Client Portal — Provide a centralized location for all client data and analysis, enabling easy access without the need to contact the broker for every query. This feature significantly enhances transparency, empowering clients with immediate access to their information and fostering a deeper trust in the brokerage’s services.

Dynamic Modeling — Utilize live data during meetings to model contributions, sort plan features, demographics, and directly address client inquiries on the spot. This eliminates the need to say “we’ll get back to you” and keeps the process moving.

Real-Time Financial Analytics Engines — Analyze historical claims, project future costs, validate renewals and quotes, and negotiate with confidence. Vertical Fox incorporates engines designed to assist in underwriting, financial arrangements, and contribution modeling, enhancing the strategic advice and securing the best possible outcomes for clients

Comparative Tools — Offer side-by-side data comparisons to assist in the evaluation of renewals, quotes, and funding arrangements. This capability simplifies complex decisions, helping clients understand their options more clearly and making it easier for brokers to guide them towards the most advantageous choices.

Built-in Peer Review and Data Checks — Ensure increased accuracy and locked-down financials through a simplified peer review process. This system highlights potential red flags in plans, tier structures, contributions, and costs, offering automated renewal and quote analysis. It alerts brokers to discrepancies or optimization opportunities, reinforcing the reliability of the data presented to clients.

Client Care Tools — Consolidate reporting to ensure no deadlines are missed and no opportunities slip through the cracks. Having the entire book of business in one place allows brokers to efficiently manage follow-up communications, schedule meetings, and proactively plan next steps, ensuring a smooth and attentive client care experience.