Competitive Edge Amplifier

Step Up
Stand Out

Differentiate your brokerage with unparalleled efficiency and client-centric innovation.

Stay ahead of the curve.

The brokerage industry is marked by intense competition, where industry leaders set themselves apart through advanced technology, strategic foresight, and unparalleled client service. These leaders leverage real-time data, analytics, and innovative client engagement tools to make informed decisions, ensuring they’re always several steps ahead.

With Vertical Fox, you’re not just catching up; you’re setting the pace.

By adopting the strategies and tools that define industry leaders, your brokerage can not only gain a competitive edge — it can redefine what it means to lead in the modern brokerage landscape.

Become an industry leader.

Vertical Fox equips you with innovative solutions and data-driven decision-making capabilities that are hallmarks of top firms. Transform the client experience with dynamic modeling and analytics, providing transparency and insights that build trust and loyalty.

Operational efficiencies gained through the platform free up resources for strategic growth and innovation, attracting top talent and solidifying your brand’s reputation.

When you leverage Vertical Fox, you instantly stand out in a busy crowd. While the competition won’t stop knocking at your clients’ doors, your competitive edge helps ensure the door remains shut.

Key benefits of the Competitive Edge Amplifier

Enhanced Industry Reputation

Clients want to work with a broker that consistently makes transparent, data-driven strategic decisions.

Faster Growth

Streamlined processes and comprehensive insights enable brokers to rapidly expand their client base and market presence.

Attract Higher-Level Talent

Top professionals want to work at an innovative company that stays ahead of the curve rather than playing catchup.

Higher Client Retention

Deep, actionable insights foster transparency and keep clients engaged and loyal.

Less Stress for Brokers

Fewer fires to put out means more time and space for strategy, client service, business development, and vacation.

Increased Margin

The operational efficiencies and superior client service capabilities provided by Vertical Fox translate into higher profitability for brokers.

Live Data in Meetings

Real-time access to data during client meetings empowers brokers to provide dynamic, responsive service and build stronger client relationships.

The Vertical Fox Solution

Unique Innovative Features — Vertical Fox seamlessly integrates analytics and underwriting engines that work with claim data to analyze and efficiently negotiate renewals and funding arrangements. This ensures employers secure the best possible deal and that decisions are both informed and sustainable.

Client-Facing Portal — Employers love having 24/7 access to their data and insights, which enhances client autonomy and satisfaction with the brokerage services.

Digital Innovation — With decades of broker experience baked into Vertical Fox, the platform utilizes cutting-edge technology to streamline a consultant’s daily tasks and help develop strategies that set them apart from the competition.

Dynamic Modeling & Financial Engines — Reduce the duration and frequency of meetings by leveraging live data to model contributions, compare plan features, analyze demographics, and address client inquiries on the spot. 

Vertical Fox provides comparative tools for reviewing monthly claim utilization, forecasting, assessing historical trends, and evaluating the financial justification of renewals or quotes. This eliminates the need to say “we’ll get back to you.”

Increased Transparency — Vertical Fox’s comprehensive reporting tools increase transparency, allowing clients to see the full spectrum of their data and the work the broker does on their behalf.

Broker Dashboard — A comprehensive dashboard centralizes all client data and provides brokers with real-time reporting on all aspects of their book of business, not just individual accounts, ensuring they are always informed and in control.

Book a Meeting to Learn More

Benefits management software built by brokers

Vertical Fox was created by a team of benefits experts with a combined century of industry experience.

So often, big tech companies create a solution without fully understanding the complexity of the problem.

At Vertical Fox, we have first-hand experience with the challenges of growing a benefits business while providing exceptional service to clients. 

Our mission is to help grow your business and position you for the future by leveraging data currently trapped in spreadsheets. Our end-to-end software solution enables you to provide a differentiated experience and superior results to your customers – all with far less effort than the practices used today.

Top Brokers and Employers Trust Vertical Fox

"Vertical Fox is the epitome of innovative technology that addresses challenges and creates opportunities."

“Consultants and clients love seeing the iterative process that Vertical Fox enables.
Clients also appreciate the visibility and flexibility of the platform, which, in turn, allows our teams to focus more time on strategic discussions and client service.”

Kamil Vojar, Vice President
NFP Corporate Services (NY), LLC


"Vertical Fox is the future of the benefits industry - every client should be on this."

“Vertical Fox is a trusted partner we can utilize to enhance our relationships with our employee benefits clients. Deploying Vertical Fox has enhanced our client engagement and experience while reducing the time, effort and number of meetings normally required.”

Al Marino, TRA
Principal at Ascela: a PCF Company
ascela logo

Clients regularly tell their brokers how much they love Vertical Fox.

“Once you showed me this, I knew which broker I was going to hire.”

“Vertical Fox turned a 3-day weekend into an hour of work.”

“I’m so impressed with this platform I’m at a loss for words.”