VistaXM Launches 'Broker Experience Management (BXM)'—The Missing Link Between Broker Loyalty and Retention

Quantifying the $40 million annual retention opportunity per $1B in brokered premium, introducing a new discipline to strengthen carrier-broker relationships.

BXM is about visibility, predictability, and financial accountability. It transforms broker management from a relationship function into a measurable performance discipline.”

— Erik Vogel, CEO

SALT LAKE CITY, UT, UNITED STATES, November 12, 2025 /EINPresswire.com/ -- VistaXM, the leading provider of Customer Experience as a Service (CXaaS) programs, today announced the release of its latest thought leadership paper, “The State of Broker Experience, 2025.”

The new whitepaper introduces a first-of-its-kind framework for Broker Experience Management (BXM) to help insurance carriers quantify, predict, and improve the experiences that drive broker retention, loyalty, and growth.

The $20–40 Million Opportunity Hidden in Broker Experience
For every $1 billion in premium revenue managed through brokers, VistaXM’s research shows that a 2-point improvement in broker retention equates to $20–40 million in preserved premium annually. Yet most carriers lack structured visibility into how brokers experience doing business with them — an oversight that has major financial implications.

“Carriers know what brokers sell, but few understand why some sell more, stay longer, or advocate for the brand,” said Erik Vogel, Founder & CEO of VistaXM. “Broker Experience Management (BXM) brings science, structure, and accountability to that relationship. It’s the new growth lever for carriers who see experience as a measurable business asset.”

Case Insights: Real-World Impact
Two early case studies highlight the potential of BXM-driven strategies:
• National Health Carrier: Improved broker advocacy by 12 points and reduced detractors by 18%, delivering a 2.3-point retention lift worth $28 million in preserved premium.
• Regional Life & Benefits Carrier: Identified communication gaps in underwriting feedback; improved transparency and achieved a 3% renewal increase, preserving $24 million in premium.

VistaXM’s BrokerPulse™: Operationalizing BXM
VistaXM’s BrokerPulse™ platform turns the BXM framework into action through a managed program that measures broker sentiment, quantifies its financial impact, and delivers actionable insights.

Key Capabilities
• Broker Advocacy Index (Promoters, Passives, Detractors)
• Ease-of-Doing-Business Metrics
• Retention & Growth Correlation Models
• Broker Experience Playbooks

“BXM is about visibility, predictability, and financial accountability,” added Erik Vogel. “It transforms broker management from a relationship function into a measurable performance discipline.”

Availability
The whitepaper, “Introducing Broker Experience Management (BXM): The Missing Link Between Broker Loyalty and Retention,” is now available for free download at www.vistaxm.com/broker-pulse

For media inquiries, interview requests, or to schedule a briefing: info@vistaxm.com

Erik Vogel
VistaXM, Inc.
+1 801-502-4841
email us here
Visit us on social media:
LinkedIn

Legal Disclaimer:

EIN Presswire provides this news content "as is" without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.