Turn your book of business into clear, actionable growth.

Segmint ingests your de‑identified policyholder & policy data, then surfaces insights on concentration, service cost vs. revenue, cross‑sell, and market alignment — all with friendly, modern dashboards.

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Concentration

BOP • WC • Auto

Service Cost vs Revenue

1.8× ROI

Cross‑Sell

+13% opps

Suggestion

Account rounding: 41 WC‑only policyholders fit BOP appetite.

Small Commercial Recommendation

Consider Layr partnership for continuity, cost savings, and brand persistence.

What you can do with Segmint

Upload de‑identified data

Use our Excel template to paste exports from your AMS — no PII, just stable keys and analytics fields.

Invite your team

Create a workspace and add teammates to collaborate securely via role‑based access.

See instant insights

Dashboards for concentration, cost‑to‑serve vs revenue, and cross‑sell/upsell suggestions.

Benchmark intelligently

Compare levers in your book against the anonymized, aggregated Segmint dataset.

Privacy first

De‑identification, strict RLS, and encryption. Your data stays yours, scoped to your AgencyID.

Act on recommendations

Account rounding, appetite alignment, and service playbooks per policyholder segment.

Security & privacy by design

De‑identified uploads; no PII required.
Supabase Auth, row‑level security by AgencyID.
Encrypted at rest & in transit.
Aggregate benchmarking across anonymized cohort only.

Download the Excel template

Paste exports from your AMS (no names/emails/phones). Then upload inside Segmint.

Download template