Insurance & Benefits //

We help clients deliver on their growth strategy. By identifying where the most valuable opportunities are and designing with the "end in mind", we're able to steer your sales organization towards higher performance.

Why It Matters

Ensuring sustained success​ //

In a world where offerings often appear similar, sales success hinges on trust, timing, and effective value communication. Sellers encounter regulatory complexities, price competition, and the challenge of engaging both direct clients and intermediaries. Achieving success requires more than mere product knowledge; it demands insight and influence.

Increased share of
wallet

Identify and capture account whitespace through data- driven insights

Motivated sellers

Drive the right behaviors and
reward top performance with
tailored sales incentives

How We Can Help

De-risk your growth strategy with data science

We strengthen the capabilities of sales teams through data-driven segmentation, thoughtful
organization design, and motivating incentives. Whether it’s optimizing broker networks or
boosting cross-sell rates, we bring the structure and insight to help teams win more business.

6.3%

Reduction in rep turnover after realigning compensation with evolving product portfolio (Mid-Market Health Benefits Provider)

8.1%

Increase in broker-led premium growth after optimizing territory definitions and account assignments (National Insurance Carrier)

"Engaging with RevenueShift is a strategic move for any company. Their client-centric approach ensures a deep understanding of business dynamics and objectives. Further, their expertise and results-driven approach make them an indispensable partner for organizations aiming to elevate sales performance."
Jamie Girouard
CHRO
"RevenueShift has a strong team with great people who genuinely care and are passionate about Sales Effectiveness. None of the prior consulting firms we used evaluated our business in depth like RevenueShift did to make their recommendations."
Sean Patel
Senior Director
Our Service Offerings

Capabilities //

At RevenueShift, we are consistently evolving our service offerings to ensure they work for the Industries of the future and reflect modern best practice that give your team the edge.

Let's Get Started //

Your goals are our goals. We won’t come with one-size-fits-all solutions. Every organization has unique needs and we are committed to finding what works for you. If you’re ready, we’re ready.