Commercial Insurance Prospecting
Your Best Commercial Clients. The Blueprint for Your Next Ones.
We use your ideal accounts to identify similar businesses in your target area, collect confirmed renewal dates, and build a pipeline for timely follow-up. Every prospect we deliver is exclusive to your agency.
The Problem
Your Producers Should Be Selling, Not Chasing Lists.
Commercial producers spend a lot of time researching businesses, finding decision-makers, and guessing at renewal timing. Generic lead companies often make it worse by delivering shared, poorly qualified prospects with little context.
Generic Leads
Shared or poorly targeted prospects waste producer time.
Bad Timing
A good account approached at the wrong point in the renewal cycle is still a missed opportunity.
No Renewal Dates
Without a confirmed renewal date, producers guess when to follow up and often miss the window.
How It Works
We Start With the Accounts You Already Want More Of.
Define Your Ideal Accounts
Share 5 to 10 ideal commercial clients and the characteristics you want to replicate. Client examples guide targeting; they do not need to be contacted.
Validate Your Market
We agree on your industries, territory, and qualification criteria, then assess whether the available market supports the proposed pilot volume.
Identify and Contact Matching Businesses
We research suitable businesses and contact them to confirm qualifications and collect insurance renewal dates.
Build Your Renewal Pipeline
Receive exclusive prospect records with confirmed renewal dates, contact information, and qualification notes to support outreach ahead of renewal.
Targeting
A Sniper Approach to Commercial Prospecting
Start with 5 to 10 of your best commercial accounts. We identify the characteristics that make them a strong fit, then find similar businesses across your approved industries and territory.
Not every characteristic is publicly available. Required qualifications are confirmed through research and direct outreach.
Exclusivity
Exclusive Prospects for Your Agency
Each prospect we deliver is assigned to your agency only. We do not distribute the same prospect to competing agencies.
Your pilot may cover several approved industries within an agreed territory. Industry-wide or territory-wide exclusivity is not included in the standard pilot and would require a separate agreement.
Founding Agency Program
A Focused 90-Day Pilot
Our pilot targets 200 qualified businesses with confirmed insurance renewal dates. Before launch, we validate your target market and agree on the delivery commitment.
If your preferred profile is too narrow to support that volume, we work with you to expand the territory, include additional approved industries, or establish an appropriate delivery target.
Monthly investment
$1,500/ month
Three-month initial pilot
$4,500 total initial investment
- Ideal account profile from your best clients
- Multiple approved industries within an agreed territory
- Market validation before launch
- Business research and qualification
- Phone and email outreach
- Renewal dates collected directly from businesses
- Exclusive prospect records with qualification notes
- Monthly reporting
After the initial three-month pilot, we review results together. Any continued service requires a separate agreement.
Qualified renewal prospect
Raw business listing
Meets your agreed qualifications
May or may not fit your appetite
Renewal date collected from the business
No renewal timing
Contact information and qualification notes
Name and address only
Delivered to your agency only
Often sold to many buyers
A delivered prospect is not a booked appointment, a quote request, or a business committed to switching agencies.
What to Expect
- Define your ideal account profile, approved industries, territory, and qualification criteria.
- Validate the market and agree on the delivery commitment before launch.
- Research matching businesses and contact them to confirm qualifications and renewal dates.
- Deliver prospect records with contact information, renewal dates, and qualification notes.
- Provide monthly reporting on businesses researched, outreach activity, and qualified prospects delivered.
Campaign scope, outreach cadence, and reporting arrangements are agreed before the pilot begins. We do not promise appointments, policy sales, premium, or revenue.
Who We Help
Built for Commercial P&C Agencies.
Renewal Pipeline is designed for independent agencies that know what a profitable commercial account looks like and want more of them.
Best fit agencies typically
- Want to grow commercial lines
- Have active carrier appetite for new business
- Know which industries and account sizes they want
- Have producers available to follow up ahead of renewal
- Prefer exclusive, researched prospects over shared internet leads
Renewal Pipeline is a prospecting and business-development service. We are not an insurance carrier, broker, underwriter, or producer.
The Difference
We Are Not Selling You a List.
Typical Lead Service
- Broad targeting
- Shared leads
- Raw business listings
- No renewal timing
- One-time contact
Renewal Pipeline
- Built around your best accounts
- Each prospect delivered to your agency only
- Qualifications confirmed through research and outreach
- Renewal dates collected directly from the business
- Records that support timely follow-up
About
Built on Real Prospecting Experience
Renewal Pipeline was founded by Robert Garcia, whose experience includes more than 30 years in sales, account management, and business ownership. His hands-on commercial insurance prospecting experience includes collecting business renewal dates through direct outreach. Renewal Pipeline brings that practical approach to targeted research, consistent follow-up, and renewal pipeline development.
FAQ
Frequently Asked Questions
What Would Your Book Look Like If You Could Clone Your Best Accounts?
Let's start with the five commercial clients you wish you had more of.
Get Started
Discuss Your Pilot
Tell us a little about your agency and the businesses you want to reach. Ideal-account examples can be discussed during onboarding.
Please do not submit client lists, policy documents, or personal client information through the website.