Insurance · Sales & Revenue Operations

Samso Industry Demo · Updated May 2026

Sales & Revenue Operations for Insurance

Sales for a P&C carrier is broker / agent channel pipeline + the renewal book - not B2B SaaS pipeline. Samso runs the submission-to-bound motion across 280+ independent agencies plus the renewal-retention engine on a $310M book of business with 38.5K policies in-force.

Function KPIs · how the sales & revops org reads its own week

New business pipeline

$84M

2.4× coverageSubmissions in flight across 280+ agencies

Quote → bind win rate

24%

+3pp LTMBound / total quoted

Avg policy size

$8,050

+4.2% LTMMix shift to specialty property + pro lines

Renewal retention

88.2%

vs 92% targetWorkers-comp pricing pressure on mid-market

Broker submission waterfall - Q2 by stage

STAGE COUNTS · SUBMISSIONS · $ PREMIUM VALUE OVERLAY · MOCK DATA

04408801.3K1.8KSUBMISSIONS845321$ VALUE · $MSUBMISSIONCLEARANCEQUOTEDNEGOTIATINGBOUNDBOOKED

New business pipeline

Open submissions (Tier-A · Tier-B · Tier-C agencies)Stalled / declined-to-quote (>30 d no movement)

Renewal book

Renewal pipeline $264M earned · 88.2% retention · workers-comp pricing pressure

Twelve services · sized to insurance

Each tile is what Samso runs in this function for a insurance org.

01 · Service

Prospect Research Briefs

Pre-call briefs on every target agency - book mix, incumbent carriers, recent producer hires, and submission patterns - sales walks in informed.

Briefs / wk

22

Sales coverage

28 / 28

02 · Service

Personalized Proposal Generation

Quote letters + bind packets + cover memos drafted from sales intake - turnaround drops from 5 days to 1.5 across 4 LOBs.

Proposals / mo

1.0K

Days to draft

1.5

03 · Service

Pricing & Quote Automation

Class plans, schedule mods, and producer commission grids wired into the quoting engine - pricing exceptions routed to UW with audit trail and DOI fit.

Quotes / mo

1.6K

Approval cycle

6 hr

04 · Service

Sales Deck Builds

Tier-specific decks (Tier-A national · Tier-B independent · Tier-C wholesale) built from master narrative - the deck the producer team actually presents.

Deck variants

5

Refresh

Quarterly

05 · Service

Discovery Call Prep Packs

One-page brief per agency call - appetite hooks, book-mix angles, claims-experience cross-sell to specialty property - what lands the second meeting.

Packs / wk

22

→ 2nd meeting

58%

06 · Service

Call Transcripts to CRM Notes & Follow-ups

Producer-rep call recordings summarized into CRM fields, next steps, and producer follow-up - same day, with appetite + form attachments embedded.

Calls / wk

120

Auto-CRM coverage

92%

07 · Service

Pipeline Hygiene Reports

Weekly hygiene flags stale submissions, missing UW info, and expired indications - currently flagging Tier-B agencies at 1.8× coverage vs 2.5×.

Stale subs

120

Hygiene score

84%

08 · Service

Win/Loss Analysis Synthesis

Bound + lost submissions themed by competitor, rate posture, and form coverage - the input the pricing committee uses to retune by class each quarter.

Subs analyzed

84

Top loss reason

Rate

09 · Service

Battle Card Generation

Live battle cards for the 8 in-segment carriers - refreshed from public form filings, broker intel, and lost-submission patterns by class.

Cards live

8

Cadence

Bi-weekly

10 · Service

Territory & Account Segmentation

Tiered agency plan by book size, LOB mix, and geography - Tier-A get the senior producer, Tier-C get the inside-sales sequence and producer portal.

Active agencies

280

Producer reps

28 + 6

11 · Service

Commission Calculation Workbooks

Per-agency commission tied to bound premium, profit-share, and growth bonus - full audit trail for compliance and finance with split-credit math handled.

Agencies in plan

280

Rule sets

5

12 · Service

QBR Deck Automation

Per-territory QBR decks assembled from bound premium, pipeline, retention, and loss-ratio metrics - what regional distribution walks through every quarter.

QBRs / qtr

28

Days to draft

2

What you get · every week & every month

Concrete deliverables, not just dashboards.

Deliverable

Weekly pipeline + submission review

Coverage, stage distribution, stalled submissions, agency-tier gaps - what the head of distribution walks through with regional producers Monday morning.

Deliverable

Daily producer-rep prep briefs

Pre-call briefs for every producer appointment on the calendar - agency book mix, incumbent carrier, appetite angles - delivered by 7am.

Deliverable

Auto-CRM hygiene + transcripts

Producer-rep call recordings summarized into CRM fields, next steps, and follow-ups - same day, with appetite + form attachments embedded.

Deliverable

Quarterly win/loss + retention scorecards

84+ subs themed by competitor, rate, and form - plus per-agency scorecards on bound premium, retention, and loss-ratio contribution to book.

Insurance · Sales & Revenue Operations

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