Built for insurance agencies & brokers

See what's hiding in your
book of business.

RevEngine analyzes your entire policy portfolio — across every agent, carrier, and product line — to surface cross-sell opportunities, coverage gaps, and growth insights your agency is leaving on the table.

Get Early AccessBook a Demo →

No spam. You'll be notified when access opens.

// Portfolio analysis — book snapshotLive
Policyholders
0
Across all agents
Active Policies
0
Multi-carrier, multi-product
Cross-Sell Opportunities
0
Identified and actionable
Opportunity Breakdown by Coverage Gap
Has Medicare, No Life
6,218
Annuity, No LTC
4,891
Life, No Annuity
3,742
Medicare, No Annuity
3,156
Single Product Only
2,697
0
Cross-sell opportunities surfaced from a single agency's book of business
0%
Policy-level audit trail. Every record traced from carrier data through agent attribution.
0
Spreadsheets needed. Carrier data flows in, insights and reports come out.
Core capabilities

Built for how insurance agencies and brokers actually operate

From policy data ingestion to agent-level insights — RevEngine replaces the spreadsheets, manual analysis, and guesswork that agencies have relied on for years. Not a CRM. Not an AMS. The intelligence layer that makes both of them useful.

Core
📊
Portfolio Analysis & Cross-Sell Intelligence
RevEngine ingests your book of business — policies, carriers, products, agents, and locations — and runs it through a cross-sell engine that identifies exactly where coverage gaps exist. Filter by agent, product combination, geography, or custom scenario. See which agents have the most untapped potential, and drill down to the individual policyholder level.
Coverage distributionProduct co-occurrenceGeographic insightsAgent-level drillingCustom scenariosExecutive summaries
Core
🎯
Agent Scorecards & Reporting
Every agent in your network gets a scorecard — coverage penetration, opportunity count, book composition, and performance trends. Managers see their downline. Leadership sees the entire operation. Reports generate automatically on the cadence you choose.
Core
📉
Churn Detection & Renewal Signals
RevEngine monitors policy snapshots month over month to detect churn patterns, flag at-risk policyholders, and surface renewal opportunities before they lapse. Know which agents are losing business — and where recovery efforts should focus.
⚙️
BACK OFFICE
Back-office infrastructure, included
Commission processing, payout batching, exception handling, and full audit trail — all automated. Built for IMOs managing agent compensation alongside their portfolio intelligence.
Rate schedule applicationEarnings calculationBatch managementStripe transfersException handlingAudit trail
The interface

A command center for your agency's portfolio

Every view is built around the data insurance agencies and brokers need — not generic dashboards repurposed from another industry.

revengine.app / portfolio
RevEngine
Portfolio
🎯 Cross-Sell Finder
📍 Coverage Map
📦 Product Mix
📉 Churn Signals
📊 Book Summary
🔍 Policyholder Search
Agents
🏆 Scorecards
👥 Roster
📈 Performance Trends
Policyholders
7,914
Active Policies
15,482
Opportunities
20,704
Agents
48
Cross-Sell
Coverage
Product Mix
Agents
Churn
Book Summary
Search
Roster
Trends
Has Medicare → No Life6,218
Annuity → No LTC4,891
Life → No Annuity3,742
Medicare → No Annuity3,156
Single Product Only2,697
No Hospital Indemnity1,842
Arizona
Policies: 4,218
Opps: 8,912
California
Policies: 3,640
Opps: 5,431
Texas
Policies: 2,890
Opps: 3,218
Florida
Policies: 2,104
Opps: 2,641
AgentPoliciesOpportunitiesPenetration
1Nadine K.8121,04668%
2Katie D.69489162%
3Ryan M.58151354%
4George T.44540249%
5Veronica S.39837841%
Medicare / Health
Policies: 6,103
Share: 39%
Life & Annuity
Policies: 4,227
Share: 27%
Long-Term Care
Policies: 2,496
Share: 16%
Hospital Indemnity
Policies: 1,560
Share: 10%
Other / Supplemental
Policies: 1,096
Share: 8%
74% of Medicare policyholders have no Life or Annuity policy — top cross-sell gap
Policies lapsed in last 30 days — no renewal activity detected
23
Renewal window opening in next 60 days — no agent contact logged
87
Premium decrease detected — potential coverage downgrade
41
Carrier change without agent notification — orphan risk
16
Est. Annual Premium
$4.2M
Avg Policies / Client
1.96
13-Month Retention
87%
UnitedHealthcare
Policies: 4,912
Share: 32%
Aetna / CVS Health
Policies: 3,240
Share: 21%
Mutual of Omaha
Policies: 2,610
Share: 17%
Humana
Policies: 1,890
Share: 12%
AgentPolicyholdersOpen OppsAvg Close
1Nadine K.81234224 days
2Katie D.69428726 days
3Ryan M.58120131 days
4George T.44515833 days
5Veronica S.39813438 days
Early Access

