THE OPERATING SYSTEM · $4–6K/MONTH
Once the foundation is in place, Bellwether reads the book every month so your team doesn't have to remember to. Each month ends with a one-page brief: what changed, what to act on, and what the system learned.
MONTHLY BRIEF · NOVEMBER
For the principals
WHAT CHANGED IN THE BOOK
Personal lines retention held steady. Two commercial accounts were remarketed by competitors ahead of renewal.
ACT ON THIS MONTH
WHAT WE REFINED
Machine shop accounts now score higher for umbrella fit, based on last month's responses.
Bellwether note: Every refinement is logged, so you can see exactly how the system changed.
THE MONTHLY RHYTHM
STEP 1
Read the month
New business, renewals, lost accounts, and stalled quotes since the last brief.
STEP 2
Draft the brief
One page for the principals: what changed and what to act on.
STEP 3
Refine the system
What we learned from last month's responses goes back into how the book is scored. Every change is logged.
STEP 4
Queue next month
Campaigns, follow-ups, and Workbench tasks lined up for your team.
WHAT IT WATCHES
What you have, where it's concentrated, and where it's thin.
Who deserves attention this month, and why.
What may be missing across households and accounts.
Where business stalls between quote and bind.
Better context in front of the team before every renewal.
Information turned into a short list of actions.
WHY IT COMPOUNDS
Every month makes the system harder to replicate.
Off-the-shelf software starts every agency with the same product. Bellwether learns your clients, carriers, exceptions, and decisions, and that context stays with your agency.
Improvements to our methods carry from one engagement to the next. Your data, and what's built on it, do not.
SETUP
$15–20K
MONTHLY
$4–6K
TERM
12 months, then month to month
INCLUDES
The monthly brief, Workbench tools as scoped, and exclusivity in your market
ONE AGENCY PER MARKET
We work with one agency per market. Tell us where you are and what you're trying to solve. Every request is read personally, and you'll get an honest answer on fit and availability.