Your producers are great in the room. The problem is filling the room. Referrals dry up,
X-dates slip by unnoticed, and the good accounts get quoted by three other agencies before
yours even hears about them.
We fix that. We put decision-makers in front of your producers — owners, presidents,
CFOs and risk managers at SMBs whose policies renew in the next 90 days — booked
straight onto their calendars. Purely performance-based. Every lead is yours alone. Your
producers just show up and quote.
We take on two new agencies a month, and we only work with one agency per market. Every account we source is exclusive to you — never shared, never resold. Once your market is taken, we turn your competitors away. Check below if yours is still open.
Check Your MarketHow we find accounts that are actually in-market right now, reach the decision-maker without sounding like every other agency, and put a qualified meeting on your producer's calendar.
How we identify SMBs whose policies renew in the next 90 days — plus the ones with a funding round, acquisition or expansion that just put coverage back on the table.
How we write emails that owners and CFOs actually reply to — built around the renewal they've got coming, not a generic "we shop your coverage" pitch.
How we land in the primary inbox instead of spam — and keep your agency's domain completely out of the line of fire.
We don't blast a bought list. We find SMBs with 5–100 W2 employees whose policies renew inside 90 days — or who just raised, acquired, or expanded and need coverage they don't have yet. Your producer only ever sits across from someone with a real reason to move.
Owners, founders, presidents, CFOs, risk managers — the people who can actually say yes to a BOR change or a new program. Not an office manager who has to "check with someone."
We set up dedicated sending domains and warm them properly, so your emails land in the primary inbox — and your agency's real domain stays completely clean. No risk to your reputation with carriers or clients.
Every account we source is worked for you and no one else. We never resell a lead to another agency, broker or carrier. When your producer walks in, they're not the fourth quote — they're the reason the account is even shopping.
Qualified, pre-screened decision-makers land straight on your producer's calendar, with the account context they need to prep. Your team just shows up ready to quote.
A live dashboard of every campaign — emails sent, replies, meetings booked, renewal windows in play. You see exactly what we see. No black box, no inflated "activity" reports.
Four steps that turn a renewal date into a quoting opportunity on your producer's calendar.
We map your appetite — industries, lines, account size, geography — and the trigger signals that mark an account worth your producer's time.
We stand up your dedicated sending system, source the in-renewal account data, and write your sequences — all isolated from your agency's domain.
Campaigns go live across email, LinkedIn and phone. We tune targeting and messaging against real replies until meetings are landing consistently.
Pre-screened decision-makers show up on your producers' calendars. They do what they do best — quote and close.
A commercial producer's average new-business commission runs around $40k a year, on an average book near $240k.1 A single account you bind from a single meeting isn't one check — it's a renewal stream for as long as you keep it.
1 Big “I” Best Practices producer benchmarks. 2 Industry cold-outreach and exclusive-appointment benchmarks, 2025–26. 3 Industry agency retention benchmarks. Figures are industry ranges, not a guarantee of results.
Independent P&C and commercial-lines agencies with at least one full-time producer and the appetite to write more small-to-mid-market business. We target SMB accounts with 5–100 W2 employees, so if that's in your wheelhouse, you're a fit.
One rule: your producers need the capacity to take the meetings. If they're already maxed, we're not a fit — we won't book appointments your team can't work.
It's performance-based. You're guaranteed a minimum of 3 qualified meetings per producer each month — or, for agencies with 4 or more producers, a minimum of 15 a month across the team. If we don't hit it, we make it right.
Your side of the deal keeps it fair: your producers show up to the meetings we book, you reply to interested prospects within a business day, and you give us your appetite and suppression list up front. Hit those, and we hit the minimum — simple as that.
A live meeting with a real decision-maker — owner, founder, president, CFO or risk manager — at an SMB with 5–100 W2 employees whose coverage renews inside the next 90 days, or who has a genuine open need (a recent raise, acquisition or expansion). They have to actually attend and engage. Anyone who isn't a fit doesn't count and isn't billed.
Yes, completely exclusive. We never share or resell an account to another agency, broker or carrier — when your producer walks in, they're not competing with three other quotes we also sold.
We don't just run the same bought list everyone else uses. We identify accounts entering their renewal window and layer in live signals — funding rounds, acquisitions, expansions — so you're reaching businesses with a real, current reason to talk.
It's fully done-for-you: dedicated sending domains and inboxes, the account data and lists, copywriting, multi-channel outreach (email, LinkedIn, phone), qualification, and calendar booking. You don't build or touch anything.
Pricing is performance-based and depends on your producer count and setup, so we scope it on a quick call rather than quoting blind. Book a call and we'll walk you through exactly what it'd look like for your agency.
No. One agency per market. Once you're on board, your market is locked — we turn away competing agencies in your area for as long as we work together, on top of every individual account being exclusive to you.
Yes. We operate within CAN-SPAM — accurate sender identity, a real physical address, and a working opt-out on every send — and because we run dedicated sending domains, your agency's real domain and deliverability stay completely insulated.
Book a quick call. No hard pitch — just a straight read on whether your appetite and producer capacity are a fit, and exactly what the program would look like for your agency.
