Industries B2B Services & Technology
Commercial Insurance Brokers
Capture X-dates and book renewal conversations with business owners before they renew.
The Metric We Own
Verified X-dates and booked renewal reviews
Businesses rarely switch mid-policy. Knowing the expiration date means your licensed producer calls at the right time.
How a lead becomes a verified result
- 1
Dial
Businesses by class, size and location, focused on your target lines: general liability, workers' comp and commercial auto.
- 2
Qualify
- Policy expiration date
- Current carrier
- Lines of coverage in place
- Business size and class
- Decision-maker
- 3
Disclose
Reps state they are calling to set an appointment for a licensed agent and stay on an approved script. Selling, soliciting and negotiating insurance are licensed activities.
- 4
Hand off
Renewal review booked with your licensed producer, ahead of the X-date.
- 5
Second-voice QA
Every call is scored, and an independent QA caller re-confirms the details. Anything that can't be re-confirmed isn't delivered.
- 6
Learn
Rejected leads come back with a reason. That feedback goes into your next report and the next round of training.
What our reps never do
- Quote a premium
- Compare carriers or policies
- Recommend coverage
- Say a business is underinsured
Retention & after-sale desk
- X-date tracking and callbacks
- Meeting reminders
- Certificate and document collection
- Annual renewal reviews
What we need to start
- Licensed states and producer details
- Target classes and premium size
- Appetite by carrier
- Producer calendars
- AMS or CRM access
100% Upfront Managed Infrastructure Retainers
B2B & Technology retainers
Priced for decision-maker research, longer qualification and technical scripts.
Apex Launch
1 dedicated seat
$2,474 / mo
8–16 completed demos / mo
Growth Engine
2 dedicated seats
$4,182 / mo
16–28 completed demos / mo
Dominance Hub
3 dedicated seats
$5,878 / mo
28–42 completed demos / mo
Paid upfront each month. Enterprise Seats $1,684 each beyond 3. One-time setup fee quoted before you sign. No long-term contract. Expected Campaign Benchmarks are not guarantees: actual results vary based on market conditions, list freshness, caller script approval and your offer.
Commercial Insurance Brokers questions
This page describes how we work. It is not legal advice. Rules vary by state and province and change often, so your counsel approves every script before we dial.
Why is gathering the X-Date (expiration date) critical?
Businesses rarely switch carriers mid-policy. Capturing exact renewal dates lets your brokers quote at the window of maximum intent.
What are your reps allowed to discuss?
Reps gather factual details like the renewal date and current carrier, then set an appointment. They do not quote, compare policies or recommend coverage. Those are licensed activities, and rules vary by state.
How does your pricing fit insurance rules?
Our plans are flat monthly retainers, so payment is not tied to policies sold. Some states restrict how lead sources can be paid, so your compliance team should confirm the setup for each state.
How far ahead do you call?
Usually 60 to 90 days before renewal, which gives your producer time to market the account.
Can you build an X-date pipeline over time?
Yes. If a business renewed recently, we log the date and call back at the right time next year. That list becomes an asset for your agency.
How fast can this campaign go live?
Most teams are dialing 3 to 7 business days after signing and onboarding. Larger floors can take up to 10. We start with a soft launch while call scoring is calibrated to your criteria, then ramp to full volume.
What does it cost?
B2B & Technology retainers start at $2,474 a month for one dedicated rep on Apex Launch, with Growth Engine at $4,182 and Dominance Hub at $5,878, all paid upfront. Hourly callers, closers, disposition managers and skip tracing can be added or bought on their own. A one-time setup fee is quoted before you sign.
Can I listen to my team and review the calls?
Yes. Every call is recorded and scored. You can review any recording, listen in during a scheduled session, and see volume, contact rate and results in your reports: weekly on Apex Launch, daily on Growth Engine and Dominance Hub.
Tell us the number you need to move.
Build your plan, pick your tools, and we'll come to the call with a floor plan and launch date.