Insurance lead generation that fills your pipeline with qualified commercial prospects.

Outreach starts in week one. List build, messaging, and account research finish during onboarding, so day one of the engagement is dialing day — we don’t ramp by quarter. First qualified appointments typically land within the first week, with steady weekly cadence by week three. Your producers see meetings on the calendar before most agencies have finished writing their kickoff deck.

Three-point standard, and all three must be met. Verified need — a real coverage gap, an upcoming renewal, or dissatisfaction with the incumbent broker, not idle curiosity. Decision authority — they can bind or recommend the placement, or they’re one of the two people who do. Active timeline — a renewal date or an evaluation underway in the next 90 days. Anything short of all three doesn’t reach your producer’s calendar. Most agencies count anyone who requested a quote as a “lead.” We don’t.

Yes — our insurance client mix spans carriers, MGAs and program administrators, wholesale brokers, and retail agencies. Each has a different sales motion (capacity-led vs. relationship-led), a different value proposition (markets and program design vs. service and advocacy), and different objection patterns. We tune the messaging and qualification standard to your model — not a generic insurance pitch.

We work the calendar and the committee. Outreach is timed to each account’s renewal window so producers land in the 90-to-120-day shopping period. On larger accounts we sequence the committee — risk manager and operations first to establish fit, then the CFO and finance at the terms stage — and our SDRs stay involved through nurture so the handoff to your producer doesn’t reset the relationship. A renewal that takes six months to develop can’t survive being thrown over a wall.

Regional independent agencies through national brokerages and carriers. The common thread isn’t size, it’s capacity: you need producers or an account-management team who can quote, design programs, and bind business once qualified meetings hit the calendar. If you don’t have the producer capacity to absorb new accounts yet, we’ll tell you upfront.

Onboarding runs five to ten business days from kickoff. We use that window to build the account target list, finalize your messaging, route it through your compliance review, train SDRs on your lines and appetite, and integrate with your CRM. Most kickoff work compresses into two or three short working sessions — your time stays minimal. Messaging gets iterated weekly during the first month based on real call data, always inside your compliance guardrails.

Yes, and targeting goes well beyond an industry code. We layer line of business, NAICS/SIC, revenue and headcount, experience modifier, fleet size, renewal date, current carrier, and prior-loss signals. The output is a tight account list of 200-800 names that actually fit your appetite — not a generic business pull from a list vendor. Sloppy targeting is the single biggest reason outbound underperforms. We fix it before week one.

Monthly retainer, scoped to your target volume, account complexity, and lines of business. Enterprise and specialty-program targets take more research to engage; broader mid-market plays cost less. We don’t publish a rate card because every agency’s appetite, markets, and compliance posture look different, and a flat price would either overcharge half our clients or undercharge the other half. Book the assessment and you’ll get a written scope and quote within 30 minutes of the call.