For Financial Services & Insurance

Every book of business.
Every renewal defended.

The Revenue Retention & Account Growth Platform for brokers, MGAs, and B2B advisory relationships. Score every client, program, and mandate. Surface disengagement before the broker-of-record review. Catch renewal risk before the RFP goes out.

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No credit card · 30 days · 5 accounts · Every feature
Trusted by 350 B2B teams worldwide
4.9 / 5
G2 rating
350
B2B teams
ISO 27001
Certified
AWS EU
Paris hosted
GDPR
Compliant
The retention gap in financial services & insurance

The book looks fine. Until renewal season.

Client health in advisory and broking relationships is judged at the renewal meeting. By then, the decision is already made.

84–85%
Average industry-wide client retention for insurance agencies and brokerages — versus 93–95% at top-performing firms. The gap is renewal discipline, not price.
Source: First Page Sage, Customer Retention Rates by Industry, 2026
#1
Customer retention named the top challenge facing insurance carriers and distributors heading into 2026, ahead of rate pressure and digital engagement.
Source: J.D. Power, 2026 Insurance Industry Outlook
90–95%
Typical commercial-lines retention band — the segment with the fewest touchpoints per renewal and the highest single-account revenue at risk.
Source: Agency Performance Partners, Insurance Policy Retention benchmarks
What you run today

Five tools. None of them built for the job.

Most teams stitch this together from what they have. Account intelligence ends up scattered, stale, or stuck in one person’s head.

Excel
Stale before it’s sent
PowerPoint QBRs
Rebuilt every quarter
CRM notes
Unstructured, broker-only
Email chaos
Signals lost in threads
Annual stewardship reviews
Run when it’s too late
The result: account intelligence trapped in the broker’s or relationship manager’s head. Risk found at renewal. Cross-sell missed because no one was watching the signals between reviews.
Four ways financial services & insurance teams use it

Wallet share and renewal defence. Every scenario tied to revenue.

Expansion is rounding out the account across more lines and more of the balance sheet. Retention is defending the account before it goes to competitive review. Both run on the same account score.

Expansion

Round out the account beyond the core line

Your client uses you for property. A competitor quietly writes their cyber and EB. Map the gap. Price it. Win it.
  • Coverage and wallet-share mapping per client account
  • Cross-line whitespace across property, casualty, cyber, EB
  • Champion mapping per risk manager and CFO
Expansion

Grow with the account as the business scales

Your client just acquired a new subsidiary. New locations, new payroll, new insurable exposure. First to quote wins.
  • Account growth signals from CRM and policy admin data
  • New entity, M&A, and headcount change detection
  • Proactive stewardship meeting triggered from signal mix
Retention

Defend the account before the broker review

Renewal in 90 days. The CFO has asked procurement to run a competitive broker review. Incumbent advantage is real, if you’re ready.
  • Renewal countdown by stakeholder and line of business
  • Claims experience and loss-ratio trend feeding the score
  • Recovery play triggered before the RFP is issued
Retention

Spot disengagement before the client walks

The risk manager hasn’t complained. They’ve just stopped returning calls and skipped the last two claims reviews. Quietly.
  • Stakeholder engagement and meeting-cadence drift detection
  • Claims handling and servicing-friction signals
  • Recovery plays for accounts trending down
What feeds the score

Five signal categories. One weighted score.

Internal & external. From your AMS, CRM, and claims data. Tuned for broker and advisory relationships.

01
Program health
  • Claims ratio & loss trend
  • Coverage gaps vs. exposure
  • Program terms drift
02
Engagement
  • Stewardship meeting cadence
  • Risk manager & CFO access
  • Champion health
03
Commercial
  • Renewal date countdown
  • Premium & commission trend
  • RFP / re-broke signal
04
Service
  • Claims handling speed
  • Certificate & COI turnaround
  • Servicing SLA compliance
05
Expansion
  • Cross-line whitespace
  • Wallet share vs. insurable spend
  • New entity coverage needs
Default financial services & insurance weights ship out of the box. Configure your own on Growth and Enterprise.
Segments we support

Brokers, MGAs, or advisory relationship teams. Every book in one platform.

Signal categories, weights, and stakeholder models tuned per segment. Custom configs on Growth and Enterprise.

