Lead gen for commercial insurance brokers and employee benefits teams.
P&C brokers selling commercial lines to businesses, employee benefits brokers selling to HR and CFOs, MGAs building agency networks, and insurtech companies selling to carriers and brokers.
The pipeline problems that keep coming up.
Commercial renewals are won or lost 90 days before expiration
Your producers know the renewal window is the moment. But they are managing 200 accounts manually and consistently miss the outreach timing that would have won the re-quote.
Employee benefits pipeline is relationship-dependent
HR directors and CFOs change jobs every 18 to 24 months. Your book of business walks out the door with them unless you have a system for detecting job changes and re-engaging at the new company.
MGA and wholesale channel development is slow
Building a network of retail agents who regularly submit to your MGA requires consistent outreach, training reminders, and product updates at a volume no small team can sustain manually.
Insurtech sales cycles are enterprise-length
Selling a new platform to a carrier or large brokerage involves CTO, COO, compliance, and the business unit simultaneously. Most insurtech companies lose deals because they drop threads.
The modules that matter most.
Renewal window signal detection
Monitor business data signals — company size changes, new locations, executive moves — that indicate a commercial insurance renewal or change is imminent. Reach prospects 90 days before the decision, not 9 days. Signals are pulled from your connected ZoomInfo or Apollo account and matched against your target commercial client profiles.
Executive change alerts and re-engagement
When a CFO or HR director changes companies, trigger an automatic re-engagement sequence at their new employer. Your relationship follows the decision-maker.
Agent and broker network development
Build and nurture a network of retail agents and independent brokers with automated outreach, product update sequences, and appointment setting. Scale your distribution without scaling your headcount.
Compliance-aware outreach
Every sequence respects state insurance department rules and opt-out requirements. The platform manages suppression automatically so your producers stay focused on selling.
What good looks like.
What the platform tracks for Commercial Insurance brokers.
How a 60-producer brokerage grew commercial lines 38% without adding headcount.
A regional commercial insurance brokerage was losing renewals because producers were too reactive. Renewal window monitoring identified 200 accounts with expirations in the next 90 days. Automated sequences reached each decision-maker with a personalized message referencing their industry, their exposure profile, and their expiration date. Renewal retention improved from 71% to 89% in two quarters.
See how Lead Gen AI Suite™ works for your team. Ask G right now.