High Volume Brokers Target insurance brokerages with high transaction volume where Flow’s end-to-end AI placement lowers costs and reduces errors while increasing win rates. Offer a pilot to demonstrate ROI quickly, emphasizing fast onboarding and measurable efficiency gains.

CRM and Omni-Channel Flow integrates omni-channel outreach (API, portals, emails) and client-ready proposals with common CRMs such as HubSpot. This creates a strong upsell opportunity for agencies seeking a unified marketing, engagement, and placement workflow in a single system.

Platformless AI Advantage Promote Flow as a platformless AI solution that eliminates outdated portals and complex integrations. Position as a fast-to-value option for mid-market agencies frustrated with vendor fragmentation and looking to streamline the placement process.

Strategic Partnerships Leverage Flow’s Series A backing and marquee investors to pursue strategic partnerships with carriers, reinsurers, MGAs, and brokers looking to modernize distribution. Propose co-marketing, integrations, and joint go-to-market programs.

ROI Driven Pilots Frame the value proposition around measurable ROI: cost reductions, fewer errors, and higher win rates on high-volume deals. Offer short, defined pilots with success metrics to accelerate adoption and expand the customer footprint.