Build your book one business at a time.
For insurance agents and financial advisors who sell to local business owners.
50 free credits. No card required.
Building a book of business is a long game
You already know the challenges.
Building a book takes years of systematic territory work
There are no shortcuts. You need to cover every block, every business park, every strip mall in your territory — and keep coming back. The agents who build the biggest books are the ones who never let a good prospect slip through the cracks.
Trust matters more than anything
Business owners don’t buy insurance from cold callers who sound scripted. They buy from someone who understands their business, references their specific situation, and shows up prepared. The first impression is everything.
Long sales cycles demand disciplined follow-up
Most business insurance deals don’t close on the first call. Your follow-up cadence — when you call back, what you reference, how you stay top of mind — is often the difference between winning and losing the account.
Systematic territory coverage is non-negotiable
You can’t afford to miss good prospects in your area. Every medical office, every auto shop, every restaurant is a potential client. Without a systematic approach, you’re leaving business on the table for the next agent who walks in.
What the tool does for each of those
Cover your territory systematically
Geographic search lets you work through your territory city by city, neighborhood by neighborhood. Search by business type and filter by area.
Show up prepared, not scripted
Scripts reference their Google reviews, their website, and their business details. When you mention something real about their operation, the conversation starts differently. (Tip: insurance is a trust sale. Business owners don't buy from someone who sounds like they're reading a list. Mentioning a specific review or a recent change to their business makes the first call feel like a conversation, not a pitch.)
Never let a prospect go cold
Schedule follow-up calls from any lead with the built-in calendar. Log call outcomes and set reminders.
Track every prospect through your funnel
Pipeline management tracks every business from first contact through close. CRM sync pushes everything to HubSpot so your records stay current.
Your Thursday morning in the medical district
Building your book in the medical district. Here's what a prospecting session looks like.
Search “Medical Offices” in your city
Twenty results come back — dentists, optometrists, family practices, specialists. You pick the six that look most promising.
Enrich your top 6 prospects
Contact names when available, email when available, call windows, and website scores come back in seconds.
Generate personalized scripts
AI pulls from their patient reviews to create trust-building openers. One script mentions their five-star rating for pediatric care. Another references a recent review praising their new office renovation. Each script gives you a natural way in.
Call Dr. Martinez’s office during the pre-patient window
The call window is 7:45–8:30 AM, before the first patients arrive. You ask for the doctor by name and open with a reference to their recent expansion.
Schedule your follow-up
Dr. Martinez is interested but wants to talk next week. You schedule a follow-up for next Tuesday at 8 AM directly from the lead record, log the call outcome, and move to the next prospect. Nothing falls through the cracks.
Relevant features for insurance
Contact discovery
Contact name and email when available, plus a verified phone number for every lead.
Call timing intelligence
Optimal call windows for each business type, so you're dialing when the owner is likely at their desk.
Pipeline management
Track prospects through stages. See your pipeline at a glance.
CRM sync
Push leads to HubSpot with one click. Contact info, call notes, and pipeline stage transfer automatically.
Call calendar
Schedule follow-ups from any lead. Log outcomes. See upcoming calls at a glance.
Free guide: TCPA rules in plain English
Free guide: Best times to call by industry
What it costs
$39/mo
Solo plan — approximately 64 complete leads per month
That covers roughly a new neighborhood every week — search, enrich, generate scripts, schedule follow-ups.
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