AI-powered trigger intelligence
Your next client just
had a life-changing
event.
PrimeVantage monitors SEC filings, M&A announcements, construction permits, and executive moves — then delivers the right prospect, at the right moment, with outreach already written.
JB
KR
DM
SR
94 producers & advisors joined this month
First opportunity within 48 hrs
New trigger · Phoenix
$340M Construction Loan
Compass Data Centers · Goodyear AZ
Decision window
Open · 60–90 days
No incumbent broker on file
app.primevantage.ai / today
94 signals · Live
Act on today
8
↑ 2 new signals
Est. premium
$1.4M
In-market this week
Renewals Q1
14
Next 90 days
Signals today
94
8 high confidence
Ranked by confidence · 8 opportunities
Construction Loan2h ago
Compass Data Centers
$340M financing secured, Phoenix hyperscale campus. GC selection underway. Permits filed Maricopa County.
📍 Goodyear, AZ$340MData CenterOCIP candidate
94
HIGH
PE / Recap5h ago
Verano Construction LLC
PE acquisition of regional GC — full program review expected within 60 days of close.
📍 Tempe, AZ$95M dealGeneral Contractor
87
HIGH
Renewal1d ago
Meridian Wealth Group
Renewal window 90 days out. Incumbent carrier: Chubb. No recent policy changes on file.
📍 Scottsdale, AZReal Estate Dev
74
MED
Built for your vertical
Every role gets a purpose-built experience.
PrimeVantage adapts its signals, dashboards, and AI outreach to your specific market — not a generic CRM add-on.
Commercial Insurance Brokers
Live signals from construction loans, building permits, and business sales — with AI-drafted, coverage-specific outreach to reach CFOs before the incumbent does.
Explore broker features
Financial Advisors / RIA
Post-exit founders, PE recapitalizations, and Series B closes surface the moment they happen — with AUM estimates and outreach that speaks to wealth complexity.
Explore advisor features
Trusted by producers at
an Aon co.
International
Edgewood
Live product · The OS
Every morning starts
with your edge.
The PrimeVantage OS shows you exactly who to call, why today is the day, and what to say when they pick up.
0
Signals today
$0
In-market premium
0
Renewals this quarter
0h
First brief delivered
Signal detected
$340M
Construction loan · 2h ago
Live signal
Confidence score
94 · HIGH
3 corroborating sources
app.primevantage.ai / today
94 signals · Live
PrimeVantagePro
BM
Bruce Munster
Alliant · Phoenix, AZ
Today8
Pipeline
Signal Feed
Accounts
Contacts
Reports
Workspace
Comm. Insurance
Switch persona →
Act on today
8
↑ 2 new signals
Est. premium
$1.4M
In-market
Renewals Q1
14
Next 90 days
Signals today
94
8 high conf.
Ranked by confidence · 8 opportunitiesAll types ▾
Construction Loan2h ago
Compass Data Centers
$340M loan closed — 48MW hyperscale campus, Goodyear AZ. GC selection underway.
Data Center48MWOCIP candidate
94
HIGH
PE / Recap5h ago
Verano Construction LLC
PE acquisition of regional GC — full program review expected within 60 days of close.
General Contractor$95M deal
87
HIGH
Renewal1d ago
Meridian Wealth Group
Renewal window 90 days out. Incumbent carrier: Chubb. No recent policy changes on file.
Real Estate DevScottsdale
74
MED
How it works
From signal to signed client
in 4 steps
01
Tell us your practice
5-minute onboarding sets your vertical, ideal client, geography, and trigger preferences. Your workspace adapts to your persona.
02
We monitor everything
SEC filings, county permits, M&A wire, LinkedIn transitions — scanned daily. Each event scored 0–100 on deal size, window, and fit.
03
AI writes the brief
Every opportunity comes with a full intelligence brief — verdict, why it matters, call prep, and outreach drafted in your tone.
04
You arrive first
Reach prospects before the RFP. Before they call their current broker. Before your competitors even know it exists.
Persona-driven workspace
Set up in 5 minutes.
Built for your vertical.
Tell PrimeVantage who you target and how you work. Your entire workspace adapts to your role — signals, briefs, pipeline stages, and dashboard metrics.
Commercial InsuranceConstruction loan feeds, permit databases, renewal windows, OCIP triggers — scored for your market.
Financial Advisor / RIAForm 4 filings, liquidity events, RSU vests, executive transitions — surfaced before anyone else calls.
