New commission from the clients you already have.
Your agency management system already holds the answer to who to call next. Vantexio reads it, and hands your producers a ranked list every week — which client, which line, what to say.
Your book is the best prospect list you own. You just can’t see it.
Every independent agency sits on years of coverage data — who’s mono-line, what they pay, where the gaps are. It lives in the AMS. But pulling it into a call list is manual, so it never happens. Only a quarter of agencies act on their own data, and barely one client in five ever gets a proactive call. The opportunity was never more leads. It’s the book you already earned.
Intelligence, not another tool.
- 01
Reads the AMS
Applied Epic, AMS360, EZLynx, HawkSoft, NowCerts — the book itself, not a CRM layer bolted on top.
- 02
Ranks by opportunity
Scores the whole book by expected premium, and drafts the pitch for each client.
- 03
Delivers a weekly list
One list your producers actually work — every line human-approved before it moves.
It grows the book, and protects it.
Rounded, multi-line clients are the ones who don’t leave at renewal. And retention is the single biggest driver of what your agency is worth. So reading your book isn’t only commission this year — it’s the clients still on it the day you sell.
Built and run by Tharun, who has architected AI systems for more than 30 companies across 50+ projects. About the firm →
Built for
- Independent agencies, roughly 8 to 40 people
- Commercial-heavy or employee-benefits books
- Owners who want to grow the book they have, not only buy more leads
Not for
- Captive agencies and franchises
- Personal-lines-only shops — raters already solved your quoting
- Anyone shopping for the cheapest tool rather than the outcome
We work with a small number of agencies.
If reading your book that way is worth a conversation, request one.