Insurance Agency Suite
Propello365™ + Nexus365™ · Free Assessment · 5 Minutes
Agency Growth &
Data Intelligence Score™
Discover exactly where your insurance agency stands on growth strategy, data utilization, renewal retention, and agent performance — and get a personalized roadmap to close the gaps.
New Business Growth
Policy Renewal & Retention
Agent Performance (RPE)
Data & Analytics Maturity
Operational Scalability
Built specifically for insurance agencies
Most agency consultants bring generic business advice. This assessment is built around the economics of insurance — policy renewal cycles, agent production metrics, churn dynamics, and market penetration strategies that actually move the needle for your agency.
Growth Strategy (Propello365™)
Structured frameworks for new business production, market analysis, agent RPE optimization, and scalable growth operations.
Data Intelligence (Nexus365™)
Unified data strategy that turns your AMS, CRM, and carrier data into proactive renewal alerts, churn analysis, and performance dashboards.
One integrated roadmap
Your results combine both dimensions into a single, prioritized action plan — so growth strategy and data strategy work in lockstep.
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Propello365™ + Nexus365™ — Insurance Agency Suite
Built by Top Rho Advisory