Employee BenefitsHeadcount growth, post-funding hiring surges, benefits renewal windows — matched to your sweet spot.
app.primevantage.ai / setup
PrimeVantage
1
Your practice
Vertical & role
2
Ideal client
Who you're targeting
3
Geography
Markets & territory
4
Signal preferences
Trigger types
5
Preview your feed
Sample opportunities
6
Delivery & outreach
How you receive intel
Step 1 of 6
Step 1 of 6
Tell us about your practice
This shapes everything — signals, scoring, outreach style.
What best describes your role?
Select one — refine anytime
Commercial Insurance
GL, builders risk, OCIP, D&O
Financial Advisor
AUM, liquidity events, estate
Employee Benefits
Group health, 401k, workforce
Multi-line / Hybrid
Combined across verticals
Signal library
Every trigger that
creates a window
We track 40+ proprietary signal types — filtered to the ones that actually precede a buying decision in your vertical.
Construction Loan Closed
County and FDIC filings detect funding events before GC selection begins.
→ $340M Phoenix data center. OCIP window: 60–90 days
Permit Filed
140+ county permit feeds — same-day detection, exec-mapped.
→ $28M Mesa warehouse. Pre-bid. No broker attached
M&A Exit / RSU Vest
SEC Form 4 and proxy data surfaces liquidity events within hours.
→ CFO exit, $4.8M liquid. No current advisor identified
Executive Transition
New CFO, COO, or VP Risk = new vendor review window in 90 days.
→ New VP Risk hired, Series B firm. Review cycle imminent
Funding Round
Series A–D raises triggering benefits, D&O, and cyber reviews.
→ $34M Series B. Board composition shift. D&O review due
Renewal Window
90/60/30 day renewal alerts cross-referenced against filing dates.
→ Meridian Wealth, Chubb incumbent. 90 days out
← TodaySuntec Development Group94 · HIGH
Act now. $120M construction loan recorded Nov 12 (Maricopa County). Building permit #2025-MC-44821 pulled Nov 8 at same parcel. Three independent signals align — first-placement window, no broker attached.
$120M TIV312 unitsMultifamilyTempe, AZEst. $180K–$320K premium
📞 Call Prep▾
Ask: "Who holds the builders risk currently?" · "Are you planning owner-controlled?" · Reference comparable Alliant OCIP in Scottsdale.
✉️ LinkedIn Note (draft)▾
I came across the ground-break announcement on the Tempe project — 312 units at that location is a meaningful development. I work with CFOs at construction-focused firms on insurance programs in the Southwest. Worth connecting.
🎯 Why It Matters▾
Ground-up multifamily in Tempe — exactly your focus. Alliant has placed 14 similar OCIP programs in the Southwest in 18 months. No incumbent broker named in loan or permit filing.
AI Opportunity Brief
Every opp comes
fully briefed.
Click any opportunity and get a full intelligence package — not a data dump. A verdict, a rationale, call prep, and outreach drafted in your tone.
Confidence verdictAct Now / Monitor / Pass — with the exact sources that explain why.
Call prep built inQuestions tailored to the trigger type. What to ask, what not to say, how to frame the ask.
Outreach pre-writtenLinkedIn note and cold email drafted in your tone — peer-level, project-specific, no pitch.
Case Studies
Real producers. Real results.
Full story.
Commercial Insurance
$340K
Premium placed · Single opportunity
Builders risk and OCIP placed on a Phoenix data center campus — sourced from a construction loan filing 6 weeks before the GC started taking bids. No other broker had made contact.
Trigger: $340M construction loan recorded in Maricopa County. PrimeVantage flagged same day. Outreach drafted in 4 minutes.
I had the relationship built before the project even went to market. By the time my competitors called, I was already drafting the submission.
JB
James B.
VP Commercial Lines · Phoenix, AZ
Financial Advisor
$4.2M
AUM acquired · Single client relationship
AUM from a tech CFO post-acquisition. PrimeVantage surfaced the Form 4 filing within 2 hours of SEC submission. First call went out same day — before the story was in the news.
Trigger: SEC Form 4 filing — $4.8M RSU vest post-acquisition. No current advisor identified. 30-day window flagged.
She told me I was the only advisor who reached out before her company was even in the news. That's when I knew timing was everything.
KR
Kris R.
RIA Principal · Scottsdale, AZ
Employee Benefits
3x
Pipeline volume · 90 days
Pipeline tripled in 90 days by targeting post-Series B companies before benefits programs buckled under headcount surges. Every outreach referenced the exact funding event.
