Commercial360 insights
Build commercial prospecting around the business you can write.
Six evidence-grounded guides help insurance agencies define appetite, select accounts, evaluate data, coordinate outreach, qualify responses, and improve the next market cycle.
Prospecting guide
Appetite-First Commercial Insurance Prospecting
Define a commercial insurance target market around the accounts, classes, territory, and capacity your agency can actually support.
Prospecting guide
Commercial Lead Data and Qualification
Understand the account, contact, evidence, and qualification work that turns a market record into a useful producer conversation.
Prospecting guide
Managed Outreach and Producer Handoff
Coordinate calling, email, LinkedIn, response review, and follow-up ownership around a clearly approved commercial market.
Prospecting guide
Commercial Insurance Industry Playbooks
Translate appetite into concrete targeting inputs for trucking, contractors, commercial property, and additional niches.
Prospecting guide
Timing, Capacity, and Prospecting Economics
Set realistic timing, volume, ownership, and measurement rules so prospecting fits producer capacity instead of overwhelming it.
Prospecting guide
Choosing and Using Commercial360
Evaluate fit, proof, expectations, handoff responsibilities, and customer-reported benefits before starting a managed program.