Commercial Insurance

Commercial Insurance - Prospect Base Building & Lead/Appointment Generation

Effective business development is crucial for the growth of your commercial insurance operations. Our approach ensures you connect with the right decision-makers and generate high-value leads that result in long-term relationships.

Strategic Targeting & Data Sourcing

We begin by thoroughly understanding your company’s strengths, market positioning, and geographic reach. Our team identifies your ideal target market based on factors like location, business type, decision-maker job title, company size, and turnover. With this data, we source high-quality, GDPR-compliant prospects. Before initiating any telemarketing activity, we provide you with a copy of the database to review and exclude any existing clients if needed.

Telemarketing & Lead Development

Our experienced team works to build your prospect base by reaching out to businesses directly at the decision-maker level. We introduce your company as a viable alternative to their current insurance provider, engaging them in conversations about their insurance needs, challenges, claims, and coverage preferences. We assess their relationship with their current broker, gauge satisfaction levels, and explore if their premiums or service could be improved.

Building Relationships Through Multiple Touchpoints

Business development isn’t just about a single call; it’s about nurturing relationships over time. We engage with decision-makers through multiple touchpoints, allowing us to build trust and rapport. By following up regularly and offering value at every interaction, we ensure your business stays top-of-mind, enhancing the opportunity for long-term, meaningful partnerships.

Data Collection & Follow-Up

Throughout each conversation, we collect valuable information such as renewal dates, current brokers, premiums, and insurers. We also note key discussion points for future follow-up. With permission, we gather additional contact details like mobile numbers and email addresses, ensuring your database remains complete and up-to-date.

Tailored Appointments & Ongoing Engagement

We can organise face-to-face meetings, Teams meetings, or telephone calls with prospects, depending on your preferences and requirements. The choice of meeting format (in-person or virtual) will be influenced by factors such as geographical location, premium size, and turnover, allowing for a flexible, client-focused approach. If required, we can access online diaries to facilitate scheduling.

For prospects with renewal dates within four to twelve weeks, we assess their openness to exploring alternative suppliers. If they are, we can either schedule a face-to-face appointment, a Teams meeting, or a telephone call for your sales team to follow up.

For those with renewal dates further out, we arrange a callback three months before the renewal, ensuring we stay in touch at the right time. Additionally, we secure email opt-ins for your newsletters to maintain engagement in the interim.

Continuous Prospect Management

We manage and nurture your prospect database for 12 months, generating appointments and calls as renewal dates approach. These are forwarded to you immediately, ensuring prompt follow-up. You’ll receive a weekly update of your prospect base, along with detailed reporting, so you’re always informed.

Why Choose Us?

This service provides a comprehensive solution for developing your prospect base and generating high-quality leads. Our success stems from our deep industry knowledge, professionalism, and commitment to delivering results. While we don’t provide insurance advice, our team’s expertise in commercial insurance enables us to engage meaningfully with prospects. We understand the intricacies of the industry and can converse with decision-makers on their level, building rapport and trust from the start.

Our team consists of mature, well-educated, and experienced professionals who bring a high level of intelligence and professionalism to every conversation. We engage with prospects in a way that adds value, fosters meaningful relationships, and drives business development.

Unlike typical call centres, our team offers a more personal, thoughtful service. We focus on helping you build lasting client relationships, not just generating one-off leads. We are committed to supporting your long-term growth, offering tailored solutions, and ensuring a steady stream of valuable clients for your business.