Trigger: Series B closes flagged with 30–90 day headcount surge window. Benefits renewal and 401k review opportunity auto-scored.
I stopped cold calling CEOs. I started calling the ones who just closed a round and had 40 new hires to insure. Total different conversation.
DM
Dana M.
Benefits Principal · Denver, CO
Common questions
You've tried data tools before.
Here's why this is different.
"I already have ZoomInfo / LinkedIn Sales Nav."
Those tell you who exists. PrimeVantage tells you who just had a buying trigger — and why this week is the week to call. It's not a contact database. It's a timing engine.
"I don't have time to read briefs on every lead."
The brief is the time-saver. You get a verdict in the first line — Act Now, Monitor, or Pass. You're not reading; you're deciding in 10 seconds whether it's worth 10 minutes.
"My compliance team will never approve this."
Every data source is public record — SEC filings, county deeds, permit databases, press wires. No scraping, no gray-area data. We work with producers at Lockton, Alliant, and Gallagher.
"How do I know the outreach won't sound AI-written?"
Because it references the exact event — the permit number, the loan amount, the specific project — in your tone setting. It reads like you did the homework yourself. Because you did. We just found it faster.
The numbers
The numbers
behind the edge
3.4x
Pipeline growth vs. cold prospecting alone in first 90 days
62%
Of opportunities contacted within 24 hours of signal fire
48h
Average time from signal detection to outreach ready-to-send
$0
Cost per lead. Pay for the platform, not per contact.
What early users say
What early users
actually say.
★★★★★
"The brief on my first opportunity was better than anything my research team would have produced in half a day. I sent the LinkedIn note that afternoon. Meeting booked."
JB
James B.
VP, Commercial Lines · Phoenix
★★★★★
"I switched from tracking permits manually in a spreadsheet. PrimeVantage finds them the same day they're filed — and tells me who the decision-maker is. Night and day."
KR
Kris R.
Construction Insurance Producer · Scottsdale
★★★★★
"The persona switcher is genuinely useful. I cover commercial P&C and benefits. Having the dashboard shift for each side of my practice saves me mental overhead every morning."
DM
Dana M.
Multi-line Producer · Denver
Built for regulated industries
Built for the scrutiny your
industry demands.
Every signal comes from public records — SEC filings, county deed records, permit filings, press wires. Your data never leaves your account and is never used to train AI models.
SOC 2 Infrastructure
Vercel & Supabase certified
GDPR-Ready
Privacy by design
CCPA Compliant
CA consumer privacy
Public data only
SEC filings, county deed records, permit databases, press wires. No scraped personal data. No privacy-gray-area sources.
Your data stays yours
Contacts, notes, and pipeline data are never shared, sold, or used to train models. SOC 2 compliant infrastructure.
Outreach is human-approved
Every AI-drafted message is a starting point, not an auto-send. You review, edit, and send — we never touch your email without permission.
Pricing
One deal pays for
the year
Starter
$199
/ mo
or $1,990/yr (save 2 months)
150 leads per month, each fully briefed with AI-generated outreach ready to send.
✓ 150 leads / month
✓ AI briefs (unlimited)
✓ Draft outreach
✓ Pipeline tracking
✓ Signal feed
✓ Email support
+ Extra leads at $2 / lead
7-day free trial · Cancel anytime
Most popular
Pro
$549
/ mo
or $5,490/yr (save 2 months)
500 leads per month with company research, watchlists, and priority signals.
✓ 500 leads / month
✓ Everything in Starter
✓ Company research (unlimited)
✓ Watchlists
✓ Priority signals
✓ Slack integration (coming soon)
✓ Priority support
+ Extra leads at $1.50 / lead
7-day free trial · Cancel anytime
Optional onboarding call after signup
Optional onboarding call after signup
Team
$2,499
/ mo
or $24,990/yr (save 2 months)
2,000 leads per month with 5 seats, shared pipeline, team analytics, and API access.
✓ 2,000 leads / month
✓ Everything in Pro
✓ 5 seats included
✓ Shared pipeline
✓ Team analytics
✓ API access
✓ Dedicated CSM
+ Extra leads at $1 / lead
Schedule a 30-min call · Access begins after your demo
Your feed activates in 5 minutes
Your next deal is
already in motion.
Someone in your market just filed a permit, closed a loan, or changed jobs. PrimeVantage already knows. The question is whether you get there first.
No credit card required · First brief within 48 hours · Cancel anytime