How Navasana
Elevates Brokers as Trusted Advisors
Transition from transactional to transformational with real-time risk insights, automated renewal workflows, and deep security intelligence.
View Platform TourActive Clients
1,284
Risk Level
Stable
Renewals (30d)
42
Streamline Your Brokerage
Empower your team with tools designed for efficiency and high-impact client service at every stage of the insurance lifecycle.
Streamlined Workflow
Automate data collection and reduce manual overhead by integrating direct risk assessment feeds into your CRM.
Customer Value
Deliver tangible security insights to every client, positioning your brokerage as a partner in their business resilience.
Security Reports
Generate professional, white-labeled security posture reports that make complex risk data easy for clients to digest.
Portfolio Dashboard
Monitor your entire book of business in one central view, identifying trends and exposure across industries.
Early Renewal Outreach
Identify at-risk accounts months before renewal, allowing you to proactively remediate issues before they hit the market.
Expert Triage Support
Access on-demand security experts to support client needs and answer complex technical underwriting questions.
Advanced Platform Features for Experts
Continuous scanning of client domains to detect new threats as they emerge.
Instant notification when a client's security score drops below a set threshold.
Historical view of risk improvements over time to prove brokerage value.
Benchmark client security against industry standards and peers.
Client Risk Radar
Ready to lead your clients into the future of cyber security?
Join the network of elite brokers using Navasana to drive retention, reduce risk, and maximize client value.