Your Producers Shouldn't Need SQL to Know Who to Call Today

Producers don't write SQL. They ask questions. Broker Advisor gives them a Genie-powered interface—enabled by Databricks for Broker Intelligence—to surface answers instantly. It helps answer questions, such as:

• "Which clients are up for renewal in 30 days with declining engagement?"
• "Which producers are below target this quarter, and what's dragging their numbers?"

"Show me single-line policies with premiums above USD 50K — where's the cross-sell opportunity?"

Agents built on Genie Spaces go beyond surfacing insights; they recommend actions and automate prioritization:

• At-risk client alerts: Flag accounts showing early churn signals and recommend a retention play.
• Next-best action for producers: Prioritize which clients to call, what to discuss, and what to offer based on coverage gaps, renewal timing, and portfolio signals.
• Producer coaching triggers: Surface-specific and data-backed coaching recommendations for practice leads.
• Cross-sell/upsell recommendations: Detect single-line clients, coverage gaps, and premium thresholds where additional products are a natural fit.

• Broker and Producer Performance Intelligence: Unified scorecard across acquired entities — same metrics, same definitions. Track pipeline velocity, conversion rates, and book growth. Replicate what top performers do; flag underperformers early.
• Renewal Risk and Coverage Gap Analytics: Predict at-risk renewals before they lapse. Detect coverage gaps that represent both risk exposure and revenue opportunity.
• Client 360 and Portfolio Intelligence: Unified view across premium, claims, service interactions, and engagement history. Replace "who's calling me today" with "who should I be calling today?"
• Claims and Service Insights: Understand the real cost of claims on profitability and retention. Correlated service load with revenue contribution. Surface experience signals that predict churn or advocacy.