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.