Solutions / BrokerPulse

Know which agencies are quietly at risk, before production drops.

Brokers drive most of your premium, yet you cannot see the experience behind it. BrokerPulse gives carriers a neutral, benchmarked read on broker and agency experience, tied to premium.

VistaXM signal
New
Renewals · Ridgeline Brokers
A $3.4M renewal is about to walk.

The day-to-day servicing team has cooled while the principal stays happy. That gap shows up when the book renews.

Re-engage the servicing team before Q3 renewals
74 days to renewal
Illustrative
What it does

Broker experience management for carriers.

We measure the experience across your broker and agency network, flag which relationships are at risk and which are ready to grow, and tie each signal to premium retention and expansion. The agencies quietly turning passive show up here long before production declines.

Northwind Mutual Insurance
7-month read
Executive / Decision MakerNPS 0
CommercialNPS 0
ProcurementNPS 0
Operations / Day-to-DayNPS 0
7221
Δ 51
point gap
Flagged 7 months before renewal, the earliest reliable signal this account is at risk.
Illustrative example
What it informs

What it informs.

Each signal points to a decision about your network: where the relationship is headed, and the move that changes it.

Where to invest

Direct attention and resources to the relationships that move premium, not the ones that simply ask the loudest.

Which agencies to double down on

Spot the producers who are ready to grow with you and lean in before a competitor does.

Which to develop

Find the agencies with upside that is sitting unused, and the specific friction holding them back.

Which relationships are costing more than they return

Surface the accounts quietly draining service and support without the production to justify it.

An insurance broker reviewing an account portfolio at a desk
The broker relationship

See the book the way your agencies feel it.

The experience behind the premium, read across your whole network.
BrokerPulse in action

A look at the BrokerPulse read.

Every agency in your book, plotted by the premium it carries against where its experience is heading. The ones to catch sit high on premium and low on trend.

Agency book read
Premium × Experience
Experience improvingExperience declining
Lower premiumHigher premium
2 agencies carry high premium while their experience is quietly sliding. That is $5.1M of production to defend before it shows up in the numbers.

Illustrative book. Bubble size reflects premium volume; position reflects experience trend. Final agencies and figures to be confirmed by VistaXM.

Proven results

Proven results. Not vanity metrics.

CERTIFIED SCOREINDEPENDENTLY VERIFIEDVISTAXMIndependently Validated NPS
0%
Increase in Customer Engagement
0×
Faster Time to Value Than DIY CX Programs
0%
Conversion Improvement
>0%
Reduction in Support Ticket Volume
0%+
Less Expensive than Internal Teams
Get the brief

Broker experience management for carriers, distilled into one brief: how BrokerPulse reads agency experience and ties it to premium retention and expansion.

See the signal

See where your revenue is hiding.

A 30-minute conversation. No deck.