LAUNCH | Helping Agents Become Trusted Advisors

Helping Agents Become Trusted Advisors

Distribution & Sales Growth 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

At a Glance

Headquarters: Omaha, Nebraska, USA
Employees: [Unknown]
Funding: Bootstrapped

Category & Focus

Category: Distribution & Sales
Subcategories: Agency Sales Enablement Client Engagement Proposal Generation
Insurance Verticals: P&C Commercial Group Benefits Specialty/E&S
Target Customers: Agents/Agencies, Brokers