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)

“RevenueShift has been a valued strategic partner of ours for years. They drive engagement alignment by learning your business and understanding all stakeholder perspectives. They deliver a solution of best fit for your organization while ensuring alignment with best practice. Their team provides invaluable insight into plan performance and sales effectiveness. They are exceptional partners who understand the value of relationships.”
Melissa Tessendorf
GVP, Total Rewards & HR Operations
RevenueShift was very hands-on and very engaged. The team collected a lot of information and asked a lot of questions before providing output. RevenueShift's analytics were fundamental to telling the story of what we aimed to do, which was essential both for our company leadership and sales force.
Tammy Kaiser
Head of Medical Sales & Marketing
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.