Economic Value
Know the economic value of your book, every day.
Each policy is valued from the cohort history of policies like it, then rolled up into a value for the whole book, recalculated daily by producer, carrier, agency, and line.
Why Revori
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Revori came out of the work itself.Hear why we built Revori and the brokerage finance problem it grew out of.
Platform
Company
Revori came out of the work itself.Hear why we built Revori and the brokerage finance problem it grew out of.
For independent insurance brokerages
Know what your book is worth. Every day.
A live view of your book’s economic value by producer, carrier, and agency, and how that value changes over time.
Your book is your biggest asset. You can’t see its economic value.
A slowdown appears in your revenue months after it hits your book. Producers are writing policies today that won’t pay for months, and nothing in your AMS or ledger shows what your book is worth right now.
What is Revori?
Revori builds a cohort-based model of your Book of Business over time, tracking individual policies through their reporting lifecycle. Across thousands of policies, that history shows what a policy written today will pay, and how much it will have paid by the end of its life. The result is the economic value of your book, updated daily and broken down by producer, carrier, agency, and line. Revori also connects to your general ledger, so you can compare what the book is projected to pay with the revenue you have actually booked. Your AMS and general ledger stay as they are.
Visibility you’ve never had.
Economic value, daily
Know what your book is worth today and see when it starts to slip, instead of waiting a year for a consultant to tell you.
Producers
Track the value every producer is bringing to your brokerage, not just what they wrote this month.
Carriers
Know which carrier relationships are building value and which are losing it as policies lapse.
Prospective acquisitions
Load a target’s book during diligence and see its economic value on the same basis as your own, before you agree on a price.
Put the model to work.
Interrogate your book in plain English. Ask questions of your production, generate files, request any visualization, and distribute reports automatically to finance, accounting, and sales.
Every answer and output traces back to the policies behind it.
Your data stays yours.
Revori runs on a private machine dedicated to your brokerage. Your production, ledger, and policy data never leaves it, and none of it ends up in someone else’s system.
Where Revori Delivers.
One model of your book’s value, used across the business.
REVORI.
Financial Model
Sales & Producer Performance
See the value each producer is building.
Look past this month’s production to the economic value each producer’s book is adding, and how it changes as policies renew and lapse.
Acquisitions
Value a prospective acquisition before you agree on a price.
Bring a target’s book into Revori during diligence, even if it runs a different AMS, and model its realization rates and economic value the same way you model your own.
Financial Analysis
Tie book value to your financials.
Connect changes in book value to revenue and the general ledger, and build forecasts and budgets from how your book has actually converted to revenue.
Accounting & Workflows
Build financial outputs from a consistent underlying model.
Connect policy activity, reported production, and ledger transactions to support reconciliations, revenue recognition, journal entries, and repeatable finance workflows with traceable results.
From first call to pilot in three months.
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Month 1
Discovery
We learn how your brokerage runs, map your AMS and general ledger, and agree on what the pilot should answer.
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Month 2
Historical data ingested
Revori ingests your historical production and book of business snapshots and builds the model of your book.
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Month 3
Pilot
Your team explores the model: economic value by producer, carrier, and agency, reporting, and asking questions of your book in plain English.
Stop basing decisions on carrier reporting schedules.
Book a call