★★★★★4.8 rated by over 70+ clients
For Commercial Insurance Brokerages

Book More Commercial Quotes From Real Business Owners

Only pay for qualified live conversations that meet your rules.

Exclusive. OTP-verified. Recorded. Routed live to your team.

100% Exclusive ·
90-Second Billable Connect ·
Recorded + Auditable
Ad → Appetite Intake → SMS OTP → Live Transfer → Recording + CRM Event
1Ad
2Appetite Intake
3SMS OTP
4Live Transfer
5Recording + CRM Event

Stop Buying Leads Your Producers Have to Chase

Traditional Lead Vendors
Fast Qualified Leads
Traditional Lead Vendors
Shared leads
Fast Qualified Leads
Exclusive owners
Traditional Lead Vendors
Speed wars
Fast Qualified Leads
Live conversations
Traditional Lead Vendors
Shared data
Fast Qualified Leads
OTP-verified
Traditional Lead Vendors
Stale inquiries
Fast Qualified Leads
Real-time connects
Traditional Lead Vendors
No visibility
Fast Qualified Leads
Recorded calls
Traditional Lead Vendors
Disputes over quality
Fast Qualified Leads
Black-and-white audit rules

Your producers shouldn't spend their day chasing lists.

They should be speaking with qualified business owners.

Qualified Live Conversations

Business owners who match your appetite and licensed states, verify their phone number, confirm their authority, and connect directly with your team during your transfer hours.

A conversation is billable only if:

Authority confirmed
Appetite + state match
90-second live connect on recording
Connected within agreed transfer hours

If your team misses the transfer, we work to reconnect the business owner.

Why Brokerages Use This Instead of Shared Lead Vendors or Retainer Agencies

Shared lead vendors create competition.

Retainer agencies create uncertainty.

Manual prospecting burns producer time.

Referral-only growth is too inconsistent.

Our model is different.

The goal is simple:

Help your brokerage create a consistent flow of commercial insurance opportunities at a clear cost per qualified lead.

We build and manage the lead engine for you, then deliver qualified commercial insurance inquiries directly to your CRM.

Typical Lead Vendors

Shared leads
Multiple brokers calling
Often recycled/stale
Producer time wasted

Retainer Agencies

Pay for activity
Unclear output
Monthly management fees
No fixed CPL

What Makes These Leads Different

100% Exclusive to Your Brokerage

You are not buying a lead that gets sold to five other brokers.

Each lead is generated for your brokerage and delivered only to you.

That means your producer can focus on the conversation instead of competing against every other agency that bought the same contact.

OTP-Verified Before Delivery

Bad phone numbers kill lead quality.

That is why billable leads are OTP-verified before they hit your CRM.

This helps filter out fake submissions, wrong numbers, and low-quality form fills before your team wastes time chasing them.

Delivered to Your CRM in Real Time

Speed matters.

When a business owner submits an insurance inquiry, your team should not find out hours later in a spreadsheet.

Leads are routed directly into your CRM in real time so your producers can call while the inquiry is fresh.

All Commercial Lines

We are not limited to one narrow insurance category.

We generate business-owner inquiries across commercial lines, then route them based on the criteria agreed on before launch.

That gives your brokerage flexibility without turning the campaign into a random lead dump.

$✓

No Retainers

You are not locked into paying for “marketing activity.”

You only pay for qualified leads.

That makes the acquisition cost cleaner, easier to track, and easier to compare against quote rate, close rate, and policy value.

Want to see if this fits your brokerage?

Book a Call

The Math Is Simple

If you pay $200 per qualified lead and close 10%, your cost per new client is $2,000.

The key is not just lead volume.

That is why this is best for brokerages with a real follow-up process.

For a brokerage writing commercial lines, that math can make sense quickly when one good account creates first-year commission, renewal value, cross-sell opportunity, and long-term book growth.

The key is working qualified inquiries fast enough to turn lead flow into quote flow.

$200 CPL × 10 leads
= $2,000 spend
10% close rate
= 1 new client
Estimated acquisition cost
= $2,000

Close rate depends on your follow-up speed, sales process, appetite, quoting, and market fit.

