Performance Management

Drive improved performance across products, distribution, and marketing with clear insights.

ValueMomentum empowers insurers to optimize product, sales, and agency performance by analyzing key metrics, identifying growth opportunities, and improving agent productivity through actionable insights.

How we help

Product Performance

Allocate resources, prioritize leads, and improve sales conversion rates through effective product benchmarking.

Agent Performance

Analyze agent and agency performance across multiple metrics to identify high-performing agencies and replicate their success while pinpointing underperforming areas for improvement.

Sales Forecasting and Quote-to-Bind Analytics

Leverage data-driven models to score leads based on likelihood of conversion, allowing agents to focus on high-value prospects, resulting in improved sales efficiency and higher conversion rates.

Market Mix Modeling and Campaign Optimization

Track and analyze marketing activities to understand which media and campaigns are performing best and to optimize marketing spend for maximum sales results.

Together with our platform partners

TESTIMONIALS

Customer Communications
Insurance core systems|webinar speakers|Webinar Clip Deborah Zawisza Onboarding Clip|Tim Hays Webinar clip making the company grow|
AI Automation||AI model based on NLP predicts unique test cases vs duplicates|AI model uses data to learn and predict root cause of new defects|AI uses historical information to identify patterns and recommend sets of test cases|AI model uses data to learn and predict root cause of new defects|AI uses historical information to identify patterns and recommend sets of test cases|AI model uses data to learn and predict root cause of new defects|AI uses historical information to identify patterns and recommend sets of test cases|AI in Software Testing|Identifying Defect Root Cause|Identifying Duplicate Test Cases|Predicting Test Cases That Will Find A Bug

Insights to improve your UW process

Our solutions help clients create seamless customer experiences, leading to better CX

Accelerating product design

Our expert insurance technology teams have the expertise to implement the right migration process

Multi-state product expansion

React faster to customer requirements, and regulatory changes
INSIGHTS

Stay ahead with P&C-focused thought leadership