Review rate positioning and recommend adjustment
Packaged know-how that tells an agent how to do a job well.
You might say…
“I'd noticed I was winning everything I quoted, which sounded good until I realised it probably meant I was too cheap.”
What it does
Reviews current rates against market signals, recent wins/losses, and practice positioning, and recommends whether to hold, raise, or experiment — flagging any clients served at a legacy rate that no longer fits.
Trigger: Use as the periodic portfolio-level pricing health check — not mid-deal, but at a reflective moment when you're willing to actually decide on the number.
I/O: Current rates + win/loss history + market signals + positioning → rate adjustment recommendation and legacy-rate flag
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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