News – Future – July 2025
Livelytics is proud to announce a strategic partnership with Texas Guardian Insurance Agency (TGI), marking its official entry into the insurance technology space. The two companies recently completed a successful live Proof of Concept (POC) focused on delivering AI-driven insights for policy performance tracking and agent productivity analysis—two of the most critical operational pain points in insurance.
This partnership validates the power and flexibility of the Livelytics platform beyond restaurants and retail, as it begins to serve highly regulated and data-rich industries like insurance.
Initial Use Cases Deployed with TGI:
- Policy Performance & Sales Trends:
TGI used Livelytics to track the real-time performance of new and renewing policies, segmented by carrier, product line, and region. The platform helped surface underperforming policy types and revealed growth opportunities by comparing agent-level data across product classes. - Agent Productivity & Benchmarking:
Using Livelytics’ multi-layer dashboard, managers were able to compare agent performance based on quotes issued, policies bound, conversion rates, and premium per policy. The benchmarking capabilities enabled coaching and realignment of sales efforts across offices.
Broader Vision: Expanding to More Use Cases
While the initial POC centered on sales and operational insights, TGI plans to expand its use of Livelytics to additional high-impact use cases, including:
- Claims lifecycle tracking and bottleneck detection
- Customer sentiment analysis across policyholders
- Fraud anomaly detection using behavioral data
- Commission forecasting and payout validation
- Underwriting insights across risk tiers
This multi-phased roadmap demonstrates the adaptability of Livelytics as an AI-first insights engine that can plug into any vertical’s data environment and deliver immediate, actionable intelligence.
“The POC with TGI has been a huge success and a turning point for us,” said Manan Mehta, Founder of Livelytics. “We’ve proven that our platform is not just vertical-specific—it is data-aware, outcome-driven, and ready for scale in industries like insurance.”
“Partnering with Livelytics has been a game-changer for us. Their AI-driven insights gave our team a clear view into policy trends and agent productivity that we simply did not have before. This is just the beginning—we are excited to expand our use of Livelytics across more areas of our business.”
— Naeem Din, Owner, Texas Guardian Insurance
Seamless Integration with Insurance Systems
Livelytics integrates easily with agency management systems (AMS), CRM, and policy platforms to extract insights from existing workflows—removing the need for expensive custom builds or long implementation timelines.
Now Open for New Insurance Partners
Livelytics is now offering live demos and exploratory POCs to additional agencies and brokers looking to leverage AI analytics in their day-to-day decision-making. Contact us to schedule a walkthrough or to become a partner in the next wave of AI transformation in insurance.