Revenue Intelligence Infrastructure for Insurance Brokers
Upload your prospects, prioritize the best opportunities, analyze conversations, and generate next-step strategy from one centralized workspace built to help brokers win more revenue.
Built for brokers who want to move faster, reduce guesswork, and take clearer action across new business, renewals, and account strategy.
✨AI-Powered Broker Workflows
Turn opportunity data into action plans, renewal strategy, and fast account prep.
✨ Generate A9 Deal Brief
Deal Brief
Instantly creates a fast commercial summary so you can walk into calls and meetings with clarity.
✨ Broker Action Plan
Broker Action Plan
Gives you AI-generated next steps so you know who to contact, what to prioritize, and how to move the account forward.
✨ Renewal Action Plan
Renewal Action Plan
Helps you prepare earlier, identify renewal risk sooner, and build strategy before the window starts closing.
Find Revenue Opportunities Faster
A9 Engine helps brokers find more revenue opportunities and generate specific step-by-step action plans from broker data, account intelligence, and conversations
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Database of 135,000+ U.S. Companies
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Estimated Broker Revenue
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Renewal Timing + Funding Type
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Current Carriers + Opportunity Score
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AI-Powered Broker Intelligence
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Action Plans + Deal Briefs
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How A9 Helps Brokers Generate More Revenue
A9 helps brokers identify revenue opportunity sooner, surface renewal risk earlier, and move from scattered information to stronger next-step action.
Identify Opportunity Earlier
Use broker-relevant company data, renewal timing, funding signals, carrier visibility, and opportunity scoring to focus faster on the accounts most worth pursuing.
Turn Conversations Into Action
Convert calls, notes, emails, and meeting summaries into structured revenue intelligence that helps brokers understand what changed, what matters, and what to do next.
Strengthen Retention and Follow-Up
Spot renewal pressure, account gaps, and service risk sooner so your team can follow up with more confidence and stay proactive before business slips away.
Built for Practical Broker Execution
A9 helps brokers prioritize better, prepare faster, and take clearer action across prospecting, renewals, and account growth.
What Brokers Use A9 To Do
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Prioritize accounts with real revenue potential and real timing
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Surface renewal risk and account pressure before things become reactive
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Turn broker conversations into summaries, guidance, and next-step action
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Prepare faster for meetings with structured commercial context
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Improve producer follow-up and reduce guesswork across live opportunities
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Create a stronger operating rhythm around prospecting, retention, and account growth
Broker Revenue Operating Layer
Clearer priorities. Faster action. Stronger follow-through.
A9 helps brokers move from raw account information to practical execution by organizing what matters, surfacing commercial signals, and making it easier to decide what should happen next.
Sharper prioritization
Earlier renewal visibility
Stronger follow-up execution
More confident account strategy
Broker Access and Pricing
Start with individual broker access, lock in founding pricing early, or explore enterprise rollout for broader brokerage deployment.
Founding Broker Offer
Founding Broker
$299/mo
$499/mo
Discounted early-access pricing for individual brokers who want to start using A9 now and help shape the next phase of the platform.
• Individual broker access
• Prospect database access
• Deal Brief + Action Plan workflows
• Founding-user pricing + feedback access
Broker Pro
$499/mo
Full-price broker access for individual users who want the complete A9 workflow without founding-member pricing.
• Individual broker access
• Prospect database access
• Deal Brief + Action Plan workflows
• Full A9 workflow at regular pricing
Enterprise
Let's Talk
For brokerages that want broader rollout, tailored implementation, team-level adoption, and custom deployment around how the firm actually sells and services business.
• Multi-user rollout
• Custom onboarding
• Brokerage-level deployment
• Future integration and expansion
Ready to Give Your Team a Sharper Revenue Operating System?
See how A9 Engine helps brokers prioritize opportunity, act earlier, strengthen retention, and move from scattered account information to confident next-step execution.