10/07/2026
B File By the Numbers 📊
Every client has a story. Every household has needs, assets, and opportunities that may never come up in a traditional insurance conversation.
B File helps uncover them.
🔗 6,313 Intelligence Links Completed: filled out by clients from the comfort of their own homes
☂️ 3,925 Umbrellas Recommended
💰 $8.62 Billion in Total Assets Uncovered
📈 $4.49 Billion in Retirement Assets Uncovered
This is Household Intelligence at work, helping agents learn more about the clients they already serve, uncover needs they may not know about, and create more opportunities for meaningful conversations.
The opportunity is already in your book. B File helps you uncover it.