Andy NearyI help insurance professionals turn brand awareness into business growth.

Silos are costing you cross-sell opportunities. Bring all your agency data together!

24 Sept 2026 · 1 min

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Andy Neary explains how agencies selling both commercial insurance and employee benefits often use separate systems for each, blocking cross-sell opportunities. BrokerPro consolidates all agency data into one platform, eliminating silos and improving retention.

If I have an agency that sells both commercial and benefits, I think one of the things I see as a challenge is that's where you see a lot of silos, even down to platform. I know agencies that use one AMS for commercial and one for benefits.
Yeah.
Your platform, BrokerPro, brings all of that in-house in one place. Is that right? Absolutely.
And I think you made a really good point about, you know, even just like the commercial side and then the benefits side. Think about how many cross-sell opportunities are being missed because you just don't have that data in one spot, or maybe the people aren't talking because they just don't know. So I think that's a great point that you bring up of just the siloed. And I think it really— you can see it with retention, you can see it with cross-sell opportunities if you don't have that insight in front of you. And if you don't have that at the face of the customer, you're asking for trust with no evidence.