Included on Scale & Network

Your book, narrated in real time.

108,000 policies. One screen. The next ten phone calls. Command Center turns your in-force book into a daily operating system for the whole agency.

For agency principals · networks rolling up member books · carrier distribution teams.

Command Center · Book Pulse
Book Pulse
Riverbend Insurance · Live
108,427 policies in force
In-force premium
$48.2M
+3.1%
Households
12,418
+182
Avg per HH
$3,884
+1.8%
12-mo attrition
6.4%
−0.7pt
Premium · last 12 months
vs prior year
38 calls today
Renewals + saves prioritized
7 E&O flags
Coverage gaps to resolve
AgenciesNetworksCarriersMGAs
A 5-stop tour

From book to next call.

No dashboards to read. The platform reads them for you.

01 · Book Pulse

See your whole book breathe.

Premium, retention, attrition, growth, attribution - every metric in the cadence agency leadership actually uses. Updated continuously from your AMS.

In-force premiumHouseholds12-mo attritionNew biz vs lost
Book Pulse
Book Pulse
Riverbend Insurance · Live
108,427 policies in force
In-force premium
$48.2M
+3.1%
Households
12,418
+182
Avg per HH
$3,884
+1.8%
12-mo attrition
6.4%
−0.7pt
Premium · last 12 months
vs prior year
38 calls today
Renewals + saves prioritized
7 E&O flags
Coverage gaps to resolve
02 · Foresight

See the year before it arrives.

A 12-month forecast with best, base, and risk scenarios. Model what happens if a top program exits, a producer leaves, or a carrier non-renews.

Premium forecastFedEx-style scenariosConcentration alerts
Foresight · Scenario Modeling
Foresight
12-month book forecast
3 scenarios modeled
BestBaseFedEx exits
Base 12-mo
$51.4M
Best case
$54.2M
If FedEx exits
$44.1M
Concentration alert
FedEx-style program is 14.2% of book. Above 10% threshold.
03 · This Week's Calls

The list your producers actually want.

The 38 accounts that matter this week - saves, renewals, cross-sell - auto-prioritized by premium, risk, and recency. Not a CRM queue. A weekly battle plan.

Save listRenewal radarCross-sell scout
This Week's Calls
This Week's Calls
Auto-prioritized · 38 accounts
Updated 6 min ago
SAVE
Acme Manufacturing
+18% rate · 9 yr client
$84.2k
Renews in 6d
RENEW
Lakeside Property Mgmt
Clean · ready to bind
$22.4k
Renews in 12d
X-SELL
Patel Household
Auto only · home opp
+$1.8k est
Last call 142d
SAVE
Northwind Logistics
Carrier non-renew
$56.0k
Renews in 21d
04 · Money Leaks

Find the premium hiding in plain sight.

Rate hikes you missed. Monoline households. Missing umbrellas on high-net-worth. Unbilled endorsements. Quantified, not just listed.

Rate-hike radarMonoline scoutCoverage upsells
Money Leaks
Money Leaks
$487k recoverable in 90 days
4 streams
Carrier rate hikes >10%
$214,800
31 accounts
Monoline households (auto-only)
$162,400 cross-sell
642 households
Missing umbrella · HNW
$78,200
48 households
Unbilled endorsement premium
$31,600
12 policies
05 · E&O Sentinel

Catch coverage gaps before claims do.

Cross-checks every policy against your house rules and account exposures. Flags the gaps your CSRs would catch - if they had time to read every file every week.

Coverage gap detectionHouse-rules engineAudit-ready trail
E&O Sentinel
E&O Sentinel
7 coverage gaps detected
High priority
Coastal Builders LLC
GL excludes EIFS · construction risk
Patel Household
Umbrella requires $500k auto · current $250k
Riverbend Cafe
No liquor liability · serves wine
Acme Manufacturing
Pollution sublimit $25k · op risk $5M+
Ask your book anything

Talk to the brain that runs your agency.

Type a question. Get a cited, book-aware answer in seconds. No SQL. No data analyst. No exports.

Which top-25 accounts are most exposed if FedEx exits?
Where did we lose premium last quarter and why?
Who hasn't been called in 90 days and renews in 30?

One platform. Every audience.

Agencies

Run the whole book from one screen - principals, producers, CSRs, all on the same brain.

Networks

Roll up Book Pulse across every member agency. Same view of the world. Better negotiation leverage.

Carriers

Distribution teams see appetite fit, concentration, and growth signals across the agencies you appoint.

Your book is already telling a story.

Let it talk.