Spyglaz AI

Financial ServicesCalifornia, United States11-50 Employees

Spyglaz AI is an AI-enabled growth platform for industries with producer-led sales, including life and annuity, investments, and property and casualty. We help carriers and financial firms strengthen the relationships that matter most by identifying top producers at risk, uncovering future high performers, and identifying agents and advisors who can successfully cross-sell across multiple product lines.

Spyglaz AI uses machine learning to predict which producers have the highest growth potential. Agentic AI, with human oversight and approval, then operationalizes these insights by creating follow-up lists, segmenting producers, selecting approved outreach content, sending emails, and tracking follow-up activity. Sales teams are supported with clear, system-driven recommendations that reduce manual effort and improve consistency. Spyglaz AI integrates directly with Salesforce and offers low-lift deployment options across any cloud-based environment, making it easy to embed into existing workflows. The result is higher producer premiums, stronger distribution partnerships, and long-term value creation.

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