The cross- and upsell agent for insurance brokers
Growth Score
AttentionChurn Risk
At Risk847
clients
612 HH
€1.28M
premium
↑ 4.2%
87
renewals
next 90d
2.1
prod/HH
target: 3.0
Product Distribution
Revenue at Risk
The Insurance Broker World Is Changing
Those who don't leverage AI will be left behind. Here's why modern brokers need Ovio.
Your BMS manages data, not growth
Tools like Brio or BrokerCloud store policies and client data — but they can't surface hidden cross-sell signals, predict churn risk, or trigger proactive outreach when it matters most.
BMS DatabaseStatic dataClientPolicyDateStatusVan DammeAuto12/03ActiveDe SmedtBrand08/11ActiveJanssensBA15/06ExpiringPeetersHospi22/01ActiveNo cross-sell signals · No churn predictionEvery silent day costs you revenue
Clients with unmet needs don't wait. Without timely, data-driven outreach, upsell opportunities expire, renewals slip, and competitors step in before you even notice.
Revenue impact-€4,200MonRenewal in 30d
TueNo outreachWedNo outreachThuNo outreachClient called competitor
FriNo outreachPolicy lost
4 silent days = 1 lost clientDisconnected systems slow you down
You serve thousands of clients, but scattered data across systems and manual processes hold you back from communicating proactively — turning operational overhead into missed revenue.
Manual overhead+12h/weekBMSEmailExcelCRMTasks5 systems · 0 automation · data silos
You need an AI agent that understands brokers and plugs right in
Ovio handles the intelligence layer — so you can focus on client relationships.
Predictable Portfolio Insights
The moment your data is connected, Ovio reveals immediate risks and opportunities in your portfolio. We combine rule-based analytics — renewal dates, contract expirations — with advanced machine learning to predict churn and surface growth potential. With one click, you launch a ready-made smart campaign. After you verify, of course.
Book a DemoPortfolio HealthAI-powered68Growth Score
Attention54Churn Risk
At Risk847
clients
612 HH
€1.28M
premium
↑ 4.2%
87
renewals
next 90d
2.1
prod/HH
target: 3.0
Product Distribution
Auto412Brand289BA198Hospi156Revenue at Risk
Churn Risk€480kCross-Sell€312kRenewals€168kSmart Lists
Uncover the right growth opportunities hidden in your broker management system. Identify cross- and upsell potential, or turn insights into targeted campaigns or automated workflows for your or your team members.
Book a DemoSmart ListsAI-powered6 recommendations across your portfolioCross-sell Health Insurance
47 clients · €38k potential
87%Renewal Risk — 30 Days
24 clients · €32k potential
94%Upsell to Full Omnium
31 clients · €22k potential
82%€92k total potential across 102 clientsCampaigns
Ready-to-use tailored campaigns based on your data and relevant events in the market. You simply validate and launch — Ovio handles the rest: personalized content, automated follow-up tasks, and real-time reporting on engagement and results.
Book a DemoCampaignsAI-poweredEmails Sent
43
Active Campaigns
9
Avg Engagement
69.8%
Open Rate
69.8%
Click Rate
2.3%
Cross-sell Health Insurance
SentRenewal Risk Follow-up
SendingUpsell Full Omnium
Scheduled47 clients reached · €38k revenue potential
How does it work
From sign-up to your first campaign — in three simple steps.
Sign up for free
Create your account in minutes. No credit card, no setup fees — just instant access to the power hidden in your broker data.
Connect your data securely
Link your BMS — Brio, BrokerCloud, or any other system — through a secure connection. Your data stays yours, campaigns are sent from your own email and branding.
Get insights and start growing
Our AI instantly analyses your portfolio: health scores, churn risks, and tailored smart lists with ready-to-launch campaigns. One click and you're activating your portfolio.
Portfolio Health
847 clients analyzed
Use Cases
See how brokers use Ovio to grow their portfolio and automate workflows.
Flexible pricing plan
Choose a plan that fits your needs. Credit-based pricing means you only pay for what you use.
Free
Get started and explore Ovio for free.
Bronze
For growing broker teams ready to scale.
Silver
Smart tools for scaling broker operations.
Gold
Maximum power for large organizations.
Credit usage
Services (analysis, copywriting)
150 credits/hr
Credits per sent email
1 credit/email
Custom smart lists
1,000 credits/list
Need more credits?
Valid for 12 months
1,000 credits
€1.00 per credit
5,000 credits
€0.70 per credit
15,000 credits
€0.50 per credit
50,000 credits
€0.30 per credit
100,000 credits
€0.20 per credit
What Brokers Say
See how Ovio helps insurance brokers uncover opportunities, prevent churn, and grow their portfolio.
Finally, AI that understands our BMS
Ovio plugged right into our Brio system and within a week we discovered cross-sell opportunities we'd been missing for years. The smart lists are a game-changer.
MMarc Vandenberghe
Insurance Broker, Antwerp
Reduced churn by 40%
The automated campaigns identified at-risk clients before renewal dates. We went from reactive to proactive client management overnight.
SSophie De Groot
Broker Manager, Rotterdam
Hours saved every week
We used to spend hours on manual admin. Now Ovio's agent workflows handle follow-ups, task assignments, and BMS updates automatically.
JJan Müller
Team Lead, Brussels
Perfect for solo brokers
As a solo broker, I don't have a team for outreach. Ovio's campaigns let me run professional, personalized outreach at scale without hiring anyone.
LLisa Peeters
Independent Broker, Ghent
Enterprise-grade but easy to use
ISO 27001 certified, integrates with BrokerCloud, and the reporting gives our board exactly the data they need. Couldn't ask for more.
TThomas Claes
Director, Insurance Group
Upsell revenue increased 3x
The AI surfaces signals I would never have caught manually. In Q1 alone, we tripled our upsell revenue compared to the same period last year.
AAnna Verhoeven
Account Manager, Leuven
Latest Insights
Explore articles on AI, insurance, and broker automation
Frequently asked questions
Everything you need to know about Ovio and how it helps insurance brokers grow their portfolio.
Ovio is an AI-powered cross-sell and upsell agent designed specifically for insurance brokers. It integrates with your Broker Management System (like Brio or BrokerCloud) to uncover hidden opportunities in your client portfolio, prevent churn, and launch personalized campaigns automatically.
Get automated. Get ahead. Get Ovio.
From uncovering cross-sell opportunities to launching personalized campaigns, everything is designed to help insurance brokers grow their portfolio smarter.