Built for advisors by advisors

Become an Agency That Wins on Process

We help producer teams lead smarter first meetings, qualify faster, and turn insight into action without rushing to quoting

Trusted by forward-thinking agencies

Process-driven
AI-powered
Client-focused
Launch Platform Dashboard

What We Do

Sell Your Process
Not a Price

We connect high-trust sales strategy with AI systems that make process your biggest differentiator

1

Diagnose

Understand their business

Goals, operations, controls

2

Analyze

Strengths, weaknesses & threats

Turn insight into intelligence

3

Advise

Hand prospects your agency POV

A business case & plan to take back control of their place in the market

Our Tools

Stand Out in a Sea of Quote & Hope

The deliverables you need to show up like a trusted advisor

Assessment Engine

Turn insight into structured conversations

Ready-to-use, niche-specific risk assessments that help producers have meaningful conversations and measure real impact. Stop guessing—start diagnosing.

  • Industry-specific question libraries
  • Scored responses with insights
  • Client-facing assessments
  • Lead capture forms

Case Builder

Create persuasive business cases

Turn frontline underwriting into clear, persuasive business cases that help decision-makers take action. Move beyond spreadsheets to storytelling.

  • AI-powered report generation
  • Branded professional reports
  • Risk profile scorecards
  • Action plan recommendations

Branded Account Rooms

Scale high-trust advisory work

Put your brand on the full experience. From diagnosis to delivery, we build your firm's own platform to manage client relationships and deliverables.

  • White-labeled client portals
  • Document sharing & collaboration
  • Task management & tracking
  • Secure file storage

Pricing

A Small Price For a Serious Advantage

and the simplest pricing ever invented

Per Producer

For firms with up to 10 producers who want a sharper, repeatable way to win and retain accounts

$100/month

What's included:

  • Unlimited Assessments

    Diagnose client risks and start meaningful conversations

  • Case Builder

    Turn insights into clear, actionable business cases

  • White-labeled client rooms

    Keep clients engaged with a branded, always-on hub

  • Mutual Action Plans

    Drive opportunities forward with structured next steps

Get Started
Popular

Agency Wide

For organizations needing a tailored, scalable approach with deeper analytics, integrations, and dedicated support

Contact us

for pricing

What's included:

  • Everything in Per Producer Plan

  • Advanced Reporting & Analytics

    Track producer performance and pipeline health

  • Custom Integrations & Workflows

    Adapt LAUNCH to your existing systems

  • Dedicated Onboarding & Support

    Hands-on setup and priority assistance

Let's Talk

Questions about pricing? Contact us

"LAUNCH offers a unique edge, giving brokers a clear pathway to becoming comprehensive risk and business advisors."

DY

Drew Yancey, PhD

COO, Incite Performance Group

Why Launch

Built for Advisors, By Advisors

We understand the challenges of advisory work because we've lived them. Launch was created to solve the real problems agencies face every day.

Process-Driven

Systematic approach to client relationships

AI-Powered

Intelligent insights from assessment data

Client-Focused

Collaboration tools built for advisors

Results-Oriented

Measurable impact on your business

Alignment starts with Assessment

Ready to Transform Your Advisory Approach?

Join forward-thinking agencies who are winning on process, not price. Schedule a personalized demo and see how Launch can elevate your client relationships.

Secure & Compliant
Dedicated Support
Quick Setup

Questions? Email us at ccramer@mylaunch.io

    Launch - Win on Process