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Insurance Agency Suite · Pricing
Propello365™ + Nexus365™ · Insurance Agency Suite

Strategy is sharper when
data powers every decision.

Propello365™ builds your growth strategy. Nexus365™ feeds it with live agency intelligence. Together, they form an integrated system that no standalone service can match — at a price that reflects the partnership.

Propello365™ Only

Growth Strategy & Advisory

$12,000/qtr

Structured growth frameworks, financial clarity, and strategic advisory — without the data intelligence layer.

  • Monthly financial health review
  • Cash-flow pressure point tracking
  • Go / Pause / Rethink recommendation
  • Unit economics & margin analysis
  • Multi-scenario financial modeling
  • New business production framework
  • Market penetration analysis
  • Agent RPE benchmarking

Strategy built on assumptions — not live agency data.

Best Value — Bundle & Save
Agency Intelligence Bundle

Propello365™ + Nexus365™

$20,000/qtr
Save $4,000 vs. buying separately

Growth strategy continuously informed by live data intelligence — a fully integrated operating system for your agency.

  • Everything in Propello365™ Core
  • Everything in Nexus365™ Core
  • ENHANCED INTELLIGENCE LAYER
  • Data-informed growth targets (Nexus feeds Propello strategy)
  • Renewal risk surfaced directly into growth planning
  • Agent RPE dashboards tied to coaching & production goals
  • Unified monthly briefing: strategy + data in one view
  • At-risk renewal insights embedded in retention playbook

The only way to get strategy and intelligence working in lockstep.

Nexus365™ Only

Data Strategy & Intelligence

$12,000/qtr

Unified data, renewal intelligence, and performance dashboards — without the growth strategy framework.

  • Core metric consolidation across AMS & CRM
  • Renewal timing & at-risk policy identification
  • Agent RPE performance dashboards
  • Monthly data-driven decision summaries
  • Cross-metric trend & driver analysis
  • Churn analysis by segment & product

Intelligence without a strategy framework to act on it.

Why the bundle outperforms both services separately

Propello365™ sets the strategy. Nexus365™ continuously feeds it with real data from your book. The result is a growth engine that gets smarter every quarter — not a set-it-and-forget-it plan.

Strategy grounded in real data
Your Propello365™ growth targets and production plans are built on — and continuously recalibrated by — live AMS and CRM data surfaced by Nexus365™. No more strategy built on assumptions.
Retention built into growth planning
Nexus365™ flags at-risk renewals weeks in advance. Propello365™ turns those signals into proactive retention moves embedded in your agency's growth playbook. Churn stops being a surprise.
Agent performance in full context
Nexus365™ surfaces per-agent RPE trends. Propello365™ uses those benchmarks to design coaching programs, set production standards, and drive measurable performance uplift across your team.

All engagements are confidential. Quarterly retainer agreements. Contact us to discuss scope and custom configurations.

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Propello365™ + Nexus365™ — Insurance Agency Suite

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