Trusted by leading insurance agencies

RevEngine is currently live inside high-volume insurance agency operations — surfacing portfolio insights and accelerating growth.

Case Study · Insurance Agency Network
"We had no idea how many cross-sell opportunities were sitting in our book. RevEngine analyzed our entire portfolio across every agent and surfaced over 20,000 actionable opportunities we couldn't see before — plus it automated the commission processing we'd been doing manually for years."
20,704
Cross-sell opportunities identified from a single book analysis
10×
Faster insight generation compared to manual spreadsheet analysis
100%
Policy-level audit trail — every record traceable from carrier source
Key Retirement Solutions
Insurance Agency Network · Early Access Partner
Live Demo

See your book analyzed in 30 minutes

Book a working session with the RevEngine team. Bring a CSV export of your policy data and we'll run a live analysis of your book — cross-sell opportunities, coverage gaps, and agent scorecard — on the call.

Book a Demo →

30-minute call · No commitment · Works with any CSV export

Activate your insights

Turn identified opportunities into booked appointments

RevEngine doesn't just find the gaps — it can help you close them.

Performance Add-On
Automated Cross-Sell Campaigns
Once RevEngine identifies cross-sell opportunities in your book, our campaign engine turns those insights into targeted outreach — email, SMS, and phone sequences personalized to each policyholder and routed through your agents. You review and approve. We execute. No retainer — RevEngine earns a 20% performance fee on commission from policies bound through the campaign, and nothing otherwise.
  • Multi-channel outreach — email, SMS, and call sequences
  • Campaigns built from real coverage gaps, not generic lists
  • Personalized by policyholder, agent, and product scenario
  • Agent-approved before any outreach goes live
  • 27-day average time from first contact to policy binding
  • Integrated with GoHighLevel for seamless agent workflows
Integrations

Connects to the tools insurance agencies already use

GHL
GoHighLevel
Live
AZ
AgencyZoom
Coming soon
EZ
EZLynx
Coming soon
AP
Applied Epic
Coming soon
+4
More Platforms
In roadmap
View all integrations →
FAQ

Common questions

You bring your own data. RevEngine imports policy records from CSV exports you pull from your carriers, your AMS, or GoHighLevel. Nothing connects to carrier systems directly — you control exactly what goes in and when.

No. RevEngine sits alongside your AMS and CRM as an intelligence layer. It reads your policy data, analyzes it, and surfaces insights. Your existing workflows, tools, and processes stay exactly as they are.

Portfolio analysis runs immediately after your first CSV import. You'll see cross-sell opportunities, coverage gap counts, and agent scorecards within minutes of your first upload — no configuration required beyond column mapping.

RevEngine scales from solo brokers to IMO networks with hundreds of agents. The portfolio and scoring engine is the same — what changes is how you slice the data. Filter by agent, by region, by product line, or roll everything up to an executive view.

Yes. Policy data is stored encrypted at rest, transmitted over TLS, and never shared or used outside your account. RevEngine is designed for HIPAA-aware environments — early access partners receive full data processing documentation on request.

Get early access to
RevEngine

We're onboarding a limited group of insurance agencies and brokers. Join the waitlist and we'll reach out when your spot opens.

✓ You're on the list. We'll be in touch.