Why B2 Exists
Connecting people, automation, and AI to power the future of financial wellness.
Advisors are facing more pressure than ever — growing books of business, rising client expectations, and complex regulations.
Built for Advisors, by Advisors, B2 was created to simplify the in-force process, support real-time decisions, and help insurance professionals turn data into action.
The Inforce Challenge is Only Getting Bigger
As the industry evolves, the need for inforce visibility and proactive outreach is increasing. Yet many advisors and agencies are using outdated tools — or no tools at all. With thousands of policies sitting untouched, the risk of missed revenue and client dissatisfaction is rising.
We Understand the Pressure
Data lives across too many disconnected systems. Client expectations are higher than ever. And without the right tools, even the best advisors struggle to keep up. B2 was built to bring clarity to the chaos.
Client Engagement Rising
Fiduciary/Regulatory Pressure
Advisor BoB Growth
Your Next Sale Might Already Be in Your Book
B2 uncovers these dormant opportunities, allowing you to proactively serve, retain, and grow your client base.
Built for Advisors, Backed by Purpose
We exist to support the people doing the real work — financial professionals who care deeply about their clients. Our mission is simple: connect people, automation, and AI to create the world’s best financial wellness platform.
Whether you’re a solo advisor or leading a multi-state agency, B2 empowers you with the tools and insights needed to grow.
