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Trusted advisor results.

B File System™

Process-driven solutions. Trusted advisor results.

Founded 2014 United States Clinton Township, United States 9 employees Series A Information Technology, Insurance +5

General Information

Company Name B File System™
Founded Year 2014
Location United States Clinton Township, United States
Employees 9
Industries Information Technology, Insurance, Insurtech +4
Funding Stage Series A
Business Model SaaS, B2B, Platform
Revenue Model Subscription, Tiered Pricing, Service Fee
Social

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About B File System™

B File System™, established in 2014, is a dynamic player in the Information Technology and Insurance sectors, operating primarily in the Insurtech and SaaS spaces. With its headquarters in the United States, this innovative company is celebrated for its unique liability calculator, an integral tool for insurance agencies aiming to enhance conversations around customer liability protection needs.

The proprietary system not only facilitates scripted dialogues for assessing liability but also identifies cross-selling opportunities in Property & Casualty (P&C) and prospects in Life and Retirement. This comprehensive approach boosts agency efficiencies by uncovering unmet insurance needs, particularly in Life insurance and Car insurance.

B File System™ received its last recorded funding in a Series A investment on 01 August 2018. Despite the absence of disclosed investors, the company's forward-thinking technology and market position make it a noteworthy contender in the insurance technology landscape. Their slogan, "Process-driven solutions. Trusted advisor results," underscores their commitment to innovation and reliability.

Business keywords: liability calculator, cross-selling opportunities, customer profiling, insurance software, life insurance prospects, retirement planning, P&C (Property and Casualty) insurance, cloud-based solutions, customer needs assessment, advisor tools, revenue enhancement, business analytics, customer service enhancement, insurance advisory, sales enablement

Services & Products

Automated appointment scheduling
Risk assessment and coverage gap identification
Follow-up call services for prospecting and sales
Integration with booking and CRM tools

Target Customers

Insurance agents Financial advisors Insurance agencies Multiline insurance practitioners

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Series A Undisclosed -
01 Aug 2018

B File System™ Alternatives & Competitors

B File System™ vs

Commercial Insurance Services

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B File System™ vs
Convr
Convr United States

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B File System™ vs
AgencySmart, LLC
AgencySmart, LLC United States

Work Smart...AgencySmart

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FAQ About B File System™

Process-driven solutions. Trusted advisor results.
B File System™ was founded in 2014.
B File System™ is headquartered in Clinton Township, United States.
B File System™ operates in Information Technology, Insurance, Insurtech, SaaS, Marketing, Life insurance and Car insurance. Its work centres on liability calculator, cross-selling opportunities, customer profiling and insurance software. Its customers include Insurance agents, Financial advisors and Insurance agencies.
B File System™ has a SaaS, B2B and Platform business model. Its revenue comes from Subscription, Tiered Pricing and Service Fee.
B File System™ has approximately 9 employees.
B File System™ has completed 1 funding round. The latest funding stage is Series A.
B File System™ offers: Automated appointment scheduling, Risk assessment and coverage gap identification, Follow-up call services for prospecting and sales, Integration with booking and CRM tools.
Top alternatives and competitors to B File System™ include Friedman Associates Insurance, Convr, AgencySmart, LLC, Experience.com, Igloo. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
B File System™ and Friedman Associates Insurance are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for B File System™, https://bouncewatch.com/company/b-file-system, updated 7 April 2026. When citing, please name BounceWatch and link this page.

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