Brokers and Carriers Miss Enormous Revenue Opportunities In Their Middle Market And SMB Segments Every Day

9Lenses empowers brokers and carriers with interactive digital tools to streamline consultative selling, unlock cross-selling, and differentiate beyond price.

Without changing how you do business today.

Superficial Customer Relationships Cost Millions

For Brokers: With hundreds of clients, it’s hard to know each one deeply or uncover all their needs. And silos between benefits, commercial, cyber, and wealth make cross-selling nearly impossible.

For Carriers: It’s hard to compete on value when brokers can’t clearly convey your differentiation. Then, you want them to expand accounts … but without the right tools, they can’t easily position your full offering to their book of business.

Three Reasons Relationships Stay Transactional:

These hold insurance companies back from realizing revenue growth in their SMB and middle market customer segments:

Not Enough Time For All Customers

Brokers have dozens of accounts in their book of business.

It’s impossible to know each one well, so understanding their needs and positioning the right solutions isn’t feasible.

Cross-Sell Gaps From Disconnected Teams

Specialized lines like benefits, commercial, and cyber often operate in silos.

This makes it hard to collaborate and uncover cross-sell opportunities across the entire customer relationship.

Carriers Aren't Equipping Brokers

Brokers often default to price comparisons because they lack the tools to explain each carrier’s full value.

Without the right support, carrier differentiation gets lost.

You Want To Provide A Better Customer Experience

But it’s easier said than done, as Tom Hessen explains further in this video.

There's A Better Way For Both Brokers And Carriers To Build Relationships At Scale

Insurance is built upon human-to-human engagement and rust.

This is about supporting that – not replacing it.

Package Expertise In Digital Advisory Tools

You can’t teach experience, but you can narrow the gap at scale for more consistent expertise.

Our tools rapidly identify gaps and relate them to your customer’s goals – in an interactive manner that’s engaging throughout.

Now, you can ask your typical questions that might otherwise be manual checklists or spreadsheets and with a system that’s appealing to both new brokers and your most experienced produceres.

These tools give us a competitive advantage both with brokers by adding more value and context as well as with customers who are delighted with the simple, direct value they receive.

Fortune 200 Insurance Executive

Brokers: Add Personal Value At Scale

Before your next meeting, send the right advisory tool to your customer while communicating how this will help you both align to the most relevant topics that will help them.

The customer receives a scorecard with results, which brokers also view in advance.

Now, you don’t need to spend 15-30 minutes fishing around for valuable talking points and instead you dive right into a high-value consultation with clear purpose.

Carriers: Provide More Than Just Pricing

When brokers need information, they don’t want extra work – but that’s typically what they receive with each request:

Long documents with pages of data to sift through
No guidance on what differentiates one policy from another
An invitation to ignore you differentiators and focus on price

Now, you have a scalable way to provide value, highlight key points that matter most for both the broker and customer, and provide an interactive, easy-to-use experience that’s superior to the competition’s 18-page printout.

Build Relationships At Scale. With Everyone.

Now, customers and brokers have more productive, consultative meetings.

And carriers more easily differentiate with every policy quote.

This is the experience everyone wants: one that gives all parties exactly what they need, without additional guesswork.

Customers Love It.

Feedback from 9Lenses clients shows how digital advisory tools create a win-win scenario for both bankers and their customers.

CEO Tom Hessen shares more in this video.

9Lenses helps us advise as many clients as we want on a zero-touch basis

—Fortune 500 Insurance Executive

Here's How 9Lenses Helps Insurance Companies Build Relationships That Grow Revenue

Brokers, producers, carriers, and customers all love these features.

Client Scorecards

Upon finishing an assessment, customers and bankers both receive the results.

This provides instant value in easy-to-understand form for customers while aligning bankers to the same data points.

AI Insurance Assistant

Now with tailored recommendations in-hand, brokers and producers can brush up on readiness with the 9Lenses AI Insurance Assistant.

Gather necessary background research, key talking points, and build confidence in a matter of minutes.

So you’re at your best heading into the customer meeting – and earn their trust by adding immense value.

Selling Orchestration

Brokers easily align with solution experts, who are alerted the conversation is coming.

Now, experts can be on the initial call – and customers aren’t asked to schedule additional meetings to get the answers they want.

See how 9Lenses evolves your insurance business.

9Lenses is the first SaaS platform that systemizes the entire sales engagement process. Insurance brokers, producers, and consultants love it.

Use it to delight your customers and empower your teams to positively impact the bottom-line metrics that matter most.

See 9Lenses In Action And How It Impacts Your Organization

"What used to take four weeks to understand the customer's needs and present relevant solutions now takes 30 minutes."

SVP Treasury Management Sales Strategy

Top 10 Bank in the USA