Insurance is THE referral industry. CPAs refer to insurance agents, insurance agents refer to wealth advisors, wealth advisors refer back to CPAs. The relationships exist. The introductions just aren't happening systematically. Upload your BrokerCheck, AM Best, or NAIC list and map every warm path.
Insurance professionals have the relationships. The problem is turning those relationships into a predictable, repeatable pipeline instead of waiting for the phone to ring.
You have CPAs, attorneys, and wealth advisors who would refer you. But they can't remember your name when a client asks. You need to be the one making the specific ask.
Insurance regulations make cold calling and cold emailing risky. Warm introductions are compliant by nature and convert 10x better.
You can't build an agency on renewals alone. Growth requires new business, and new business in insurance comes almost exclusively from referrals.
Pull your target list from BrokerCheck, AM Best, NAIC, industry directories, or a simple CSV.
Drop the file in. We parse firm names, license types, lines of business, territories, and LinkedIn profiles automatically.
Our AI checks every target against your entire team's network. COI relationships, carrier connections, association memberships, conference contacts.
See exactly who on your team can get you introduced to each SVP, producer, or director. Request the intro in one click.
Export your prospect list from any of these platforms. We handle the rest.
Broker and advisor registration records. Search by firm, license type, location, and disciplinary history. The official FINRA database used to verify and research financial professionals across the country.
Insurance company ratings and financial data. The industry standard for evaluating carrier financial strength, operating performance, and market position. Used by agents, brokers, and regulators industry-wide.
State insurance department regulatory filings. Comprehensive data on licensed entities, market conduct, financial filings, and regulatory actions across all 50 states and territories.
Agent and agency directories organized by state, specialty, and line of business. Professional directories that list producers, agencies, wholesalers, and MGAs across every insurance vertical.
Your senior producer used to work at the same carrier as the SVP of Benefits at Mercer. Your agency owner sits on the same IIABA board as a district director at Northwestern Mutual. Your wholesaler rep has 15 years of carrier relationships that aren't being leveraged. The system maps them all against your target list.
Whether you're an independent agency building a book of business, a wholesaler targeting retail agents, or a benefits producer expanding into new accounts, the challenge is the same. Growth in insurance comes from referrals. The system turns your existing relationships into a predictable pipeline.
Upload your BrokerCheck or NAIC export and we'll show you how many warm paths your team already has. 15-minute demo. Real results from your real list.