The Intelligence Platform for Modern Insurance
Working with forward-thinking health plans, brokers, and FMOs to build the AI intelligence layer to drive the industry forward.
Who We Serve
Health Plans
Predict and prevent member churn through intelligence that identifies risks before they become problems.
Brokers & General Agencies
Find hidden revenue and automate operations while building intelligence about what drives growth.
FMOs & Medicare Distribution
Improve persistency and strengthen carrier relationships through enrollment intelligence and performance analytics.
Each segment gets purpose-built solutions that deliver measurable ROI within 90 days.
For Health Plans: Member Intelligence from Enrollment Through Lifecycle
Transform every member interaction into predictive intelligence. Know who needs intervention, what drives retention, and which actions improve outcomes.
We capture signals from enrollments, claims, and interactions to build member profiles that enable targeted interventions—preventing issues before they impact satisfaction or costs.
What We Deliver for Health Plans
T65 Retention Intelligence
Identify commercial members approaching Medicare eligibility 18 months in advance. Guide seamless transitions to your MA plans through personalized outreach and transition planning.
Enhanced Enrollment Profiles
Capture critical signals from every enrollment: medications, providers, concerns that predict retention and costs. Enable proactive interventions that improve persistency and reduce medical spend.
Predictive Member Analytics
Connect enrollment insights to automated actions. Trigger outreach campaigns, schedule interventions, and coordinate care programs based on each member's specific needs and risks.

Start with a pilot of 1,000 members to demonstrate the power of predictive intelligence in your specific member population.
For Brokers & Agencies: The Intelligence Platform for Modern Insurance Distribution
Modern brokers need more than operational efficiency. They need intelligence.
Our platform finds missing revenue, automates workflows, and reveals what drives growth—transforming your operations into competitive advantage.
What We Deliver for Brokers & Agencies
6-8%
Revenue Recovery
Systematic underpayments hide across carrier statements. Our AI agents identify and recover missing commissions automatically, delivering immediate cash flow.
35%
Task Automation
Free your experts from repetitive work. Email responses, enrollment processing, and compliance tracking become automated workflows that capture intelligence while reducing costs.
3X
See which relationships, behaviors, and actions actually drive value
Make strategic decisions based on data patterns invisible to manual analysis.
Start seeing ROI in 90 days with minimal disruption to current operations.
For FMOs & Medicare Distribution: Intelligence That Improves Outcomes for Everyone
FMOs and Medicare distribution organizations operate at the intersection of carriers, agents, and members. Our platform transforms your enrollment operations into strategic assets that benefit everyone in this ecosystem.
By capturing insights from every enrollment interaction and analyzing patterns across your distribution network, we help you improve member satisfaction, agent effectiveness, and carrier relationships simultaneously.

See how much additional commission you could be capturing through systematic audit and reconciliation.
What We Deliver for FMOs & Medicare Distribution
Revenue Optimization
Maximize Medicare commission capture across all carriers and bonus structures. Our AI agents identify missed payments and quality bonuses, recovering 3-5% of annual revenue automatically.
Enrollment Intelligence
Transform every enrollment into predictive insights. Capture medications, providers, and concerns that signal retention risk. Enable interventions that improve persistency while creating new revenue opportunities with carriers.
Performance Analytics
Know which agents drive persistency, not just volume. Track what behaviors predict success. Optimize lead distribution and training based on actual member outcomes, not activity metrics.
Connect data across your organization for unified intelligence that drives strategic decisions.
Take the Next Step Toward Intelligence-Driven Growth
Ready to transform your operations? Whether you're a health plan improving retention, a broker finding hidden revenue, or an FMO optimizing persistency, we deliver the intelligence platform you need.
Start with a pilot that proves ROI in 90 days. Our team guides implementation with minimal disruption—most clients see value within the first month.