How it works
Renewals are how agents retain revenue, and gaps are how agents find new revenue. The Insights Engine surfaces both automatically across your entire book so you never leave commission on the table.
30/60/90-day renewal alerts sorted by premium value, so you always see the highest-value renewals first. Status tracking lets you mark renewals as contacted, quoted, renewed, or lost — with revenue at risk always visible.
Gap detection runs across each client's portfolio. A client with a home policy but no umbrella, or a commercial policy missing cyber coverage, shows up as a cross-sell opportunity before you have to think about it.
Automated 30/60/90 day renewal alerts
Expiration tracking across your entire book, sorted by premium value. No more spreadsheets, no more missed renewals.
Cross-sell opportunities surfaced automatically
Every missing coverage type across every client becomes a cross-sell conversation. Gap detection runs continuously.
Revenue at risk, always visible
See exactly how much commission is tied up in upcoming renewals and how much is exposed to lapse. Track retention rate over time.
Insights Engine in three steps
Portfolio analysis
Every client's policies are analyzed as a complete coverage picture.
Renewals and gaps detected
Surabase surfaces upcoming expirations and missing coverage across your book.
Work the pipeline
Prioritized renewal and cross-sell queues land in your dashboard, ready to work.
Your book of business, ready in minutes.
Start free. Upload 50 dec pages, see your book come together, upgrade when you want the whole thing.