A full‑time SDR
A person focused on your commercial insurance prospecting.
EXCLUSIVELY COMMERCIAL INSURANCE
Your producers sell.We start the conversations.
A full‑time SDR for your commercial insurance agency. Trained and managed by SetterDesk.
$4,000/month
One SDR.
Trained. Managed.
Managed SDRs · Commercial leads · Producer appointments
COMMERCIAL LINES
New business starts here.THE GROWTH DESKIllustrative workflow · not live results↗
Account focus
The right account. A reason to call.
- Business type
- Manufacturing
- Territory
- Your target states
- Contact
- Owner or decision-maker
Targeting built around your agency.
Start with the classes of business, territory and account profile your agency wants.
NEW BUSINESS NEEDS A FRONT END.
The follow-up can’t always be your producer’s next task.
Finding the right businesses. Reaching decision-makers. Following up. Making the introduction. Give that work a dedicated person and a process.
YOUR CORE GROWTH RESOURCE
One full‑time SDR.
A whole lot off your plate.
Keep your producers focused on the insurance conversation. We train and manage the person who helps get it started.
Training around your agency
Your target accounts, talk tracks and handoff standards.
Ongoing management
SetterDesk manages the SDR and reviews the work.
Outreach and follow-up
Consistent prospecting around an agreed account list.
Qualification and scheduling
Check agreed fit and coordinate producer conversations.
A clear producer handoff
Account context, conversation notes and the next action.
A BETTER START TO THE INSURANCE CONVERSATION
From target account
to producer handoff.
How the work happensSet the target.
Classes of business. Territory. Account fit.
Work the conversation.
Outreach, follow-up and relevant account context.
Make the introduction.
An agreed next step and a useful producer handoff.
Your SDR supports the introduction. Your licensed producers handle advice, quotes and sales.
NEED THE OPPORTUNITY, TOO?
Commercial leads.
Producer appointments.
Pair your SDR with new demand, or scope a separate program. The right starting point depends on the work your agency needs.
01 / COMMERCIAL INSURANCE LEADS
A better place to start.
Lead generation built around the businesses your agency wants to reach.
Explore leadsCustom scope and pricing02 / COMMERCIAL INSURANCE APPOINTMENTS
More than a calendar entry.
Agreed qualification and a useful handoff for your producer’s next conversation.
Explore appointmentsCustom scope and pricingNew business starts with knowing who you want to write.
We build around your commercial appetite, target territory and producer workflow. Your agency brings the direction. We put a person and a process behind the prospecting.
FROM THE FIELD GUIDEBuild a brief your SDR can use.BEFORE WE TALK
A few things worth knowing.
YOUR NEXT NEW-BUSINESS MOVE
Put commercial growth on the calendar.
Tell us the accounts you want. We’ll help map the work that gets the conversation started.
Talk commercial growth