How It Works

STEP 1

Book a Strategy Session

Meet with our founder and Head of Sales, Isaac Wood. He will show you our process and answer all of your questions.

STEP 2

Place Your First Test Order

Start with a 50-lead test order. Once setup is complete, leads can begin coming through within 72 hours.

STEP 3

Review ROI and Scale

Review lead quality, follow-up results, and ROI from the first order. Then choose how many leads you want per week as you scale.

Ready to test exclusive leads?

Book a Call
Speed-to-lead matters

This Works Best When Your Team Calls Fast

Real-time leads need real-time follow-up.

If your producers wait days to call, the lead quality will not matter as much.

But if your brokerage has a real follow-up process, this gives your team more commercial insurance conversations to work without building the whole acquisition system in-house.

You handle the sales process.

We handle the lead engine.

Your team

You handle the sales process

Producers call, qualify, quote, follow up, and close while the inquiry is fresh.

+
Our engine

We handle the lead engine

Campaigns, funnel, OTP verification, and real-time CRM delivery stay managed for you.

What You Get

Exclusive commercial insurance leads

OTP-verified business-owner inquiries

Real-time CRM delivery

All commercial lines

Paid ad campaign management

Ad creative management

Funnel management

Lead routing setup

Optional follow-up support if needed

Lead quality feedback loop

No retainer

Pay per qualified lead only

Who This Is For

This is for commercial insurance brokerages that:

  • Want more business-owner inquiries
  • Are tired of shared lead vendors
  • Have producers who can call quickly
  • Can work leads through a real sales process
  • Want a clearer cost per qualified opportunity
  • Write commercial lines and know their ideal customer
  • Have a CRM or lead routing process in place

Who This Is Not For

This is not for brokerages that:

  • Want guaranteed bound policies
  • Do not call new leads quickly
  • Do not have a sales process
  • Cannot write the leads they receive
  • Want the cheapest possible data
  • Expect marketing to fix poor follow-up
  • Prefer shared leads or aged lists

We would rather tell you upfront if this is not a fit than sell you leads your team is not ready to work.

Only Pay for Qualified Leads That Meet the Agreed Criteria

You are not paying for clicks, impressions, or vague marketing activity.

You only pay for qualified commercial insurance leads that meet the criteria agreed on before launch.

If a lead is a duplicate, fake submission, personal insurance inquiry, invalid phone number, outside the agreed geography, or does not meet the agreed qualification rules, it should not count as billable.

A Cleaner Way to Buy Commercial Insurance Leads

If you are already writing commercial lines and your team can follow up quickly, this gives you a simple way to add qualified lead flow without retainers or shared data.

You know the cost per qualified lead.

You know the leads are exclusive.

You know they are verified before they hit your CRM.

And your producers can call while the inquiry is fresh.

That is the model.

Book a Call

On the call, we will look at your brokerage, your target commercial lines, your geography, and your current follow-up process.

If this is a fit, we will show you how the lead delivery works and what it would take to launch.

If it is not a fit, we will tell you directly.

Frequently Asked Questions

How much does each lead cost?+

Pricing per qualified lead varies based on the specific lead criteria you’re targeting.

You only pay for leads that meet the agreed qualification criteria.

Are the leads exclusive?+

Yes.

Each lead is exclusive to your brokerage and is not sold to other brokers.

Are these aged leads?+

No.

These are real-time business-owner inquiries generated through active campaigns and delivered directly to your CRM.

Are the leads verified?+

Yes.

Billable leads are OTP-verified before delivery.

Do you work with all commercial lines?+

Yes.

We generate inquiries across commercial lines and align the campaign around the types of leads your brokerage can write.

Do you integrate with our CRM?+

Yes, as long as your CRM can accept leads through webhook, API, Zapier, or another supported delivery method.

The goal is to route leads directly into your workflow without spreadsheets or manual handoff.

Do you guarantee sales?+

No.

We guarantee qualified, exclusive lead delivery.

Your team is responsible for calling, quoting, following up, and closing.

What makes a brokerage a good fit?+

You are a good fit if you write commercial insurance, can call new leads quickly, have a real follow-up process, and want a consistent cost per qualified opportunity.