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Enterprise Intelligence products
Workspaces that connect the systems your firm already uses and turn scattered client information into a finished, source linked document. A named professional reviews and approves every output.
What Enterprise Intelligence means
Most firms already own good systems. The trouble is between them. Client data sits in the agency management system, history sits in email, and the documents that explain a decision sit in a shared drive. Skilled people spend their mornings stitching it together. Erik Davison calls this human middleware.
“Organizations have spent decades building systems that manage information. The intelligence age belongs to those that manage intelligence.”
Enterprise Intelligence connects that information so the firm can remember, apply context and keep learning. In Erik's words, knowledge management asks how to preserve and share what an organization knows. Enterprise Intelligence asks how to use everything the organization knows and learns to keep improving what it understands, decides and becomes.
Enterprise Intelligence for Insurance
A producer workspace for commercial, employee benefits, personal, bonds and surety, specialty and individual lines. It reads Applied Epic, Outlook, dec pages, loss runs, statements of values, market indications and client contracts, and drafts the documents producers need to close.
- Renewal proposal
- Coverage review
- Marketing submission
- Loss run summary
- Prospect prep
- New business intake
- Account review
- Submission prep
- Quote comparison
- Claims and risk review
Enterprise Intelligence Navigator
Built for relationship driven firms. Navigator connects client documents, policies, CRM records and market data into one source linked, expert reviewed plan, so advisors spend less time assembling and more time on the judgment that matters.
Business types: wealth management, family office, private equity, strategics, angels, funds, investment banks and hedge funds. Navigator can be configured for any professional service firm, including construction, energy, development and banking.
How it works
Every path follows the same six steps, from client details to an approved document.
- Choose the pathLine of business or type of firm, and the industry.
- Choose what to createCoverage areas, workflow and the output document.
- Pick the clientExisting or new. Connect the apps that hold their records.
- Draft and correctA source linked draft appears. Type corrections and it updates.
- Professional reviewA named producer or advisor reviews, signs and approves.
- Final documentSave, email securely, or print to PDF.
Connects to
Outlook, SharePoint, OneDrive, Google Drive, Applied Epic, AMS360, Salesforce, Redtail, Wealthbox, Orion, Schwab, Procore and carrier portals.
Shows its sources
Each figure in a draft links to the document or record it came from, so reviewers can check it quickly.
Keeps people in charge
Nothing reaches a client until a named professional approves it. Missing items are flagged up front.
Insurance and financial firms DBV has worked with
Selected current and past DBV consulting clients.
- Arthur J. Gallagher & Co.
- Marsh (MMA)
- AssuredPartners
- Alera Group
- Hylant
- Allstate Insurance
- Northwestern Mutual
- Fidelity Investments
- JP Morgan Chase
- Blue Cross Blue Shield
- Patriot Growth Insurance Services
- OneGroup
- Gallagher Benefit Services (GBS)
- Unison Risk Advisors
- Panthera Insurance
- Afore Insurance
See it with your own accounts
We run a live walkthrough using your line of business, your systems and a sample account.
Questions about Enterprise Intelligence
What is Enterprise Intelligence?
Enterprise Intelligence is a management discipline developed by Erik Davison, founder of DBV Solutions. It asks how an organization can use everything it knows and learns to keep improving what it understands, decides and becomes. Its building blocks are enterprise knowledge, memory, context, reasoning, decision quality, learning, governance and leadership. DBV's products put the discipline to work in insurance and financial services firms.
How is Enterprise Intelligence different from knowledge management?
Knowledge management asks how to preserve and share what an organization knows. Enterprise Intelligence goes further and asks how to use that knowledge, and what the firm keeps learning, to improve decisions and capability over time.
Does Enterprise Intelligence replace our agency management system or CRM?
No. It works with the systems you already have, such as Applied Epic, AMS360, Salesforce, Outlook, SharePoint, OneDrive and Google Drive, and connects them so their information can be used together.
Who approves the documents Enterprise Intelligence drafts?
A named professional. Every output goes through a review step where a producer or advisor checks it, makes corrections, signs and approves it before it reaches a client.
Which industries can use Enterprise Intelligence Navigator?
The current walkthroughs cover insurance brokerage and financial services, including wealth management, family offices, private equity, strategics, angels, funds, investment banks and hedge funds. It can be configured for other professional service firms, including construction, energy, development and banking.
How do I see a demo?
Request a walkthrough and DBV will schedule a live session with your team.