Upsell & Routing

AI-powered upsell and routing to capture additional business opportunities and optimize cross-selling.

Carriers often miss opportunities to round out accounts because they do not receive all available lines of business on a submission. This is due to distribution partners being unaware of the carrier’s appetite for certain lines and the complexities within large carriers that make it difficult to identify the appropriate underwriters for specific lines of business.

Our AI agents, built on Purple Fabric, analyze the attributes of submitted lines of business and notify the appropriate underwriter about potential lines that were not submitted but align with the carrier’s appetite. This proactive approach helps in capturing additional business opportunities.

Key Outcomes

  • Increased new business premium and improved retention with each additional line of business written.
  • Enhanced cross-selling opportunities by identifying and routing potential lines to the right underwriters.
  • Streamlined communication between distribution partners and underwriters, maximizing account potential.
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Reimagine your operations with Purple Fabric. #OpsBeyondLimits      

Reimagine your operations with Purple Fabric. #OpsBeyondLimits