We've ran lead generation for the fastest growing benefit providers and commercial insurance brokerages.
Automate your lead generation
We will launch your AI outreach system in 14 days and manage it for you.
$70M+
Sales pipeline sourced
20+
Active campaigns
14
Day Launch Time
Trusted by Industry Leaders
We've helped brokerages like Acrisure, benefitRFP, and Thrive Benefits Group grow their book-a-business while writing new plans profitably.
benefitRFP
Bob Nienaber, CEO & Founder
Built an outbound campaign reaching all levels of Fortune 500 management. Generated over $7M in pipeline with renewal meetings booked with ARK Invest, Exterro, Verifone, Jumpcloud and more.
Thrive Benefits Group
Jacob Guidi, Director of Marketing
Waived standard initiation fee during enrollment period and scaled client acquisition. Signed a $110,000+ premium health & life group with 2,600 lives written in NYC. Deal sourced withih 3 weeks of launch.
Campaign Results
Real campaign metrics from our client success stories. Over $7M in pipeline generated for benefitRFP alone.
We ran this campagin for 2 weeks, targeting the Fortune 500 and large enterprise. benefitRFP was consistently speaking with CFOs, Benefit Managers and VPs of Total Rewards on starting new plans for 2026.
Multi-channel approach targeting large enterprises. Booked meetings with Total Energies, Obama Foundation, and Global Partners LP. Aim of campaign was to add more iconic and respected brands to the book-a-business to increase benefitRFP's referral network.
Jacob created an offer where he waived the intital onboarding fee. This led to an increase in leads and a partnership campaign we ran led to an introduction with a TPA. Thrive and the TPA partnered to write a 2,600 lives large group which netted them $110,000 in premiums.
Our Process
A proven 7-step system that transforms your lead generation from inconsistent to predictable
We Build Your Go-To-Market Strategy
We clarify your product standing, segment and offer.
We Build Your Lead List from 20+ Sources
Pull email, LinkedIn, and phone numbers from 20+ sources and verify them to run outbound prospecting efforts to them.
We Write Your Winning Scripts.
Create cold call scripts, LinkedIn messages, and email sequences that convert.
We Setup Your Outbound Infrastructure.
Our private platforms send 2,000+ emails daily, LinkedIn messages and other forms of direct outreach on other platforms at scale, giving you the competitive edge.
We Setup Your Sales Process.
Automate follow-ups before and after calls to reduce no-shows and nurture leads, manage all the back-and-forth leading up to scheduled meetings, no-shows, re-schedules, etc.
We Provide Sales & Tech Training to Your Team.
Teach you how to consistently close deals from cold outreach and how to run email / LinkedIn infrastructure even after we leave.
We Syndicate the Leads and You Close Deals.
Take calls through your sales process who are booked on your calendar. We actively nurture the leads we syndicated across different vehicles + data sources.
Meet the Team
Where the frontier of technology and finance meet traditional sales.
Choose Your Growth Plan
Select the plan that fits your brokerage's growth goals
Balanced Plan: $7.5K/mo
10,000 leads reached per month
Ready to Scale?
Book a discovery call to see how our AI outreach system can book more renewal meetings for your team and grow the book-of-business.
Perfect for brokerages looking to maximize the renewal season
Ideal for teams working in small, mid-market or large groups
Best for brokerages, not individual agents