EB market intelligence
for renewals and expansion
EB market intelligence
for renewals
See likely renewal windows, incumbent relationships, switching signals, and cross-sell gaps — across the market, not just your own book.
See likely renewal windows, switching signals, and cross-sell gaps — across the market, not just your own book.
Find companies
5 renewal opportunities
Find companies








Reach employers before renewal
Build a ranked prospect list and start outreach as each account enters a realistic buying window — before competition crowds the conversation.
Reach employers before renewal
Build a ranked prospect list and start outreach as each account enters a realistic buying window — before competition crowds the conversation.
Turn benefit gaps into growth
Prioritize prospects by potential value and readiness, then approach each account with a relevant opportunity before an RFP even exists.
Replacement signals
See which employers are most likely to switch broker or carrier at their renewal window.
Replacement signals
See which employers are most likely to switch broker or carrier at their renewal window.
Incumbent intel
Reveal broker and carrier tenure, relationships, and renewal pressure points.
Incumbent intel
Reveal broker and carrier tenure, relationships, and renewal pressure points.
Buying committees
Identify the decision-makers and influencers behind every new opportunity.
Buying committees
Identify the decision-makers and influencers behind every new opportunity.
Opportunity sizing
Estimate premium potential, coverage whitespace, and likely deal value upfront.
Opportunity sizing
Estimate premium potential, coverage whitespace, and likely deal value upfront.
Trigger alerts
Act on hiring, funding, M&A, leadership, benefit changes and more as they happen.
Trigger alerts
Act on hiring, funding, M&A, leadership, benefit changes and more as they happen.
Account briefs
Get concise, sales-ready account intelligence before every first conversation.
Faster premium growth
Client case
Faster premium growth
Client case
See how we help clients find prospects earlier, prioritize the right accounts, and win more premium.
See how we help clients find prospects earlier, prioritize the right accounts, and win more premium.
"We are able to identify renewal opportunities three months before our competitors do."

"We are able to identify renewal opportunities three months before our competitors do."

Unlock critical data
>1,000 accounts
Unlock critical data
>1,000 accounts
All the data points you need to identify the right opportunities, time your outreach, and win more renewals.
All the data points you need to identify the right opportunities, time your outreach, and win more renewals.
Renewal Date
Know when each policy renews so outreach starts at exactly the right moment.
Renewal Date
Know when each policy renews so outreach starts at exactly the right moment.
Review Window
See when each prospect typically reviews cover and enters the market.
Review Window
See when each prospect typically reviews cover and enters the market.
Win Probability
Prioritize prospects using signals that indicate their likelihood to switch.
Win Probability
Prioritize prospects using signals that indicate their likelihood to switch.
Broker Tenure
Understand how long each client has stayed with their incumbent broker.
Broker Tenure
Understand how long each client has stayed with their incumbent broker.
Broker Tenure
Understand how long each client has stayed with their incumbent broker.
Carrier Tenure
Track how long each policy has remained with its current insurer.
Carrier Tenure
Track how long each policy has remained with its current insurer.
Coverage Gaps
Identify missing benefits and whitespace opportunities across each prospect’s program.
Coverage Gaps
Identify missing benefits and whitespace opportunities across each prospect’s program.
Incumbent Broker
See which broker currently owns the relationship across relevant benefit lines.
Incumbent Broker
See which broker currently owns the relationship across relevant benefit lines.
Current Carrier
Identify the insurers currently underwriting each benefit and coverage line.
Current Carrier
Identify the insurers currently underwriting each benefit and coverage line.
Premium Estimate
Estimate account value so teams focus on the highest-potential opportunities.
Premium Estimate
Estimate account value so teams focus on the highest-potential opportunities.
Employee Count
Size opportunities using workforce estimates and recent headcount changes.
Employee Count
Size opportunities using workforce estimates and recent headcount changes.
Decision Makers
Find the executives and benefits leaders involved in each renewal decision.
Decision Makers
Find the executives and benefits leaders involved in each renewal decision.
Switching Signals
Detect leadership, hiring, funding, and service changes that raise switch likelihood.
Switching Signals
Detect leadership, hiring, funding, and service changes that raise switch likelihood.
Roadmap
AI for EB work
Roadmap
AI for EB work
Take a peek at what's coming and join us in designing the future of AI-powered EB work for brokers, insurers and advisors.
Take a peek at what's coming and join us in designing the future of AI-powered EB work for brokers, insurers and advisors.
Find companies








EB market intelligence
Win more clients with timely intelligence on renewal dates, incumbent relationships, whitespace, and switching signals.
Live in DK
Other coming soon
Find companies








EB market intelligence
Win more clients with timely intelligence on renewal dates, incumbent relationships, whitespace, and switching signals.
Live in DK
Other coming soon
Benchmark
Country and benchmark data
Serve multinational clients with country insights and benchmark data that sharpen advice and keep you ahead.
Coming soon
Benchmark








Country and benchmark data
Serve multinational clients with country insights and benchmark data that sharpen advice and keep you ahead.
Coming soon
Auto-extract and portfolio analysis
Connect and let AI auto-extract policies, claims, and client documents to reveal account risks, gaps, and growth opps.
Planned
Auto-extract and portfolio analysis
Share summaries, comment, and track follow-ups, all in one place.
Planned
Review Step 1 and define the global benefit standards, funding approach and permitted local exceptions.
For each market, compare statutory requirements, current provision, market prevalence and estimated employer cost.
AI-native EB workflows
Automate core EB workflows with AI, from plan design and market reviews to renewal reports and recommendations.
Planned
Review Step 1 and define the global benefit standards, funding approach and permitted local exceptions.
For each market, compare statutory requirements, current provision, market prevalence and estimated employer cost.
AI-native EB workflows
End-to-end encryption ensures your conversations stay private and secure.
Planned
Win new business before the market moves.
Win new business before the market moves.
Know which employers to target, when to engage, and where the opportunity lies — build pipeline earlier and win more new business.
Know which employers to target, when to engage, and where the opportunity lies — build pipeline earlier and win more new business.