RFP in 30 Seconds — Get more competitive bids and better attention from the carrier with less work and effort. The Vertical Fox system leverages live carrier data to create RFPs in a constant format with perfect data every time. The less assumptions an underwriter has to make, the more aggressive they can be.
Instant Updates to Quotes & Renewals — Facilitate rapid adjustments to quotes and renewals whenever changes occur, bypassing the traditional reliance on spreadsheets. The result is a more iterative and shorter renewal cycle.
Real-Time Modeling in Meetings — Vertical Fox allows for dynamic contribution and underwriting modeling directly within client meetings, enabling brokers to adjust and project various financial scenarios on the fly. This capability ensures brokers can respond to client queries with precision and adapt strategies in real time, offering tailored solutions instantly. No more saying, “I’ll get back to you.”
Analytics Engine — Generate system-wide charts and in-depth analyses covering claims, demographics, plan design, enrollment trends, and PEPM costs. Vertical Fox transforms raw data into actionable insights, enabling brokers to make informed decisions quickly and present complex information in an understandable format to clients.
Brokerage Lifecycle Hub — From initial client engagement through renewal and retention, this centralized platform helps manage every step of the brokerage process. It streamlines tasks, improves team collaboration, and ensures continuity in operations, facilitating seamless transitions even in the face of employee turnover or absence.
Smart Data — Leverage advanced algorithms and the option to enforce a simplified peer review process, which ensures calculations and data are accurate. Vertical Fox can highlight potential red flags in plans, tier structures, contributions, and costs, offering automated renewal and quote analysis that alerts brokers to discrepancies or opportunities for optimization.
On-Demand Analysis — Pivot and address any client questions regarding costs, demographics, or plan data instantly during meetings. Vertical Fox eliminates the need to regroup or prepare follow-up responses, facilitating a more interactive, responsive, and client-focused consultation experience.
