Commercial Insurance Agencies

A consistent pipeline of commercial insurance prospects.

We build and run a dedicated outbound team that reaches business owners in your target niches, learns when their policies renew, and books conversations with your producers.

Commercial P&CTrucking & transportationConstruction & contractorsManufacturingRestaurants & hospitalityBenefits
THE PROBLEM

Your producers should be quoting, not cold calling.

Every producer knows the next account is one conversation away. But between servicing clients and chasing renewals, prospecting is the first thing to slip.

And the best time to reach a business owner is before their renewal, not after they've already signed again.

WHAT YOUR CALLER DOES

From a list of businesses to a renewal conversation.

  • 01Calls business owners in your target niches and territory.
  • 02Reaches the owner or the person who handles insurance.
  • 03Finds out their current carrier relationship and renewal date.
  • 04Books a review with your producer, or a callback timed before renewal.
  • 05Logs everything: every appointment comes with notes and the recording.
CALLER

Hi, is this Dave? This is Maria calling for Keystone Insurance. Quick question: who handles the insurance for your trucks?

OWNER

I do. We're covered.

CALLER

Good. Most fleets we talk to are. When does your policy renew? We'd just like a shot at a second quote before it does.

Sample call flow. Your caller trains on your script and offer before touching your list.

WHY INSURANCE TEAMS USE US

Renewal-timed outreach, every day.

01

Renewal-date tracking

Callers capture renewal dates so your producers can reach owners at the right time, even months out.

02

Niche-focused campaigns

One campaign per niche, with a script built for that industry's coverage questions.

03

A team, not one rep

Every seat comes with a team lead, daily coaching, QA and a trained bench behind it.

04

Compliance first

Business-to-business outreach, scrubbed against the federal DNC registry, with your approved script.

PROOF

Results

40 hrs

of business owner outreach per seat, per week.

Renewal dates

captured on every qualified conversation, so no opportunity is lost to timing.

HOW WE BUILD YOUR TEAM

Recruited, trained and managed by us.

01 — RECRUIT

We hire the caller

Voice screen, role-play and a trial on a live campaign. Only callers who pass make our bench.

02 — TRAIN

We train them on your industry

How your industry sells, plus your offer, your script and your objections, before they make a single call.

03 — MANAGE

We run them every day

A team lead coaches from the recordings and keeps the campaign on track. Not working out? Replaced free.

PRICING

Dedicated callers starting at $960/month.

$960/month per seat
One dedicated, full-time caller. Recruiting, training, campaign setup, dialer, daily management, QA and reporting included. Multi-caller packages from $850 per caller. Month-to-month.
See packages

Caller not a fit? Replaced free. Live dashboard with every call and recording included. We never promise a set number of leads, because results depend on your list and market.

INSURANCE FAQ

Questions we get from insurance teams.

Are callers licensed?

No. Callers book conversations and capture renewal information; your licensed producers do all quoting and advising.

How do appointments reach my producers?

Every appointment lands in your dashboard with notes and the recording, plus an instant alert. Export to your agency CRM anytime.

How much does it cost?

Dedicated callers start at $960/month, with multi-caller packages from $850 per caller. Month-to-month.

Let's build your producer pipeline.

Fifteen minutes. You'll leave with a free outbound plan: your script, who to call and where to get the list, and a weekly activity plan.