Pulse watches every commercial client and prospect, finds the changes in their business that create new exposure, coverage questions, relationship risk, or a reason to call, and tells the producer what to do next.
Bluth Company
$612,300 premium / Renews in 147 days
Registered to do business in Nevada
Headcount went from 43 to 84 in eight months
Posted a fleet operations manager and 8 CDL drivers
WC and auto schedules unchanged since last renewal
Watching the account
Registered to do business in Nevada
Headcount went from 43 to 84 in eight months
Posted a fleet operations manager and 8 CDL drivers
WC and auto schedules unchanged since last renewal
Watching the account
The problem
None of them knows what the combination means for the account. Pulse does.
Exposure expanded: a new state, 41 hires, and a growing fleet
NewBluth Company / $47,200 commission opportunity / Sep 24
CorroboratedReason to call: a prospect acquired a competitor 99 days before its X-date
Dunder Mifflin / $58,000 est. commission, new account / Sep 24
LikelyRelationship reset: new CFO, loss runs requested, renewal 87 days out
Los Pollos Hermanos / $64,300 commission at risk / Sep 24
CorroboratedAccount rounding: a second warehouse and a contract that needs higher limits
Vandelay Industries / $31,600 new commission, property + umbrella / Sep 23
LikelyRegistered to do business in Nevada
Secretary of State / Foreign qualification filing / Aug 12
Headcount went from 43 to 84 in eight months
LinkedIn / Company headcount / Sep 1
Posted a fleet operations manager and 8 CDL drivers
Hiring / Job postings / Sep 16
WC and auto schedules unchanged since last renewal
Epic / Policies, account 30156 / Sep 24
Enrichment tells you what a business looks like. Pulse tells you what changed since you wrote it, and whether that change matters to the account.
Inside the relationship
Applied Epic
AMS360CRM
MarketingEmail
Meetings
Chat
E-sign
WarehousePolicies, coverages, premium, expiration dates, producer and account manager, claims, activities, and client email. What your agency already knows.
WC written for one state + a new Nevada registration = exposure review
Outside the account
Job changesExec movesWebsites, job postings, executive changes, M&A, state registrations, permits, contracts, OSHA and court records. What your client's business does next.
Plug them in. Prospect lists, enrichment, and intent data become inputs to Context, weighed against each account's history instead of firing alerts on their own.
Pulse can source the public records that move commercial exposure for you. Start with the essentials and add deeper coverage as your book needs it.
Revenue state
Retention, account rounding, relationship, competing brokers, exposure change, and renewal are tracked as states with a history, not flattened into a renewal list that hides which one moved.
Bluth Company
$612,300 premium / Renews in 147 days
Retention
Steady
Account rounding
Auto + umbrella
changed 10d ago
Relationship
Multi-threaded
Competing broker
None seen
Exposure change
Expanding
changed 45d ago
Renewal
Review first
changed 2d ago
Every Pulse deployment includes Revllama Context, a persistent timeline of each insured and prospect: locations, people, policies, coverages, activities, and outside events. Context does not just know a client has 84 employees. It knows they went from 43 to 84 in eight months, and what was true at the last renewal. It backfills whatever history your systems kept, and is honest about what they never stored.
Bluth Company
$612,300 premium / Renews in 147 days / Producer: Theo Marsh
Baseline established Policies as written at last renewal
Aug 4
Nevada registration Foreign qualification
Aug 12 / Secretary of State
Headcount 43 to 84 Over eight months
Sep 1 / LinkedIn
Fleet hiring Manager and 8 drivers
Sep 16 / Hiring
Exposure expanded Corroborated by 4 sources
Sep 24
Review requested Producer meeting Oct 3
Sep 25 / Outlook
How it works
Epic
Clients, policies, coverages, activities
2,140 accounts
Salesforce
Prospects and new business
3,600 prospects
Outlook
Client email, matched to accounts
38 mailboxes
Teams
Client meetings
14 months
Claims history
Claims history from the AMS
5 years
People and job changes
6,280 contacts
Secretary of State
State registrations
50 states
Hiring
Job postings
5,740 employers
Read-only to start. Applied Epic first; Salesforce and AMS360 next.
