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  • Every figure from the book · part of the Insight broker suite
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Product

The acquisition workbench, screen by screen

Every screen below is the running product on an illustrative book: an invented acquirer, six invented agencies, invented carriers, producers and clients. Click any screen to see it full size.

The product

Everything an acquisition needs, from the first export to day 100

The Acquisition Workspace, the pipeline, ten agents, Rules Studio, the copilot and a home for each role — on one platform, with every figure from the book.

Pipeline

Every agency, one table

Stage, lead, book revenue, client retention, top producer and top carrier shares, book against seller and what waits on someone, for every agency in review.

Workspace

One page per acquisition

Seven zones — Findings, Book, Producers, Carriers, Clients, Integration, Memo — with the stage strip and the controls rail.

Engines

Every figure computed from rows

Retention, growth, concentration, mix, renewals, revenue quality, cross-sell, appointments and data quality, each cited.

Agents

Ten, inside authority

They explain the figures and prepare the work. Every action is capped at ask first.

Pipeline & home

The programme at a glance

Pipeline
The acquisition pipeline on illustrative data: six invented agencies with stage, lead, book revenue, client retention, top producer, top carrier, book versus seller and what waits
Pipeline. Six invented agencies by stage; figures in amber cross a control's threshold.
Home · Practice leader
Home for a practice leader on illustrative data: four sign-offs waiting and $10.5M in play
Home for a practice leader. The programme in four figures, and the sign-offs waiting on them.
Home · Integration lead
Home for an integration lead: the acquisition integrating, open integration tasks, revenue retained since close and what the agents prepared
Home for an integration lead. Tasks open, revenue retained since close, what is waiting.
The Acquisition Workspace

Seven zones, every citation one click from the rows

Acquisition Workspace
The Acquisition Workspace for the illustrative Ironwood Risk Partners at IC memo: the stage strip, the headline figures and the first decision the agents prepared
The hero. Stage strip, six headline figures, and the decisions the agents prepared.
Findings
What the agents found on an illustrative agency, each finding with its rows
Findings. Severity, category, the agent, review status and the rows each cites.
Book
The Book zone charts on illustrative data
Book. Retention period over period, revenue by period, mix and the renewal calendar.
Book · Revenue quality
Revenue mix and data quality on illustrative data
Revenue quality. Recurring against contingent and supplemental; the rows to correct.
Book · Cross-sell
Cross-sell gaps on illustrative data
Cross-sell. Clients without each line; the engine's estimate, not a forecast.
Producers
Producers with key people and retention agreements
Producers. Key people and their retention agreements.
Carriers
Carriers against the acquirer's appointments
Carriers. Appointment status and the action per carrier.
Clients
Proposed client matches with evidence
Clients. Matches through InsightPulse and by name, each for a person to confirm.
Integration · Retention tracker
The retention tracker by producer and client tier
Retention tracker. Revenue retained since close, by producer and client tier.
Integration · 100-day plan
The 100-day plan as tasks
The 100-day plan. Tasks by day, area and owner; overdue in red.
Memo
The valuation-support memo
Memo. The valuation arithmetic and sections built from approved findings.
AI & agents

See every agent, every run and every level

Agent catalogue
The agent catalogue
Catalogue. Ten agents, their actions, starting levels and what each never invents.
Agent · Runs and trace
An agent's runs and a trace, captured with the model off
Runs and trace. Captured with the model switched off: the engine findings stand and the trace says so.
Autonomy
The autonomy page
Autonomy. Ceiling at L2; L3 and L4 locked.
Activity
Agent activity across the pipeline
Activity. Every agent step across the pipeline.
Rules Studio

Acquisition policy, written down

Rules Studio
Rules Studio with eight acquisition controls
Rules Studio. Eight controls ship; each is a sentence.
Rule editor
A rule in the editor: in plain words, when book revenue against the seller's is below minus 5 percent, refer to a lead; the When condition and the Then action with its reason and recipient
A rule. When, then, to whom — in plain words, with the reason the practice leader reads.

See it on a book like yours

A 30-minute walkthrough on an illustrative pipeline.

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