# LAUNCH \| Helping Agents Become Trusted Advisors > Helping Agents Become Trusted Advisors ## At a glance | Field | Value | | --- | --- | | Category | Distribution & Sales | | Type | Solutions Provider | | Region | NA | | Headquarters | Omaha, Nebraska, USA | | Stage | Growth | | Employees | [Unknown] | | Funding | Bootstrapped | ## Overview LAUNCH is a sales enablement and client management platform for insurance agencies and advisory teams. The software helps independent producers move away from price-based competition by structuring repeatable advisory workflows that turn risk assessments into business cases and qualified prospects into clients. The platform is delivered as a SaaS product and includes tools for conducting niche-specific risk assessments, generating branded client reports, hosting white-labeled client portals, and tracking mutual action plans. Products are designed to replace ad hoc agency sales processes with systematic, advisor-led engagement cycles. The company reports more than 150 advisory teams using the platform, with a reported 87% assessment completion rate and 90% of meetings resulting in mutual action plans. Pricing starts at USD 100 per producer per month for small firms, with custom pricing available for larger agency deployments. ## Products & services ### Assessment Engine A library of niche-specific risk assessment tools that enable producers to conduct structured client conversations and measure risk exposure. The engine supports industry-specific question sets, scored responses with client-facing insights, and lead capture functionality. **Key features:** - Industry\-specific risk assessment question libraries - Scored responses with client insights - Client\-facing assessment forms with lead capture - 87% reported assessment completion rate *Target users:* Insurance producers and advisory teams ### Case Builder An AI-powered report generation tool that converts risk assessment data into branded business case documents. Designed to help decision-makers take action by presenting risk profiles in a narrative format rather than a raw spreadsheet. **Key features:** - Branded professional report output - Risk profile scorecards - Action plan recommendations - Frontline underwriting narrative format *Target users:* Insurance producers, account managers ### Branded Account Rooms White-labeled client portals that allow agencies to present a consistent branded experience through the advisory cycle, from initial diagnosis to delivery of recommendations. **Key features:** - White\-labeled portal with agency branding - Secure document sharing and file storage - Client collaboration and task tracking *Target users:* Insurance agencies, advisory teams ### Mutual Action Plans A structured next-step tracking tool that documents shared commitments between producers and prospects, with visible checkpoints to keep opportunities progressing. **Key features:** - Shared action plan templates - Progress tracking and accountability checkpoints - Integration with broader advisory workflow *Target users:* Insurance producers, account executives ## Category & focus - Subcategories: Agency Sales Enablement, Client Engagement, Proposal Generation - Insurance verticals: P&C Commercial, Group Benefits, Specialty/E&S - Target customers: Agents/Agencies, Brokers ## Notable customers - 87% assessment completion rate - 3x faster client qualification cycles - 90% of meetings result in mutual action plans ## Links - Website: - Directory profile: - Login: - Demo/contact: --- *Last updated: 2026\-05\-17*