See Your Broker Relationships
Like Never Before.
The first Broker Experience Management platform for insurance carriers — helping you measure, predict, and improve broker loyalty and growth.
You Can’t Manage What You Can’t Measure.
Brokers drive up to 80% of all premium revenue — yet most carriers have no structured way to measure how brokers feel about doing business with them. Without visibility into broker sentiment, carriers risk preventable churn, missed renewals, and weakened relationships.
Blind spots in broker sentiment
Operational friction and quoting delays
Low responsiveness and unclear incentives
No link between broker experience and revenue
Introducing BrokerPulse – The System of Action for Broker Experience.
BrokerPulse brings Broker Experience Management (BXM) to life. It helps carriers continuously measure broker sentiment, identify friction points, and act before churn occurs.
Broker Advocacy Index
Measure promoter, passive, and detractor brokers
Ease of Doing Business Metrics
Identify friction in quoting, service, and renewals.
Financial Correlation Models
See how experience drives retention and premium flow.
Action Playbooks
Move passives to promoters with targeted interventions.
Managed Program Delivery
VistaXM operates the program for you.
Experience Is the New Retention Strategy
Traditional metrics show what brokers do — but not why they do it. BrokerPulse connects broker sentiment directly to renewal rates, advocacy, and growth.
For every $1 billion in brokered premium, a 2-point retention improvement equals $20–40 million in preserved revenue.
$60–80M annual financial impact
5–10x ROI in 12 months
90-day time to first insights
From Listening To Action.
BrokerPulse combines structured listening, predictive analytics, and managed operations to deliver measurable results — all within 90 days.
| Phase | Duration | Description |
|---|---|---|
| Discover | 4-6 weeks | Map broker ecosystem and define KPIs. |
| Measure | 6-8 weeks | Capture sentiment across key touchpoints. |
| Analyze | 8-12 weeks | Correlate experience to retention metrics. |
| Act | Ongoing | Launch playbooks and close feedback loops. |
Managed Experience. Measurable Results.
BrokerPulse is delivered through VistaXM’s Customer Experience as a Service (CXaaS) model — a managed service combining strategy, technology, and operations.
Strategy & Design by CX Experts
Qualtrics-powered analytics stack
Ongoing reporting and governance
Dedicated CX program team
Real-time dashboards
Ready to Protect Millions in Premiums?
See how BrokerPulse can help you measure and improve your broker relationships — before churn happens.
