For insurance brokerage principals + operators
Every insurance brokerage leaves six figures in annual commission on the table.
Ours calculates it in 4 minutes.
Answer 10 questions about your book. Get a boardroom-ready analysis that quantifies unwritten commission across every line of business, ranks the opportunities by capture difficulty, and outlines a 12-month plan, anchored to the Big I / Reagan Consulting 2025 benchmarks.
Start the calculator~4 minutes · no login · PDF emailed to you
60-70%Cross-sell success rate to existing clients (vs. 5-20% for new prospects)
23-31%Revenue-per-client uplift within 12 months when cross-sell is automated (Reagan Consulting 2025)
94%Annual retention on clients with 3+ policies. Single-policy clients: 67%.
What you get
- A dollar figure of annual commission your book is leaving on the table, computed against 2025 industry benchmarks, not a survey score.
- An opportunity heatmap ranking every LOB gap by potential capture, with per-LOB difficulty ratings and first-move recommendations.
- A 12-month capture plan broken down by quarter, with per-broker math you can hand to a sales manager.
- A methodology page citing every benchmark, with honest confidence ratings, so you can defend the numbers to your CFO, your PE partner, or your COO.
What we do with your answers
We store your submission so we can re-mint the report URL later if you lose the email. We don't sell it, we don't add you to a multi-touch drip you didn't ask for, and no marketing team gets it. One human (Gavin at Bindry) may reach out if your report shows a large opportunity, that's it.