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Profit automation for Insurance Agencies

Stop 31% of your clients from leaving at renewal โ€” before they call

Proventus monitors your book of business to find churn risk at renewal, coverage gaps that expose clients to uninsured loss, and cross-line opportunities your producers are missing.

Find my profit gaps

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31%
Of churn prevented with early outreach
$1,400
Avg. annual premium from a cross-line add
60 days
Early warning before renewal churn

What Proventus finds for you

Every finding is dollar-quantified and ranked by impact.

Churn Risk
Renewal within 60 days with no recent touchpoint
Policyholders who haven't heard from you in 90+ days and are approaching renewal are 4x more likely to shop competitors. Proventus flags them 60 days out โ€” early enough to act.
$1,200/yr
avg per client
Coverage Gap
Commercial client with no umbrella or cyber coverage
Small business clients with BOP policies but no umbrella or cyber liability are both underprotected and underserved. Each gap is a $600โ€“$2,000 annual premium opportunity.
$1,400/yr
avg per client
Cross-Line
Personal lines client with no commercial coverage for home business
Clients with homeowners or auto policies who have LLCs, rental properties, or side businesses represent natural cross-line opportunities your producers typically miss.
$980/yr
avg per client
Life Gap
P&C client with no life or disability in your book
Clients with property and auto coverage but no life or disability policy represent the highest-margin cross-sell in insurance. Proventus identifies them by life stage and income indicators.
$2,400/yr
avg per client

Up and running in 5 minutes

01
Export your book of business
Pull a policy report from Applied Epic, HawkSoft, or AMS360. Policy types, renewal dates, premium, and contact history.
02
AI finds the gaps
Proventus runs every client against insurance retention and cross-sell models โ€” renewal timing, coverage combinations, and life-stage triggers.
03
Protect and grow your book
Get a daily list of clients to contact with the exact conversation starter โ€” renewal risk, coverage gap, or cross-sell โ€” for each one.

Ready to find your profit gaps?

Upload your data today. Proventus will have your first findings ready within minutes.

Start your free trial
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