FOR COMMERCIAL INSURANCE TEAMS — BROKERAGE & MGAs

Account and Relationship Intelligence for Insurance Front Office

Captures every interaction. Constructs the full story of every account and relationship to surface insights. Take personalized actions to win, serve, retain, and grow every account.

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The full account story, put to work at every stage.
Intelligence across the client lifecycle
1New interaction Meeting

The President, almost in passing: "Our last major claim took forever to resolve and cost us more than the check."

2Connects it to the account's existing context
Captures the meetingPresident’s costly claim experience
Highroot Intelligence

One quiet comment from the person who signs outweighs months of price talk. The operations lead independently raised the same concern, asking how claims advocacy works. Price is the stated criterion. Claims-handling certainty is what will decide this pursuit.

3Take action Win / pursuit strategy
Lead with claims advocacy, not price.

Keep pricing competitive, but make claims execution the center of the pursuit.

    Integrations

    Works with the systems you already use

    Highroot automatically captures account and relationship context across the tools your team works in every day. No new data entry.

    Calls
    Messages
    Email
    In-person
    Virtual meeting
    Calendar
    Documents
    CRM/AMS
    Applied Epic
    AMS360
    HawkSoft
    Salesforce
    Outlook
    Gmail
    Google Calendar
    Zoom
    Microsoft Teams
    RingCentral
    OneDrive
    SharePoint
    Google Drive
    Built into your workflow

    Three steps. No new habits.

    1

    Connect

    Highroot connects to the tools your team already uses, including email, calendar, phone calls, Zoom and Teams, document stores, CRM, and AMS. Nothing to migrate or replace.

    2

    Capture

    Highroot captures the account and relationship context already created across interactions and systems, including follow-ups from in-person conversations. No new data entry required.

    3

    Act

    Highroot connects the full history of every account and relationship, then surfaces the right insight and action at the right moment.

    Data & control

    Your data, your clients, your control

    Highroot handles confidential commercial account information, and is built accordingly.

    Never used for AI training

    Your client and agency data is never used to train AI models. Period.

    Single-tenant architecture

    Your agency's data lives in its own isolated environment, never pooled with other agencies.

    Zero data retention

    Zero-retention agreements with AI model providers. Your data is processed, not kept.

    Agency-controlled access. Your agency decides who sees what, aligned to how account responsibility already works.

    Getting started

    Prove it on one book.

    Highroot deploys on a single book of business: one team, one renewal cycle. Measure the difference. Then expand.

    • Connected to your stack in days, not months
    • No workflow change for producers or account teams
    • See results by your next renewal cycle

    Talk to us

    Tell us about your agency. We'll come back within one business day.