Features & Quick Stats
Key Features
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Peer benchmarking across P&C and Employee Benefits
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Client-level comparisons using broker and subscriber data
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Total Rewards benchmarking across benefits and compensation categories, medical, dental, and vision plan analytics
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Total Cost of Risk benchmarking for P&C programs
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Real-time insights to support consultative selling
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Secure and governed data environment
Core Business
BrokerPRO is a data- and AI-driven platform that helps insurance agencies turn their own data into actionable insights and automation to improve consultative selling, efficiency, and client outcomes.
How BenchmarkPRO Helps Independent Agents & Brokers
BenchmarkPRO helps independent agencies strengthen client and prospect conversations by providing credible, data-backed benchmarks they can trust. The platform allows producers to compare a client’s insurance programs against similar organizations using aggregated peer data, replacing anecdotal comparisons and static spreadsheets with real insights.
For Employee Benefits producers, BenchmarkPRO supports consultative conversations around Total Rewards, plan design, and competitiveness by showing how benefit offerings compare across peer groups. For P&C producers, Total Cost of Risk benchmarking provides immediate context for premium, rate, and exposure discussions - supporting marketing decisions and carrier negotiations with confidence.
By making benchmarking fast, consistent, and easy to use, BenchmarkPRO helps agencies improve sales velocity, reinforce value at renewal, and retain clients through more informed, strategic advisory conversations.
AI Capabilities
BenchmarkPRO uses AI to enhance how benchmarking insights are generated, analyzed, and presented. AI supports data normalization, pattern recognition, and insight generation across large peer data sets, helping brokers quickly identify meaningful comparisons and trends.
These capabilities are designed to surface insights efficiently and consistently while keeping brokers in control of interpretation and recommendations. All AI-supported analytics operate within a secure, governed environment and are grounded in trusted subscriber and industry data.