ProInsight™ - ProInsight

Introducing: Relational Tech™

We transform service professionals into world-class real estate advisors with Relational Tech™—our AI-powered platform that elevates you, not replaces you, in client relationships.

The Deep Dive™

Learn how the Deep Dive™ delivers timely, professional insight that reveals hidden opportunities in your client database, fueling scalable growth through automated referrals.

Our Why

Most tech is built to replace professionals. Ours is built to empower them.

While many seek to get in between you and your clients, thereby decreasing what you do and what you get paid, ProInsight™ strengthens your role at the center of client relationships.

We believe the professional is the asset. That’s why we deliver technology that helps you stay indispensable, grow your influence, and build a business that is both scalable and sellable.

How it Works

Through a national network of trusted professionals, predictive property data, and AI, we transform your database of closings, transactions, and past clients into a forward-looking portfolio of Real Estate Assets Under Management.

Our technology empowers you to deliver timely, relevant professional insight—uncovering top opportunities in your client database and within the databases of your referral network.

Our customers are affiliated with:

Optimize | Scale | Sell

Step 1: Optimize

Connect your practice to ProInsight™ and start operating like a true advisor—not a chaser.

Our platform equips you with actionable client data, AI-identified warm opportunities, and scheduled appointments—so you can consistently deliver value, stay top of mind, and grow through your existing relationships.

"When referring relocation business, it used to take me as long as four hours to find an agent to whom I could refer just one client. With the help of ProInsight™ I just referred three transactions in a matter of minutes."

Amir Cackovic

Real Estate Agent
⚲ Sacramento, California

Step 2: Scale

The ProInsight™ platform delivers warm, AI-matched referrals from the trusted professionals in your network—helping you grow through consistent, high-trust opportunities without cold prospecting.

Our platform also expands your capacity to absorb additional client relationships from retiring professionals in your industry—so you can scale your business without starting from scratch.

“As a direct result of my involvement with ProInsight™, in just four months I have generated six new transactions resulting in $5.1M in volume. I have also placed six outgoing referrals resulting in an additional $15k of referral revenue."

Stephanie Peck

Real Estate Agent
⚲ Oregon City, Oregon

Step 3: Sell

Most service businesses aren’t sellable—because they rely too heavily on the owner. The ProInsight™ platform changes that.

By simply plugging into our national network of professionals, you create an ecosystem of automated, referral-driven growth that’s no longer dependent on you.

The result? A business that’s not just valuable—it’s transferable.

“In one of the Members-Only-Masterminds, I met an ideal CPA referral partner. We were able to quickly implement what we were being taught and we are already making introductions to each other’s ideal clients.”

Rich Dougall

Financial Advisor
⚲ Portland, Oregon