Enrich.
Every inbound record is instantly augmented with firmographic, demographic, and behavioral signal. The full picture — before the first conversation.
Vol. I · № 1
Insurance Intelligence — a daily record
Orem, UT · April 17, 2026
Where Experience Meets Data
The precision layer for profitable insurance growth.
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AUTO · LIVE
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Auto.
The Auto Desk
COMMERCIAL · LIVE
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Commercial.
The Commercial Desk
HOME · LIVE
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Home.
The Home Desk
Editorial · Vol. I
Insurance is not a data problem.
It is a judgment business — and the gap between marketing and underwriting has always been the most expensive seat in the house.
Every carrier, every agency, every MGA operates in a world where the difference between a profitable book and a failing one comes down to knowing which accounts deserve attention — and which do not. The cost of that judgment, compounded across a year of inbound, is the difference between loss ratios that make the quarterly review and ones that do not.
A line item that decided whether a campaign paid for itself — or quietly bled the book. — The most expensive seat in the house
We created The Switchboard because we have sat on both sides of the table — writing insurance AND funding the demand that feeds it. From that seat, the gap between marketing and underwriting was never theoretical. It was the line item that decided whether a campaign paid for itself or quietly bled the book.
So we closed it. What you see here is the intelligence layer we wished we had, built by the people who knew exactly what was missing — and exactly what it cost to not have it.
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The Intelligence
Five moves, in order, every time.
What happens to every inbound record between the source and the underwriter — in under five milliseconds, without a human in the loop.
Score.
Proprietary models, grounded in real insurance outcomes — not marketing proxies — assign a precision score. High-value rises. Noise falls away.
Segment.
Records auto-group by line of business, geography, policy type, and predicted lifetime value. Your team works the right book, not all of it.
Route.
Each scored, segmented prospect lands with the right person at the right time. No manual sorting. No cherry-picking. No wasted motion.
Analyze.
Real-time dashboards reveal which sources, segments, and producers convert — and which do not. The data loop closes. Strategy sharpens every cycle.
The Platform · Live
Meet Phoenix.
The engine behind The Switchboard — every inbound record enriched, scored, and routed before the first conversation.
↔ swipe to view all columns
Phoenix. Live in production.
Our Stack · Our Standards
Built here. Built right.
We did not assemble this out of third-party tools and hope. Every line of code, every data pipeline, every model — shipped in-house, in the United States.
American Made
Made in America. Run in-house.
Every line of code. Every data pipeline. Every model. Designed, shipped, and operated by our team in the United States. No white-labeled technology. No foreign dependencies. No vendors we cannot audit.
Built by Operators
Designed by people who have sat in both seats.
Shaped by people who have written policies AND bought the clicks — who’ve sat on both sides of the table where marketing meets insurance. Not engineers learning the industry on your dime.
Engineered for Scale
Speed and precision at insurance scale.
Clicks, Calls & Inbound Records — a real-time enrichment, scoring, and routing layer engineered for sub-5ms decisions. No single carrier or agency could assemble this stack alone; now available as infrastructure.
Who It’s For
One platform. Every distributor.
Engineered for the three audiences that shape insurance distribution — carriers, agencies, wholesalers. Different workflows, different economics, one intelligence layer underneath.
01
Carriers
Stop buying blind.
Enrich every inbound prospect with firmographic, demographic, and behavioral signal before a single dollar is spent on acquisition. See risk, fit, and expected value in real time — not after the quarterly review.
See how it fits →
02
Agencies
Work the right book.
Risk-scored prospects surface the high-value accounts and push noise to the bottom. Your producers spend time where it compounds — on the accounts most likely to close, renew, and expand.
Put it to work →
03
MGAs & Wholesalers
Match in milliseconds.
Route specialty risk to the right underwriter in under five milliseconds. No manual sorting. No cherry-picking. No dropped handoffs between intake and bind.
Wire it in →The Roster
Some of the brands we segment risk for
Carriers, agencies, and marketplaces across auto, home, and commercial — wired into the same intelligence layer.
RightSure
Root Insurance
Florida One
Progressive Commercial
American Family
Next Insurance
Next Call Club
Aspire General
RightSure
Root Insurance
Florida One
Progressive Commercial
American Family
Next Insurance
Next Call Club
Aspire General
Correspondence
Let’s talk.
No pitch decks. No pressure. Just a conversation about what intelligence could do for your book of business.
Thank you.
We received your note and will be in touch within one business day.