Managed Commercial Insurance Prospecting

Prospecting Built
Around Your
Appetite

Tell us the classes, account profile, and territory you want. We build the target market, run the outreach, qualify the response, and hand your producers relevant conversations with context.

Review Your Target Market → See the Managed Process →
01
Define Your Appetite
02
Qualify the Market
03
Handoff with Context
Example Target Accounts
🚛
Apex Freight Co.
Trucking · Workers Comp
HOT
🏗️
Summit Builders
Construction · GL + BOP
NEW
🏭
Pacific Manufacturing
Manufacturing · Property
CALL
Featured Verticals

Start with the accounts
you can actually write

🚛
Trucking Leads

Build around fleet size, haul type, operating authority, territory, and the decision-makers your team wants to reach.

See Trucking Targeting → 🏗️
Contractor Leads

Narrow by trade, license, revenue, project profile, geography, and coverage fit before outreach begins.

See Contractor Targeting →
Process

Not another list.
A managed prospecting system.

01
Define the Appetite
We translate your classes, territory, account size, exclusions, and producer capacity into a target profile your team approves.
02
Build and Validate the Market
We identify matching businesses, enrich decision-maker data, and remove obvious poor-fit accounts before your producers spend time on them.
03
Run Managed Outreach
Calling, email, and LinkedIn work together around the approved target—with responses reviewed and qualified instead of simply counted.
04
Handoff and Learn
Your team receives the account, contact, outreach history, and reason for interest. Sales outcomes feed back into the next targeting cycle.
Active Opportunities — Today
Cascade Logistics
Trucking · 45 vehicles
Ironbridge Construction
General Contractor · $8M revenue
Meridian Staffing
Staffing · 120 employees
Westfield Auto Group
Auto Dealer · Multi-location
Blue Ridge Restaurants
Food & Beverage · 6 locations
What We Do

Prospecting managed
from target to handoff

Build Your Target Profile
📞
Live Qualification
Commercial insurance callers reach the market, surface fit and timing, and pass useful context to your producers.
✉️
Fit-Specific Email
Short email sequences speak to the selected class and account profile, with human review of replies and next steps.
🎯
Appetite-Specific Markets
Target markets are built around your underwriting fit—not sold as a generic list—using business, contact, geography, and timing signals.
🤖
Response Qualification
We distinguish genuine interest, timing, referral paths, and poor fit so activity does not masquerade as opportunity.
📊
Producer-Ready Handoff
Qualified responses arrive with the company profile, contact details, conversation history, and recommended follow-up.
📈
Closed-Loop Improvement
Delivery and sales feedback refine the target profile, messaging, qualification, and next market cycle.
Verticals

Focused commercial markets,
configured to your appetite

Client Results

What agents value
after the handoff

★★★★★
"I really appreciate you guys and have gotten good business and good referrals. I love working with you and plan to stay on."
SS
Stephanie S.
Owner · C'side Insurance Agency · San Diego, CA
★★★★★
"I had a great meeting with the lead — the information was accurate and she was actually seriously interested in getting a quote. Thank you for working on the quality!"
VH
Vincent H.
Commercial Insurance Specialist · Farmers Insurance · Saint Cloud, MN
★★★★★
"The platform handles live transfers and lead follow-ups seamlessly. The data enrichment on our trucking list — direct dials to decision makers — was exactly what we needed."
BD
Bret D.
Trucking Insurance Specialist · Mustard Seed Financial & Insurance
Commercial prospecting guides

Make the next market
more deliberate

Use practical, evidence-grounded guides to define appetite, review account evidence, coordinate outreach, and improve producer handoff.

Appetite-first prospecting → Commercial prospecting insights → Browse all insights →
Get Started

Is your target market
specific enough to work?

Bring us the classes, geography, and account profile you want. We’ll review the available market and show how we would target and qualify it.

Review Your Target Market with Rob →

No obligation · 15-min discovery call with Rob · Serving agents nationwide