A growth engine for independent benefits brokers

We find the employers you can win, and start the conversations.

We find the employers near you whose current broker is beatable, run the outreach under your name, and put interested replies straight in your inbox.

Your inbox
You
You → Meridian Plastics sent under your name
worth a look before your October renewal
MP
Meridian Plastics → You reply
“Honestly had no idea it was that much. What would you do differently?”
Account brief, attached
Current broker made
$84,400/yr
Renews
around October
On the plan
214 people

Illustrative account. Yours come from your market.

employers indexed from public filings
of incumbent broker pay on the record
employers renewing in the next 90 days

The difference

You don’t need another leads database.

What a leads database gives you

4,000 rows, a search bar, and a Monday morning. Every other producer in your metro is working the same list.

What lands in your inbox

A reply from an employer who wants to talk, with the numbers attached. You start at interested, not at row one.

Leads databases sell everyone the same list. We start conversations only you get.

How it works

Four steps, and three of them are ours.

You show up when an employer wants to talk. Everything before that is on us.

1

We map your market

Who insures every employer around you, what their broker makes, and roughly when they renew. Even the small ones no database can see.

2

We flag the ones you can beat

High pay for thin service, a renewal coming up, a plan parked in the same place for years. Those make your list.

3

We run the outreach as you

Your name, your brand, from sending infrastructure we set up and warm for you. And when you want to pick up the phone, you get direct lines, call scripts, and a built-in dialer for every account.

4

Replies land in your inbox

Interested employers, ready to talk. You take it from there, and we keep them coming.

Your market

What’s in play where you sell.

Pick your state.

 

 
employers on file
 
of incumbent pay on the record
 
renewing in the next 90 days
 
employers too small to file

 

Fair questions

The things brokers ask us first.

Public filings employers submit every year, the same records their current broker’s pay shows up in. Nothing shady. We just read them closer than anyone else.

No. One broker per market, and the accounts we work for you are yours alone.

Employers under 100 people mostly don’t have to file, so the leads databases everyone buys are blind there. We find and work them too. There’s just less paper on each one.

Your free lead list comes out of the first call. Outreach starts once your sending setup is warmed, which takes a few weeks to do right, and replies build from there.

Your next clients are already out there.

 Book 30 minutes and we’ll show you exactly who they are.

See who’s in your market