Brokerage health check
How much is your brokerage leaving on the table?
Seven questions, two minutes. You’ll get a score out of 100, the three gaps costing you most and a rough figure for what they’re worth a year.
- Renewals, commission, follow-up, bills, relief
- Sized to your team and deal flow
- Full report and 30-day plan, free
1 / 8
Roughly £0 a year at risk, and 0 hours a month you could win back.
Your biggest gaps
Your 30-day plan
The plan that fits
Figures are rough and for illustration, based on your answers and the average commission you entered. They aren’t a promise of results.
Tap an answer, or press A–D
Free tools
Try the thinking behind Energen. No sign-up.
Built from the same logic as the app. Use them on your own brokerage, or with a customer on the phone.
Brokerage health check
Seven questions. Get your score, the gaps costing you most and a 30-day plan to fix them.
Take the check Use it with customersCCL & VAT relief calculator
Charity, church or CCA manufacturer: see their savings, rebate and year-by-year value, then share the link.
Open the calculator Live AIFirst-email writer
Tell it your firm and who you’re writing to. Energen drafts the first outreach email in your voice.
Write an email