Make risk obvious
& change easy
Diagnose what's hidden. Prescribe what matters. Collaborate to fix it.
Make risk obvious
& change easy
Diagnose what's hidden. Prescribe what matters. Collaborate to fix it.
Make risk obvious
& change easy
Diagnose what's hidden. Prescribe what matters. Collaborate to fix it.
For Advisors, By Advisors
How it works
How it works
How it works
Insights that get you past the premium
and workflows that clone your agency's top producers
Assessments
Import holistic assessments or create your own to ensure producers are asking the right questions.
Collect Responses
Collect assessment responses from clients either virtually or in person.
AI Analysis
Analyze risk profiles from insurance to employee benefits, safety, perpetuation planning, and beyond.
Action Plans
Create and share action plans with clients via our white label client portal.
Assessments
Import holistic assessments or create your own to ensure producers are asking the right questions.
Collect Responses
Collect assessment responses from clients either virtually or in person.
AI Analysis
Analyze risk profiles from insurance to employee benefits, safety, perpetuation planning, and beyond.
Action Plans
Create and share action plans with clients via our white label client portal.
Assessments
Import holistic assessments or create your own to ensure producers are asking the right questions.
Collect Responses
Collect assessment responses from clients either virtually or in person.
AI Analysis
Analyze risk profiles from insurance to employee benefits, safety, perpetuation planning, and beyond.
Action Plans
Create and share action plans with clients via our white label client portal.
Features
Features
Features
It's impossible to manage what you cannot measure
Solve the cold start problem. LAUNCH gives every producer a foothold into their next client conversation.
Track improvements over time
Easily compare and aggregate your client contacts assessment responses over time.
Show ROI over time
Identify lagging indicators
Ensure strategic alignment from executive team members
Track improvements over time
Easily compare and aggregate your client contacts assessment responses over time.
Show ROI over time
Identify lagging indicators
Ensure strategic alignment from executive team members
Track improvements over time
Easily compare and aggregate your client contacts assessment responses over time.
Show ROI over time
Identify lagging indicators
Ensure strategic alignment from executive team members
White label client portal
Invite key client contacts to view assessments, action plans, and risk grids via our beautiful white labeled client portal.
Take assessments
View action plans and get reminders
Submit risk grids
White label client portal
Invite key client contacts to view assessments, action plans, and risk grids via our beautiful white labeled client portal.
Take assessments
View action plans and get reminders
Submit risk grids
White label client portal
Invite key client contacts to view assessments, action plans, and risk grids via our beautiful white labeled client portal.
Take assessments
View action plans and get reminders
Submit risk grids
The LAUNCH Risk Grid
Advisors and client contacts alike are invited to label their key impact areas on our drag and drop risk grid.
Valuable client data that leads directly to sales
Discover gaps
Talking in terms of frequency and severity shows you mean business
The LAUNCH Risk Grid
Advisors and client contacts alike are invited to label their key impact areas on our drag and drop risk grid.
Valuable client data that leads directly to sales
Discover gaps
Talking in terms of frequency and severity shows you mean business
The LAUNCH Risk Grid
Advisors and client contacts alike are invited to label their key impact areas on our drag and drop risk grid.
Valuable client data that leads directly to sales
Discover gaps
Talking in terms of frequency and severity shows you mean business
Dark Mode &
Custom Themes
Sometimes you just gotta express yourself.
Sometimes you just gotta express yourself.
"LAUNCH offers a unique edge, giving brokers a clear pathway to becoming comprehensive risk and business advisors.”
Drew Yancey, PHD
COO Incite Performance Group
"It has completely changed the way in which we are able to work with both clients and prospects”
Seth Denson
GDP Partners