RevEngine ingests policy data from your carriers and IMO, analyzes your entire book of business, and gives your insurance agency or brokerage the insights, scorecards, and automation to grow — without spreadsheets.
We're building the capabilities that insurance agencies and brokers have been asking for. Here's what's in active development.
We'll walk you through how RevEngine maps to your book of business, your commission structure, and your growth goals.
CSV is the primary import format and works with exports from any carrier or AMS. Structured column mapping handles most variations — you map your column headers once, and RevEngine remembers the format for future imports from the same source.
Yes. In addition to built-in scenarios (like "Has Medicare, no Life or Annuity"), you can configure custom coverage combinations specific to your product mix and market. Custom scenarios are built in the dashboard — no code required.
Commission processing is an optional infrastructure layer. It handles rate schedule application, earnings calculation, and payout batching for IMOs managing agent compensation. It runs independently from portfolio intelligence and can be enabled or ignored based on your needs.
Early access includes CSV import, portfolio analysis, cross-sell scoring, agent scorecards, churn detection, and GoHighLevel integration. Coming-soon features — AI insights, renewal forecasting, deeper AMS sync — roll out to early access users first, before general release.
Each carrier is configured in RevEngine with its own column mapping. Once set up, RevEngine normalizes data from every carrier into a unified policyholder record — deduplicating across sources and building a single coverage view per client regardless of how many carriers they appear in.