For Insurance Brokers & Agencies

Stop waiting on referrals
Start winning corporate accounts

We build and run the outbound engine that puts your brokerage in front of the HR Heads, CFOs, and Admin Heads deciding on group health and commercial insurance, timed to when they're actually open to a new broker.

No commitment. No pitch deck. 30-minute strategy call.

0+
Qualified meetings / month (avg)
0%
Open rate on cold email campaigns
0ร—
ROI in first 90 days
โ‚น0Cr+
Pipeline generated for broker clients
Sound familiar?

Winning corporate accounts feels like luck, not a system

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Everyone already has a broker

Group health and commercial cover is a trust-driven, commoditized sale. Most companies you approach are already covered by an incumbent broker, and getting a foot in the door on cold outreach alone rarely works.

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You're pitching outside the window

Companies only seriously entertain a new broker in the 60 to 90 days before their policy renews. Outreach that ignores this timing lands with prospects who have no reason to listen yet.

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Growth capped by referrals

New corporate business comes from whoever happens to refer you next. There's no repeatable system generating fresh conversations, so growth stalls whenever the referral well runs dry.

Our system

From cold list to corporate account Every single time

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01

ICP & Renewal-Cycle Mapping

Define your ideal corporate account: industry, company size, and where each target sits in its renewal cycle, so we approach at the moment they're actually open to a new broker.

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02

Build Decision-Maker Lists

Verified HR Heads, CFOs, Admin Heads, and Finance Heads at target companies, enriched with renewal-window and buying signals.

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03

Prepare Credibility Assets

Case studies, comparison content, and a cold email and LinkedIn sequence built to establish trust before the pitch ever lands.

Running in parallelActive throughout

Broker LinkedIn Credibility Building

๐Ÿ”—Profile Optimisation

Headline, banner, and about section repositioned to read as a trusted corporate insurance advisor, not a policy seller.

โœ๏ธContent Creation

Posts on renewal timing, risk trends, and coverage stories that build familiarity with HR and Finance leaders before outreach starts.

๐Ÿ†Thought Leadership

Positions your brokerage as the credible alternative to the incumbent, so cold outreach lands like a warm introduction.

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04

Launch Timed Outreach

Cold email and LinkedIn sequences go live, sequenced to reach each account inside its 60 to 90 day renewal window.

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05

Follow Up & Nurture

Persistent, credibility-led follow-ups keep your brokerage top of mind until the account is ready to talk.

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06

Book Qualified Meetings

Warm replies convert into meetings with the actual HR, Finance, or Admin decision-maker, fully briefed and ready for you to take over.

How it works

Your corporate outbound engine, fully managed

01

ICP & Renewal Mapping

We map your ideal corporate accounts by company size, industry, and renewal-cycle timing, so outreach lands exactly when companies are evaluating a new broker.

02

Decision-Maker List Building

Hand-verified lists of HR Heads, CFOs, Admin Heads, and Finance Heads at target companies, the people who actually own the group insurance decision.

03

Timed, Credibility-Led Outreach

Multi-channel sequences across cold email and LinkedIn, sequenced around each account's renewal window and backed by credibility-building content.

04

Qualified Meeting Handoff

Qualified conversations with real decision-makers land directly on your calendar. You advise and close; we keep the pipeline full.

Client results

What we have built for brokers like yours

Group Health Insurance Broker ยท Mumbai

0 to 17 qualified corporate conversations in 60 days

A group health insurance brokerage was entirely dependent on referrals from existing clients. We mapped their ICP to 150-800 employee companies across IT and manufacturing, built verified HR Head and CFO contact lists timed to each company's renewal month, and ran a credibility-led email plus LinkedIn sequence. In 60 days they had 17 qualified conversations booked, with 5 converting into new corporate accounts.

17 meetings booked5 new corporate accounts60-day ramp
Commercial & Property Insurance Agency ยท Bengaluru

22 decision-maker meetings booked in one quarter

A commercial property and liability insurance agency had a strong book of business but no outbound motion of its own. We built a target list of asset-heavy businesses, manufacturing units, warehouses, and multi-site retail chains, approaching Admin Heads and CFOs roughly 90 days ahead of their renewal dates. The agency booked 22 qualified meetings in the quarter and added 6 new commercial accounts.

22 meetings booked6 new accounts90-day renewal targeting
Keyman & Corporate Liability Specialist ยท Mumbai

A steady stream of CFO conversations, replacing word-of-mouth

A boutique broker specialising in keyman insurance and corporate liability cover for mid-size companies relied entirely on founder relationships for new business. We built an ICP around funded companies with recent leadership hires, ran LinkedIn credibility content alongside targeted outreach to CFOs and Finance Heads, and stood up a repeatable meeting pipeline. They now book 8 to 10 qualified conversations every month without a single referral ask.

8-10 meetings/month (ongoing)Zero referral dependencyConsistent CFO pipeline
FAQs

Common questions from insurance brokers

Cold calling is unstructured and low-conversion; referrals are unpredictable and capped by who you already know. We build a systematic, targeted outreach engine, verified decision-maker lists, credibility-led messaging, and renewal-timed sequencing, so new corporate conversations happen every month, not just when someone happens to refer you.

We map each target company's likely renewal window and sequence outreach to land 60 to 90 days ahead of it, when they are actually evaluating alternatives. Outreach outside that window is deprioritised so we are not wasting your time on companies who are not listening yet.

Yes. The system adapts to your specific book, group health, commercial property and liability, or keyman and corporate liability cover, by adjusting the ICP, the decision-makers we target, and the messaging to match how that line is actually bought.

No. We focus purely on generating net-new outbound conversations with companies you do not already have a relationship with. Your BD and RM teams keep managing existing accounts and referral relationships; we add a new, always-on channel for fresh corporate business.

Most brokerage clients see their first qualified conversations within 3 to 4 weeks, once ICP mapping, decision-maker list building, and renewal-timed sequencing are in place.

We work on a monthly retainer with no long-term lock-in. You review results every 30 days and decide whether to continue. To be clear, we generate qualified buyer conversations only, we do not advise on policy structuring, underwriting, or claims.

Let's fill your corporate pipeline

Book a free 30-minute GTM audit. We will review your outreach, map your ICP against upcoming renewal windows, and hand you a custom action plan, no pitch, no pressure.

Get your free GTM audit

We will audit your current outreach, map your ICP against renewal timing, and tell you exactly what is holding your corporate pipeline back. No pitch. No pressure.

We respond within 24 hours. No spam, ever.