- contact@verticalserve.com
- Every figure from the book · part of the Insight broker suite
Use cases
From the seller's export to day 100
Each use case is an illustrative agency followed through InsightRollup step by step, with the screens, the diagrams and the decisions.
Along the deal
Nine use cases, placed on the stage where they happen
1
Screening
The agency enters the pipeline.
5
Signed
Controls answered, the price agreed.
7
Day 100
Tasks due by day 100 done.
Each use case follows one illustrative agency from the seller’s book export to the decision.
Price
The seller's revenue the book won't support
A book 8.2% short of the seller's figure and 17.1% contingent or supplemental, found before the price.
Read the use case
People
Two producers, 55% of the revenue
Key-person risk turned into retention agreements as a condition of signing.
Read the use case
Carriers
One carrier writes 40% of the book
The dependency and the contingent agreement checked before pricing.
Read the use case
Data
A messy book export
316 of 5,204 rows flagged and a request to the seller drafted from the rows.
Read the use case
Clients
Clients the acquirer already serves
Exact, website, InsightPulse parent company and a 94% name match a person rejects.
Read the use case
Carriers
58.7% of premium with carriers the acquirer can't place
Appointment requests at memo stage and day-30 tasks.
Read the use case
Renewals
A fifth of the revenue renews before day 90
The renewal calendar around a close, and the cross-sell estimate.
Read the use case
Committee
Writing the IC memo from approved findings
A memo that quotes the engines, carries only approved findings and waits for sign-offs.
Read the use case
Integration
Day 40 of the integration
97.1% of revenue retained, five tasks overdue, and the plan says which.
Read the use case
For each role
Who uses InsightRollup, and for what
Deal lead
Run the analysis
Import, Analyze, read the findings against the rows, answer what the agents prepared, approve findings for the memo.
Analyst
Stop rebuilding spreadsheets
The engines compute retention, concentration and revenue quality the same way for every agency.
Practice leader
Hold the policy
Write the acquisition controls, sign off referrals, see the whole programme on one home.
Integration lead
Keep what was bought
Adopt the 100-day plan, confirm client matches, track retention by producer and tier.