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.
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.
These hold insurance companies back from realizing revenue growth in their SMB and middle market customer segments:
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.
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.
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.
Yet too often, different lines of business are sold by disconnected teams – and customers don’t find value in “do you want to talk to my colleague?”
There’s a better way, as CEO Tom Hessen highlights.
Insurance is built upon human-to-human engagement and rust.
This is about supporting that – not replacing it.
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.
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.
When brokers need information, they don’t want extra work – but that’s typically what they receive with each request:
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.
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.
Every broken begins the year with a negative retention rate due to some portion of customers that will close.
Retention is a crucial part of growth, and your customer’s experience drives stronger results.
Brokers, producers, carriers, and customers all love these features.
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.
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.
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.
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.
