Client room · Industrial · since 2021
Seabright Insurance
Relationship partner: Thomas Hale
Known value
$355K
What this means
- Means:
- Margin already earned from this client.
- Matters:
- It is the relationship's track record.
- Consider:
- Kept separate from expected value.
Expected value
$587K
What this means
- Means:
- Modeled future margin if the relationship continues as it is.
- Matters:
- It is what this relationship is worth from today.
- Consider:
- Raise it by improving retention or adding a practice.
Retention
95%
What this means
- Means:
- Likelihood the client sends work next year.
- Matters:
- Small changes here move expected value a lot.
- Consider:
- Keep regular senior contact.
Realization
98%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 42 days on average.
- Consider:
- Healthy — no action.
Fees by year
Last 12 months $271K, up 40% on the year before. Practices used: Real Estate.
Segment: Anchor
Top fifth of future value with strong retention.
Consider: Protect: senior coverage, annual value review, multi-practice planning.
Practices not yet used: Corporate, Litigation, Employment
People at Seabright Insurance
Taylor Brooks
General Counsel
130d since contactTaylor Patel
Chief Executive Officer
C-suite142d since contactDrew Silva
Chief Financial Officer
C-suite64d since contactAvery Garcia
Deputy General Counsel
95d since contactDrew Reyes
Chief Operating Officer
C-suite29d since contact
Next steps
Set an expiry on 1 open-ended discount
Add reason and expiry to the discount register
Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.