FROM TARGET ACCOUNT TO PRODUCER
A clear process. A person on the next step.
We build around your commercial insurance agency’s goals and working process. Scope and readiness come before launch.
Talk commercial growth01 / ALIGN
Define the accounts you want.
Share your classes of business, territory, account criteria and producer availability. We agree on the outreach boundaries, qualification and next step.
02 / PREPARE
Train the SDR around your agency.
We prepare the talk tracks, target-account workflow and producer handoff. Access, tools, working schedule and reporting are confirmed in scope.
03 / WORK
Put the outreach and follow-up in motion.
Your SDR works the agreed prospecting plan, captures context and coordinates appropriate producer conversations. A contact that is not ready gets a defined next action rather than disappearing from the process.
04 / HAND OFF
Give the producer a useful next conversation.
Account fit, contact role, conversation notes and next steps go with the handoff. Your licensed producer handles the insurance conversation and sale.
BEFORE WE TALK
A few things worth knowing.
YOUR NEXT NEW-BUSINESS MOVE
Build the process around your agency.
We’ll map the work and confirm the scope before you commit.
Talk commercial growth