Broadrivers Insurance Agency
Insurance · 6 producers · USThe problem. Every producer had their own spreadsheet and their own hunch about who to call. Monday mornings disappeared into list triage, and the team couldn't agree on which accounts were actually warm.
What changed. They imported the book into BluestarAI and let the Bluestar Score rank it. Now there's one shared queue, ranked by momentum, with the reason shown next to every name — so the Monday argument became a Monday briefing.
BluestarAI changed how we prioritize. We stopped chasing the loudest accounts and started working the ones that were actually ready to move.