Insurance Revenue Intelligence

Every client meeting, backed by live revenue intelligence

Revenue Copilot turns insurance meetings into protected revenue — cross-sell opportunities, renewal rescue, and AI-guided recommendations, live in every conversation.

No signup needed to explore the demo · Admin access required for live dashboard

Revenue Command Centre

Hidden Revenue

€12,400/mo

At Risk

€17,800

MRR

€56,200

Cross-Sell

6 opportunities

Renewals

3 urgent

€2.4M

Revenue protected

Across portfolio

98%

Renewal rescue rate

At-risk policies saved

Hidden opportunities

Found per advisor

72%

Advisor close rate

+5% vs last month

One platform, every revenue moment

From client meetings to recruitment, Revenue Copilot connects every part of your insurance business.

Revenue Command Centre

Live KPIs, hidden revenue, and renewal risk — your portfolio at a glance.

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Cross-Sell Engine

AI identifies hidden revenue in your client base with match scores and next actions.

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Renewal Rescue

Flag at-risk renewals before they lapse. Prioritise by commercial exposure.

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Advisor Copilot

AI-guided recommendations for your next client meeting, queued and ready.

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Candidate Sources

Connected candidate acquisition from every channel into one recruitment flow.

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Pilot Proposal

A focused, low-friction path to prove value before wider rollout.

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Interactive Demo

Try the full product yourself

Explore every screen with real sample data. Click through the sidebar, open any tab, and see exactly how Revenue Copilot works — no strings attached.

Click around the full app

Every tab, every screen

No login or signup needed

"Revenue Copilot changed how our advisors prepare for meetings. Every conversation now starts with live intelligence — not guesswork. We found €12,400 in hidden revenue in the first month."

Konstantinos P.

CEO · Senior Advisor

Ready to see it live?

Explore the full interactive demo with sample data, or log in to access the live dashboard. Admin access only.