Innovation-Driven Growth:
New AI capabilities were highlighted across products in 2026 and third‑party recognition for AI innovation indicates active product investment. Launches such as the Velocity AI Platform and embedded AI agents further signal a roadmap focused on modernizing insurance workflows.
Product Line Growth:
Portfolio expansion via acquisitions—MGA Systems (2022) and Surefyre (2024)—broadened MGA/wholesale capabilities and automation footprint. Added AI features showcased at Accelerate 2026 and enhancements in Surefyre point to continued expansion of solution breadth.
Strong Market Position & Advantage:
Presence with top agencies is underscored by 98 of the top 100 agencies relying on its solutions, alongside a large installed base across carriers, agencies, MGAs, and state governments. PL Rating’s #1 position in G2’s Summer 2026 underwriting and rating grid suggests competitive strength in a key product line.