Find the right accounts
We build targeted prospect lists around your agreed market, then research the people and businesses worth approaching.
Targeting · Account research · Data cleanup
Broker Flow / AI-powered prospecting agency
Less prospecting.
More opportunity.
Targeted commercial accounts and personalized outreach for insurance producers. We handle the research and follow-up so you can focus on the next conversation.
Built for independent agencies, wholesalers, MGAs and commercial producers.
Your next pipeline
Research → Outreach → Conversation
Our commitment, from day one
Accounts aligned to your appetitePersonalization, not mass blastsClear scope. No meeting guarantees.
01 / The workflow
A better pipeline starts before the first email.
Your territory, industries and account criteria shape the work. AI speeds up the repetitive parts; your commercial strategy sets the direction.
Built around insurance, not generic lead generation.
For agency principals, carrier territory managers and producers who need a repeatable way to reach relevant commercial accounts.
Make every introduction relevant
Personalized email copy connects your offer to the account. Growth plans add automated follow-up sequences and LinkedIn outreach.
Email personalization · Sequences · LinkedIn
Keep the pipeline moving
CRM-ready delivery keeps prospects organized. Growth adds monthly reporting; Enterprise adds qualification and appointment-setting support.
CRM upload · Reporting · Qualification
02 / Monthly packages
Choose your pace.
Defined deliverables, not promised revenue. We confirm your targeting, campaign scope and onboarding details before work begins.
Starter
$1,000/ month
Lay the groundwork
250 prospects per month · Email personalization · CRM upload
Growth
$2,500/ month
Build a repeatable outreach engine
1,000 prospects per month · Automated sequences · LinkedIn outreach · Monthly reporting
Enterprise
$5,000/ month
Add hands-on pipeline support
Everything in Growth · Appointment setting · Prospect research · Account qualification
03 / Your next move
Put your next market in motion.
Tell us who you want to write, where you want to grow and what your producers need. Let’s start with a 10-minute conversation.