For insurance partners
Unlock the cross- and upsell potential at your existing customers
You’re sitting on untapped revenue. We analyse your existing client base, highlight where cross- and upsell is possible, and send out tailored campaigns to convert those leads — fast and hands-free.
11/30 spots available
Customer portfolio analysis
Lists with high-value opportunities
Automated campaigns
Built with enterprise-grade security and seamless integration in mind.
ISO 27001
Certified
Appexchange Partner
Salesforce
Get it from
Microsoft AppSource
Opportunities Through CRM Alone Leaves Revenue on the Table.
CRMs are just lists – They store data but don’t reveal where the cross- and upsell opportunities are or how to act on them.able guidance towards your partners.
Endless admin work – Preparing updates and lists are time-consuming.
Missed opportunities – Your portfolio holds untapped value—but client-facing teams aren’t analysts, and without the right tools, growth opportunities often go unnoticed.
Our partnership with Deloitte. combines deep market expertise into a continuously improved solution that drives real partner success.