Registered to do business in Nevada
Secretary of State / Aug 12
Headcount went from 43 to 84 in eight months
LinkedIn / Sep 1
Posted a fleet operations manager and 8 CDL drivers
Hiring / Sep 16
WC and auto schedules unchanged since last renewal
Epic / Sep 24
1,284
changes evaluated today
37
material to an account
3
combine into a pattern
1
Revenue Event raised
Bluth Company
Homebuilder and general contractor
Exposure expanded: a new state, 41 hires, and a growing fleet
CorroboratedBook a mid-term exposure review: Nevada, the new hires, and the fleet
Producervia by Oct 3
Posted to #commercial-team with the evidence trail
Activity and review items logged on the account
Client outreach drafted, waiting on producer approval
Autonomy, set per play
Anything with a write-back or an outbound message sits behind a human gate until it earns the next level.
Epic
Clients, policies, coverages, activities
2,140 accounts
Salesforce
Prospects and new business
3,600 prospects
Outlook
Client email, matched to accounts
38 mailboxes
Teams
Client meetings
14 months
Claims history
Claims history from the AMS
5 years
People and job changes
6,280 contacts
Secretary of State
State registrations
50 states
Hiring
Job postings
5,740 employers
Read-only to start. Applied Epic first; Salesforce and AMS360 next.
Forward Deployed Engineers
Every agency's niches, carriers, and service model are different. Revllama Forward Deployed Engineers adapt Pulse to your AMS, your producer and account manager structure, and your renewal workflow, then build the agents that act on its events.
Pulse tells you what changed. The agents we build prepare what happens next, drawing on the same evidence, with a licensed human making the call.
Renewal prep agent
Changes since last renewal, client questions, and a meeting brief
Needs approvalExposure review agent
What changed, what it may affect, and review items for the producer
AutonomousRelationship reset agent
Intro brief and a stewardship summary drafted for the producer
Needs approvalAcquisition research agent
Locations, headcount, and operations of the acquired business mapped
AutonomousAccount rounding agent
Property and umbrella review items queued for the account manager
Needs approvalNew business agent
A reason-to-call note and outreach timed to the X‑date
Needs approvalClients, policies, lines, coverages, producer and account manager codes, and parent companies, resolved into Context the way your agency actually thinks.
The changes that matter for your book, written down and versioned: exposure growth, new states, executive turnover, acquisitions, prospect triggers.
Signals and plays tuned for construction, transportation, real estate, hospitality, and the niches your agency writes.
Every write-back and outbound email earns autonomy step by step. Until it does, a producer or account manager confirms.
Log the activity in the AMS, open the opportunity, post to the team channel, brief the producer, all from one event with one evidence trail.
Engagements start with a scoped launch and settle into a flat monthly Run: we host, monitor, and tune everything we ship. Success means producers rate the events useful and non-obvious, not that the integration works.
Outcomes
Every Revenue Event lands in one of three places. Pulse starts with the ones that matter in your book, and our engineers tune the rest.
Find the changes that create new lines, higher limits, and mid-term exposure reviews, while there is still time to act on them.
Catch relationship and business changes months before the renewal, not at it, and walk in with what changed since last year.
Give producers a real reason to call a prospect, timed against the X-date, instead of another check-in.
Security
Read-only by default, isolated per org, audited end to end.
Agencies answer to GLBA, state insurance data security laws built on the NAIC model, and for New York licensees, NYDFS Part 500. We complete your vendor security questionnaire and walk your team through how our controls support those reviews.
Its own schema per organization. No shared tables, no co-mingled data.
Pulse asks each system for the narrowest access that does the job.
Every agent action, write-back, and data access is logged.
TLS 1.2+ in transit, AES-256 at rest, credentials decrypted only at use.
In practice
How Pulse and our engineers would work inside a commercial agency.
“The team at Revllama have been & continue to be a vital role in building our core systems.”
$8B+
pipeline driven for customers of our team’s prior practice
“Jake at Revllama was wonderful to work with and very knowledgeable. He was instrumental in our effective AI integrations with Salesforce.”
“Nico & team were great! They were responsive, quick, & very skilled at both understanding the capacity of what AI could do and understanding our needs.”
“It was very enjoyable working with Jake & team. They were super knowledgable and helpful.”
FAQ
Send us 25 to 100 clients or prospects. No AMS connection needed. Pulse watches them using public data and reports what changed: expansions, new locations, executive changes, acquisitions.
No commitment. If the scan finds nothing your producers did not already know, we will say so.
