Product

Portfolio intelligence that turns
your book into a growth engine

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.

Step 1 — Ingest
Your book of business, fully mapped
Upload or connect your carrier data, and RevEngine maps every policy to the right agent, product type, carrier, and location. Whether your data comes from ASB reports, agency management exports, or direct carrier feeds — RevEngine normalizes it into a unified portfolio view.
  • CSV imports from carrier statements and IMO reports
  • Automatic agent, product, and carrier classification
  • Multi-carrier, multi-product normalization across your entire book
  • Geographic tagging and regional segmentation
  • Historical data backfill for year-over-year analysis
// Book import summaryProcessed
Policyholders
7,914
Active Policies
15,482
Carriers
24
Agents Mapped
48
Medicare Advantage4,218
Life Insurance3,890
Annuities3,412
Long-Term Care2,104
Hospital Indemnity1,858
Step 2 — Analyze
Cross-sell opportunities you can't see from a spreadsheet
RevEngine runs every policyholder through a product co-occurrence matrix to identify exactly which coverage gaps exist — and where. Filter by agent, product scenario, geography, or custom combination. Drill from book-level totals down to individual policyholder names.
  • Predefined scenarios: "Has Medicare, no life" and hundreds more
  • Custom scenario builder for any product combination
  • Agent-level opportunity drilling — see each agent's untapped potential
  • Executive summaries auto-generated for leadership review
  • Policyholder-level export for direct outreach
// Cross-sell analysisLive
Medicare → No Life
Annuity → No LTC
Life → No Annuity
Total Opportunities
20,704
Across 48 agents · 5 product categories
Step 3 — Score
Agent scorecards that drive accountability
Every agent gets a data-driven scorecard showing their book composition, coverage penetration, opportunity count, and performance trends. Managers see their downline. Leadership gets the full picture. No more guessing who's performing and who's coasting.
  • Coverage penetration percentage per agent
  • Opportunity count and scenario breakdown
  • Churn rate and renewal activity tracking
  • Hierarchical views — agent, manager, leadership
  • Automated report delivery on your preferred cadence
// Agent scorecardsLive
AgentOppsPenetration
Nadine K.1,04668%
Katie D.89162%
Ryan M.51354%
George T.40249%
Step 4 — Process
Commission processing that runs itself
As policies are issued and reported through your IMO, RevEngine applies your commission rate schedules, calculates earnings, batches payouts, and issues transfers through Stripe — automatically. Your team reviews and approves. The math, audit trail, and settlement are handled.
  • Rate schedule management with level-based commission grids
  • Automated earnings calculation per policy per agent
  • Payout batch preparation with pre-issuance review
  • Stripe-powered transfer settlement
  • Full audit trail from carrier source through agent payout
// Commission pipelineProcessing
Policies imported2,481
Earnings calculated2,477
Pending review3
Exceptions flagged1
Transfers issued2,323
What's coming

RevEngine is expanding — fast

We're building the capabilities that insurance agencies and brokers have been asking for. Here's what's in active development.

🤖
AI-Powered Insights
Ask questions about your book in plain language. "Which agents have the most untapped Medicare opportunities in Arizona?" — and get an answer, not a report to build.
📋
Carrier Benchmarks
Compare your agency's carrier mix, product distribution, and penetration rates against anonymized benchmarks from similar agencies in your region and segment.
🔔
Renewal Forecasting
Predict renewal volumes 30, 60, and 90 days out. Surface at-risk policyholders before they lapse and route them to the right agent for proactive outreach.
📄
Compliance Reporting
Auto-generate compliance documentation from your book data — agent appointment verification, carrier contract coverage, and regulatory report templates by state.
📬
Intake Form Processing
Digital intake forms that pre-fill from your book data, route to the right carrier based on coverage qualifications, and eliminate the print-scan-email cycle.
🔗
Deep CRM Sync
Beyond basic integration — full bidirectional sync with GoHighLevel including smart list auto-population, AI-generated call scripts, and campaign triggers from portfolio events.

See RevEngine in your operation

We'll walk you through how RevEngine maps to your book of business, your commission structure, and your growth goals.

Request Early AccessSee solutions →