An AI Software Company Serving the Insurance and Investments Industries

Insurance and investment firms depend on agents and advisors for growth, yet most lack timely visibility into who is accelerating, who needs support, and who is at risk. We built Spyglaz AI to provide that visibility at scale and enable more effective outreach across producer networks.

Spyglaz AI applies machine learning, agentic automation, and large language models to analyze thousands of performance signals. The platform identifies emerging trends, flags producers who may benefit from engagement, and surfaces new producers with strong potential. It then supports execution by generating targeted follow-up lists, drafting outreach, reinforcing high-value activities, and streamlining workflows that keep teams focused on meaningful engagement.

Our vision is to give distribution teams the insight, scale, workflow, and execution support needed to engage producers proactively and deliver more consistent revenue outcomes.

Agent Sales Growth, Advisor Sales Growth, Broker Consultant Sales Growth, Optimize Distribution Partner Relationships, Optimize Wholesaling Efforts, Policyholder Retention, Reduce Lapse Rates, Annuities, Artificial Intelligence, Machine Learning, Generative AI, Innovation, Digital Transformation, Investments, Wealth Management, Insurtech, Fintech, Retiretech, and Agentic AI