Weekly Revenue Intelligence Brief

Stop losing deals you don't know are slipping.

Pipeline Intel delivers a weekly revenue brief for independent insurance agencies and RIAs โ€” the 3 opportunities that need your attention before they walk out the door.

Get Your First Brief Free

No contract. $597/month after your free brief.

Sound familiar?

The hidden drag on your book of business

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You run on spreadsheets or a CRM nobody updates

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Renewals sneak up on you 30 days before they're due

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Quoted prospects go quiet and you don't know why

What you get

One brief. Every Monday. Before the week goes sideways.

Priority Deals

The specific opportunities that need attention this week, ranked by dollar value at risk.

Renewal Radar

Renewals due in the next 60 days, flagged by risk level so nothing slips.

Action Signals

For each deal: one recommended next action and the reason it matters now.

How it works

A simple, proven workflow

  1. Share your pipeline data

    CSV, CRM export, or spreadsheet โ€” takes 10 minutes.

  2. We analyze your patterns

    Measured against historical close rates and live market signals.

  3. Your brief hits your inbox

    Every Monday morning before 8am, ready for the week's first stand-up.

Pricing

Clear value, zero long-term lock-in

$597 / month

  • No annual commitment
  • Weekly pipeline brief
  • Renewal radar
  • Priority action signals
  • Unlimited data refreshes
  • Cancel anytime
Start with a Free Brief

FAQ

What principals ask us first

How do we share data securely?

We provide a dedicated encrypted link for uploads. Nothing is stored beyond the analysis window unless you request ongoing monitoring.

How is this different from a CRM report?

CRMs show activity. Pipeline Intel highlights revenue risk by combining your data with buying signals and historical close patterns to surface the three deals that matter this week.

What if I'm not satisfied?

Your first brief is free. If the weekly intel doesn't keep deals from slipping, cancel anytime โ€” no questions, no penalties.