Commercial insurance & benefits

Be in the conversation before the renewal

Commercial lines and group benefits move at renewal, and the decision is usually made months before the date. We start conversations with owners, CFOs, and HR leaders from your profile, so they know you before the quotes start.

Book a free outreach audit

Who we reach

The people who sign off on the policy or the benefits plan.

  1. Owners

    Owner · President · CEO

    In mid-size companies the owner still decides on the broker, and loyalty runs on relationships.

  2. Finance leaders

    CFO · Controller · VP of Finance

    They see the premium increase first and decide whether to shop it.

  3. HR leaders

    HR Director · Benefits Manager · VP of People

    For group benefits, HR runs the renewal and lives with the employee questions all year.

What the messages look like

The first message when they accept. If they don't reply, a second one written from something new on their profile. We stop the moment they reply.

See examples for every industry

Example · CFO, 200-person manufacturer, Milwaukee

Message 1 · when they accept

thanks for connecting. you spent six years in public accounting before moving in house at the company your grandfather started, so you've seen both sides of an audit. i run a commercial insurance agency here in milwaukee. when your policies renew, do you shop them every year or stay with the same broker?

Message 2 · a few days later, no reply yet

noticed the company just opened a second plant in waukesha. that's usually when coverage gets more complicated than anyone expects. worth a 15 minute call before your next renewal to make sure nothing got missed?

Fictional example of the format.

Be ready before the first reply

Outreach brings conversations. These are what buyers will ask about next. We check each one on the audit.

See how the outreach works, step by step.

  • The industries and company sizes you write best
  • What you do at renewal that other brokers don't
  • A producer who can take the call and the follow-up
  • Your compliance team's sign-off on the message wording

Common questions

Can messages mention coverage or pricing?
We keep first messages to an introduction and one question, with no product claims, and your compliance team approves the wording.
How far ahead of renewal should outreach start?
Several months. The conversation needs to happen before they ask for quotes.

Other industries

See who buys in your area

Thirty minutes. We count your buyers on LinkedIn and tell you straight whether outreach fits.

Book a free outreach audit