Commercial P&C brokersProperty, casualty, and package accounts
Employee benefits brokersGroup health, ancillary, benchmarking renewals
MGAs & program administratorsDelegated authority, carrier & retail relationships
Wealth & asset management servicesAUM retention, mandate reviews, advisor handoffs
Commercial banking relationship teamsTreasury, lending, and cash management accounts
Reinsurance intermediariesTreaty renewals, cedant relationship management
Monday morning view

It’s 8 AM. One screen. One account drifting.

This is what your Client Executive sees. Claims trend, engagement, renewal clock. No AMS report to export first.

Health alert · New
Meridian Manufacturing Co. · Commercial P&C · $2.4M premium
Monday, 08:02
85
→
58
Nine-week drift · Renewal in 3 months. Claims ratio up sharply, new risk manager not yet engaged.
Drivers
Claims ratio up 34 points · trailing 12 months vs. prior period
Risk manager changed · new contact not yet engaged
CFO requested broker review · competitive quote signal detected
CAPA workflow · one-click trigger · Eva AI auto-trigger coming soon
Stewardship meeting booked with new risk manager
Loss-control review scheduled ahead of renewal
Eva AI drafted renewal narrative from signal mix
The product workflow

One platform. Five steps. Every account.

What every team running EvaluationsHub does every week. Built into the platform, not bolted on top of spreadsheets.

1
Collect feedback
Stakeholders, surveys, NPS, stewardship notes
2
Centralize reviews
Stewardship reports, scorecards, action plans
3
Detect risk
Multi-source score, leading signals
4
Track action plans
Ownership, milestones, reminders
5
Improve outcomes
Renewals, retention, cross-sell
When a score drops, fire the recovery playbook with one click: ownership assigned, milestones set, reminders scheduled. Eva AI auto-trigger coming soon.

See your book of business scored live.

30 days free. 5 accounts. No credit card. ISO 27001 certified, GDPR compliant.

Start free pilotBook a demo
Inside the scorecard

One score. The drivers behind it. The weights.

Every signal explained. Every weight transparent. No black box.

Meridian Manufacturing Co. · Commercial P&C$2.4M premium · Renewal in 3 months
58
Health score
Claims ratio vs. prior period w 20%
+34pt
Stewardship meeting cadence w 18%
48%
Renewal countdown w 15%
3 mo
RFP / re-broke signal w 12%
Detected
Stakeholder NPS w 10%
51
Claims handling speed w 10%
87%
Certificate & COI turnaround w 9%
95%
Cross-line whitespace w 6%
2 lines
Six decision-makers, one account

Renewal decisions happen in six places. Score all of them.

The risk manager owns the day-to-day. The CFO approves the renewal. Procurement runs the review. Map each one.

R
Risk manager / Head of riskProgram design, claims oversight, day-to-day
F
CFO / FinancePremium budget, renewal approval
P
ProcurementCompetitive broker review, RFP process
C
Claims & legalClaims handling, coverage disputes
Q
ComplianceRegulatory filings, licensing, audit trail
X
Executive sponsorStrategic relationship, board-level risk
KPIs the score moves with

Four numbers your Client Executive and CFO already track.

The score moves before the KPI moves. That’s the point.

Book retention rate

Premium and account count defended at renewal. The number behind every book protected.

Wallet share per account

Your lines as a percentage of total insurable spend. Whitespace mapped and tracked.

Renewal win rate

Accounts successfully defended against competitive broker review or re-brokering.

Cross-line growth

New lines, new mandates, new entities covered. Growth from existing accounts without new acquisition cost.

Built for financial services & insurance tech stacks

AMS, Salesforce, and 40+ enterprise services.

Native Salesforce sync via custom objects, plus AWS AppFlow for 40+ enterprise services, REST API, webhooks, and CSV/Excel. Policy and claims data from your AMS, relationship notes from your CRM. Into one score.

Applied Epic·Salesforce·AWS AppFlow·REST API
See Salesforce integration →ISO 27001 & GDPR →

One score per account. Every book. Every renewal defended.

30-day pilot: 5 accounts, every feature, no credit card. Or a 20-minute demo on your real accounts.

Start the 30-day pilot →Book a 20-min demo
No credit card. Cancel anytime. ISO 27001 certified. GDPR compliant. EU hosted in Paris.