A STRATEGIC ADVANTAGE

Efficiency meets effectiveness to win more business and solidify client relationships.

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INDUSTRY SPECIALIZATION

Boost newer producers’ confidence and quickly build up their industry expertise.

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VALUE-ADDED INSIGHTS

Learn the ins and outs of a client’s business to provide more tailored insurance solutions.

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WIN DEALS, RETAIN CLIENTS

Get more sales — and fewer non-renewals — by showcasing your industry knowledge.

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ACCELERATED INDUSTRY SPECIALIZATION

Put your producers on the fast track to industry expertise.

Industry specialization is becoming the norm within the insurance field, but as the most experienced folks retire, their industry expertise goes with them. Quickly get your producers and agents up to speed on clients’ businesses with Industry Intelligence.

  • Producers and agents can become industry experts in just minutes, boosting confidence and preparing them to have more personalized conversations with clients and prospects.
  • Covering more than 97 percent of the businesses that comprise the economy, our Industry Intelligence is comprehensive yet easy-to-digest.
  • Our platform is a valuable training resource for less experienced producers or agents to gain industry-specific knowledge.
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VALUABLE INSIGHTS CLIENTS CRAVE

Prove that you’re in the business of knowing your client’s business.

Business owners today are more protective of their time; they won’t take a meeting or call without a solid reason. Industry Intelligence helps producers and agents earn the right to have that client or prospect conversation by providing value.

  • Show clients that you are knowledgeable about their niche, discussing industry-specific trends and risks and providing tailored advice and solutions.
  • Asking better questions yields more focused conversations, highlighting the industry issues that matter most to a business owner.
  • Build your team’s credibility and gain an edge by sharing industry-focused content as a personalized, value-added touchpoint with business owners.
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WIN NEW BUSINESS, RETAIN EXISTING CLIENTS

Differentiate and tap into a competitive advantage.

Set your insurance producers and agents apart from the pack and gain efficiencies with Industry Intelligence. Not only will it enable them to win business from new prospects, it will solidify relationships with existing policyholders.

  • Stay connected and shorten the sales cycle with tailored conversations and communications that highlight your team’s industry expertise.
  • Reduce non-renewals by providing a personalized experience to existing clients, focusing on their specific industry.
  • Uncover potential expansion opportunities by examining existing clients’ industry-specific trends and risks.
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FILL A CRITICAL GAP

Where low-cost and low-effort meet high-yield.

When you add Industry Intelligence into your team’s arsenal, you’ll boost newer producers’ confidence and credibility, saving them time – quickly getting them up to speed on clients’ and prospects’ industries. But perhaps just as important, firm revenue will jump as producers and agents apply their newfound industry expertise to close more new business and boost renewals. Gain a winning edge over the competition in minutes with Industry Intelligence from Vertical IQ.

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