The Rundown
At the Catalyit Live Demo Lounge, “Smarter Sales with AI” showcased how insurance agencies can use Outmarket’s AI-powered platform to streamline sales, uncover missed revenue, and improve operational efficiency. Hosted by Scott Wingo with Outmarket’s Andrew Khalatov, the session walked through real-world workflows built specifically for insurance teams.
The Context
- Outmarket automates manual processes across proposal creation, policy analysis, and market search.
- The Coverage Gap Analyzer flags upsell and cross-sell opportunities hiding in existing books of business.
- The Proposal Builder generates polished, client-ready documents in minutes.
- Market search tools help producers quickly identify carriers based on appetite and criteria.
- The platform emphasizes enterprise-grade security, including SOC 2 Type 2 and HIPAA compliance.
- A trial offer lets agencies test integrations, onboarding, and usage firsthand.
Why it Matters
Insurance agencies are often bogged down by manual workflows and missed revenue sitting inside their own data. Tools like Outmarket shift producers from paperwork to production — using AI not just for speed, but for smarter selling. In a margin-tight market, operational efficiency isn’t optional — it’s competitive advantage.
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