Outmarket AI, an AI platform purpose-built for the insurance industry, has announced the launch of the Outmarket Data Intelligence Platform. The platform provides a governed data foundation that combines an agency's structured management system data with the unstructured intelligence contained in policies, proposals, and loss runs, making all of it accessible through a conversational interface. The launch comes as independent and mid-sized insurance agencies face intensifying competitive pressure from large national brokerages that have invested heavily in proprietary analytics capabilities, a gap that has historically left smaller agencies without comparable tools to mine their own books of business.

Insurance agencies typically hold substantial amounts of valuable data distributed across their management systems, documents, and daily workflows. Historically, transforming that data into reliable, timely answers required assembling multiple tools for data pipelines, transformation, semantic modeling, business intelligence, and warehousing, along with dedicated personnel to manage them. That build-your-own approach has placed meaningful data intelligence out of reach for all but the largest agencies. Outmarket consolidates these capabilities into a single platform, offering data governance as a service designed specifically for the insurance sector.

"Data reporting in insurance has historically been backward looking and manual," said Vishal Sankhla, Co-Founder and CEO of Outmarket AI. "Our Data Intelligence Platform connects directly to an agency's systems and turns that data into real time, forward looking answers. By pairing structured management system data with unstructured document intelligence, we are giving agency leaders the ability to ask complex questions in plain English and instantly surface revenue opportunities that were sitting invisible in their own book."

The platform represents a natural evolution of Outmarket's core business. The company's work solving unstructured document workflows for major brokerages required building an industrial-grade data platform underneath. That infrastructure now operates as a flywheel: structured data enhances each workflow, and each workflow generates new intelligence that feeds back into the system, keeping the agency's business view current and compounding in value over time.

Caleb Guisewite of Houchens Insurance Group, one of the largest employee-owned agencies in the United States, described the impact: "Running reports in this industry has always been painfully hard. Before Outmarket, we had almost no real visibility into something as fundamental as commission. When we put the platform side by side with our own reporting, the numbers held up: our top carriers, our KPIs, our book. Being able to slice premium and commission by any filter, just by asking, is something our executives and managers will use heavily. It has completely changed how we see the business."

One Platform, Six Capabilities

360 View: The platform provides a configurable command center spanning commercial lines, benefits, and personal lines, with visibility into carriers, clients, producers, and KPIs such as total premium and policy count. A data dictionary maps raw management system fields into a standardized insurance taxonomy, supporting a customizable catalog of more than 40 baseline KPIs. All data passes through a deterministic medallion architecture with successive layers of cleansing, standardization, and quality checks to produce a definitive, fully governed dataset. Each KPI definition is locked and approved by the agency, ensuring consistent results.

Ask AI: Users can query the approved KPI catalog in natural language. The AI draws exclusively from governed, semantically defined KPIs to prevent guessing or hallucination. It processes compound questions within a single prompt, automatically splitting them into separate charts, and returns answers in the appropriate format, whether a plain number, trend line, pie chart, or heat map.

AI-Generated Dashboards: Rather than manually assembling widgets, users describe the dashboard they need and an agentic workflow constructs it in approximately one minute. Outmarket also provides 5 to 15 pre-built dashboards for recurring reports at onboarding, with all dashboards supporting natural language filtering for instant updates.

Opportunities: A configurable feed delivers actionable insights with AI-generated root cause analysis explaining metric movements. The system identifies commission optimization scenarios, such as shifting placement toward a carrier paying 17 percent instead of 13.5 percent, and surfaces cross-sell and upsell targets through industry benchmarking while tracking contingencies and anomaly patterns.

User and Activity Intelligence: The platform reports on operational work at the user and activity level, beyond the book of business itself. Leaders can see which activities teams perform most frequently, how much time each type of work requires, and which clients demand the most service effort, enabling informed decisions on staffing, workload balancing, and account profitability.

Benchmarking: The platform extracts data from documents for specified accounts or policies against Outmarket's insurance schema and runs live, workflow-embedded comparisons across the agency's own book of business, leveraging the detailed information contained within the documents themselves.