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
150+
Advisory teams supported
3x
Faster client qualification cycles
90%
Meetings with a mutual plan
How It Works
Lead with the business,then align the solution
Each producer gets a repeatable path from first call to strategic recommendation, so every opportunity feels premium and directional.
Diagnose
Understand their business
Goals, operations, controls
Analyze
Strengths, weaknesses & threats
Turn insight into intelligence
Advise
Hand prospects your agency POV
A business case & plan to take back control of their place in the market
LAUNCH gives brokers a clear path to lead strategic business conversations and separate from quote-first competition.
Drew Yancey, PhD
COO, Incite Performance Group
Outcomes
A repeatable motion teams canscale across every producer
High-performing firms do not rely on isolated seller talent. They operationalize advisory behavior and reinforce it through systems.
Shorter sales cycles
Producers move from discovery to proposal with stronger shared context.
Better renewal posture
Teams stay proactive with visible plans and accountable checkpoints.
Higher client confidence
Decision-makers receive clear, business-first narratives they can act on.
Platform Capabilities
The system behind consistentadvisor-grade execution
Every module supports a single objective: help producers lead sharper conversations and convert trust into business outcomes.
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
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
Agency Wide
For organizations needing a tailored, scalable approach with deeper analytics, integrations, and dedicated support
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
Questions about pricing? Contact us
Ready to win more business onstrategy, not price pressure
Book a guided walkthrough and see how LAUNCH structures advisory conversations from discovery through decision.
Questions? Email us at ccramer@mylaunch.io