Commercial Insurance Brokers

Quote opportunities with target accounts on your renewal calendar.

We get past gatekeepers to the CFOs, HR directors, and risk managers responsible for your line of business and book quoting conversations.

Typical deal size

$10k–$500k+ annual premium / commission

Sales cycle

60–180 days to bind (renewal-anchored)

Where we focus

4 core use cases

Where outbound moves the needle

The plays we run inside commercial insurance brokers.

  • Group benefits and health
  • Property & casualty
  • Cyber and professional liability
  • Workers' comp specialists

What teams in this space actually struggle with

Honest assessment of the pipeline problems we hear every week.

  • Producers spend 80% of their time on existing book, not new business
  • Renewal dates are the only real buying window — and they're scattered
  • Gatekeepers are tough and CFOs/HR leaders don't take calls easily
  • Compliance and licensing rules limit what can be said on a call

Who we get you in front of

Buyer personas we target inside qualified accounts.

CFOs and Controllers
HR Directors / VPs of HR (benefits lines)
Risk Managers (for larger accounts)
Office Managers / Owners (SMB lines)

How we build the list

Targeting is half the job. Here is the sourcing logic.

Renewal-date capture is the engine. Industry, headcount, and revenue filters narrow the list; we then run 12-month rolling outreach to capture renewal dates and queue producers 90–120 days before X-date.

The openers that work here

Angles tested in production — not generic 'just checking in' scripts.

  • Direct renewal-date capture call — short, respectful, useful
  • Industry-specific risk angle (cyber for legal, workers' comp for manufacturing)
  • Benchmark conversation: 'How does your premium / loss ratio compare to peers?'

Our qualification bar

What has to be true before a meeting hits your AE's calendar.

  • Confirmed renewal date within 6 months
  • Premium size matches your producer's threshold
  • Decision-maker or influencer identified
  • Open to a competitive quote, not just shopping

Objections we handle on the call

Real pushback from buyers and how our SDRs respond.

"We're happy with our broker."

Don't fight that — capture the renewal date and check back 90 days out for a benchmark quote.

"We just renewed."

Perfect — you have 11 months to build a real relationship before X-date.

"Send me information by email."

Confirm the right contact and renewal date first, then send a one-pager tied to their actual coverage line.

Services we run for this industry

The exact mix we typically deploy.

Renewal-date capture programs
Producer-branded cold calling
Industry-vertical campaigns
Compliance-aware scripting & QA

What good looks like

Benchmarks from pods we run in this vertical. Yours will vary.

  • 20–40 captured X-dates / month per pod
  • 8–14 quote conversations / month at the right premium tier
  • Compounding effect — Year 2 close rate jumps as captured X-dates mature

Ready to fill your pipeline in commercial insurance brokers?

Book a free strategy call. We'll review your offer, ICP, and whether outbound makes sense for your business.

Book a Free Strategy Call