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Struggling to Keep Up With Your Inforce Business?

 

 

Designed for Advisors, General Agents, and Staff – B2 turns complex data into actionable insights with automation, AI, and human expertise.

Built for Action, Backed by Experience

Our tools were built by advisors who understand the complexity of the job. With intuitive features and white-glove support, B2 makes it easier to uncover insights and scale your impact.

Integrated Data Extraction

We securely extract policy and client data from insurance carriers, CRMs, and platforms like Envestnet.

Real-Time Action & Flexibility

B2’s user-friendly interface drives advisor adoption and encourages immediate action on opportunities that matter.

Proprietary Advisor Algorithms

Our system uses smart algorithms to surface sales-ready insights, trends, and servicing gaps — tailored to wholesalers, advisors, and leadership teams.

Continuous Optimization

B2 continuously learns from your team’s behaviors and client outcomes, allowing the platform to evolve and deliver even smarter insights over time.

Who We Help

Designed for Every Role in the Financial Services Ecoystem

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General Agents

Boost retention, manage orphans, and scale lead programs.
Gain visibility, streamline operations, and equip your team with insights to drive growth.

Cheerful Business Meeting

Financial Advisors

Uncover opportunities, align with fiduciary duty, and access real-time support. Simplify planning, save time, and deliver more value to every client.

Lawyer with Clients

Clients

Enjoy better service, greater transparency, and stronger financial outcomes. Make confident decisions with the support of informed, empowered advisors.

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Empowering Your Business with Precision and Trust

At B2, we are committed to delivering precise and trustworthy solutions that drive your business forward. Our services are designed to provide a seamless and reliable foundation for your financial advisory operations, ensuring unparalleled precision and trust.

The Opprotunity Lies Within!

75m

American's carry life insurance

20%

Say they do not have enough

69%

Have not been reviewed in the past 5 years

14%

Projected to lapse in next 2-4 years

30%

Are completly orphaned

Trusted 
Partners

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“If I had this tool when I was an advisor, I would have never left production!"

General Agent, PA

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Join the B2 Community

Over 900+ Advisors Trust B2

Ready to modernize your inforce strategy? B2 is here to support your growth — one insight at a time

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