Three weeks in, you have a coverage gap scan against your book: a concrete dollar figure on revenue already sitting in your policies. Six weeks in, we're running your first prospect campaign. Twelve weeks in, you have a playbook you keep whether or not we continue.
Every Bellwether engagement runs on infrastructure you own or control. Client records never train a shared model, never move to a third-party platform, and never persist beyond the scope you define. We operate under a signed data processing agreement on every engagement.
Four phases. Each phase produces a concrete deliverable. No six-month runway before you see results, no ambiguity about what you're paying for.
We access your AMS, CRM, and quoting systems. Export client and prospect records. Clean, connect, and reconcile the data into a single source your systems can read against. You don't build anything. We do.
Nine gap rules run against every policy in your book. The output is a branded report (the sample below) that names the clients, the gaps, and the estimated annual premium sitting recoverable. This is the number that changes the conversation.
One vertical, one campaign, one target list built from your ideal-client profile. Copy drafted. Sequences configured. Launch sign-off is yours. We run it, measure it, refine it. You learn exactly what works in your market before scaling.
Everything we built stays with you: the cleaned data foundation, the gap scan report, the campaign templates, the ideal client profile, and a written playbook covering what to keep running after we hand off.
A concrete dollar figure on revenue you're currently missing, a campaign that proved which prospects convert, and a playbook you can keep running or hand to us as the entry point to a bigger engagement.
Every Sprint produces a coverage gap scan report, a working artifact not a slide deck. Three findings shown here of what a typical scan surfaces. In a real report, expect nine to twenty findings ranked by estimated revenue.
The Sprint stands alone. If the results justify continuing into the Operating System, the Sprint fee credits against the OS setup, up to full credit if signed within 30 days of Sprint completion.
Everything we build in the Sprint becomes the foundation for what comes next. Nothing gets thrown away.
Request an engagement and tell us about your book. Every request is reviewed personally within two business days. If a Sprint fits, we'll scope it.