Virtue × DBV · the joint offer

What we bring
to brokerages.

Virtue and DBV, going into a brokerage as one team.

Prepared for DBV Solutions
Ben Ray · Erik Davison · Stephane Chartrand
VIRTUE × DBV
The demand is already there

What every brokerage already needs, obvious the moment they see it.

A team starts using AI on its own. Someone builds something that works. Then the questions land all at once, and the opening is right there. We give the thing they are already reaching for a name and a home.

Where should this live?
Who can see it?
Is it secure?
Why is the AI bill climbing?
Your brokerage Virtue the operating layer the assistant your systems your data your data stays under your control
What this actually is

The layer a company runs on.

Most vendors sell a dashboard, and those get easier to copy every quarter. Virtue is the layer underneath: the secure environment, your systems connected, and a weekly rhythm that keeps making the team better.

The model will change. The layer stays.

dashboards & automations value as self-serve improves the governed environment
Why this is a wedge

Everyone else sells the output. We sell the capacity.

A dashboard deflates: every model release makes it easier to build yourself. The environment appreciates: the more a team builds, the more it needs governing, connecting, and teaching. That is the part that lasts.

Why it stays defensible

Every lab release makes the partner more valuable.

The labs ship better models every month. We do the human work on top: permissions for one brokerage, producers trained differently from leadership, a release every week.

We sell the partnership and the environment. Every new release just lands inside what we run.

We build on the best AI there is, so the better it gets, the better what we hand your brokerage gets.
In one sentence

"We set up the secure environment your team already wishes it had, train everyone inside it, keep the AI costs low, and ship improvements every week as your embedded AI team."

Security, cost, and "where does this live," answered at once, in plain language.

1 · Secure environment 2 · Your systems connected 3 · A shared learnings workspace 4 · Right-sized plans 5 · Training and a weekly cadence
The offer · five parts
  • A secure environment · workspaces, permissions, sandboxes
  • Your systems connected · every answer traces to a source
  • Shared learnings · one win becomes company knowledge
  • Right-sized plans · the savings help fund the work
  • Training + cadence · a release every week
How we run an engagement

Discovery, the install, training, then a release every week.

Discoverypaid · one week The installthe secure space, stood up Trainingtuned per team Weekly cadencea release every week Compoundingtheir institutional memory

Discovery maps where the hours go. The install stands up the secure space. Training is tuned to what we found. Then a release lands every week, and over a year that becomes how the company operates.

The heartbeat

A numbered release. Every week. Forever.

New workflows, sharper prompts, better training, in the team's own chat. People look forward to it the way you look forward to an app update.

A six-week project ends. This becomes how the company runs.

Release 46 Release 47 Release 48 · this week every week, in your team's own chat
per-seat, today right-sized plans the gap helps fund the work
Right-sized plans

The savings often cover a large part of the engagement.

Most teams overpay for AI on per-seat pricing they barely touch. Moving to the right plans frees real budget, and we show that math up front, next to the number.

Why it compounds

The accumulated knowledge is the lock-in.

Every week the system gets better, and every client makes the next one stronger. After a year it is infrastructure. After three, it is simply how they operate.

The co-sell · how we go in together

DBV opens the door. Virtue runs what's behind it.

You bring the relationships and the insurance credibility. The tool is the wedge: three weeks of proposal work down to minutes.

Virtue runs everything underneath, from proposals into renewals, endorsements, and the rest of the book. The brokerage sees one partner.

DBVrelationships, trust Virtueenvironment, cadence the brokeragesees one partner
This is running today

A live rhythm, running right now.

1,000+people inside what we have built across our clients
7departments live in a current engagement
Weeklya numbered release, forever

We are inside this exact rhythm right now with a real estate investment firm across seven departments. A brokerage runs the same way, on the same environment.

The shape of an engagement
Paid discoveryA defined week that produces the audit, the plan, and a baseline.
A monthly partnershipSized to the team and the book, with the plan savings shown next to it.
A focused pathOne contained project, when a full engagement is more than a team wants yet.

Figures get set per brokerage.

Discovery is paid, so the plan is a product the brokerage owns and keeps.

The structure between DBV and Virtue is ours to build together.

How we go from here

You bring the brokerage.
We bring the rest.

DBV brings the relationships. Virtue brings the environment and the cadence. Let's take it to the first brokerage together.

johnny@virtue.company · erik@dbvsolutions.com
The overview and the live tool: dbv.virtue.tools
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