A full‑time SDR
A person focused on your commercial insurance prospecting.
YOUR COMMERCIAL INSURANCE SDR
A full‑time SDR. A focused new-business effort.
Give prospecting a dedicated person without making SDR recruiting, training and day-to-day management another job for your agency.
Talk commercial growth01
THE WORK BETWEEN FIRST CONTACT AND PRODUCER
We work the front end. Your producers work the opportunity.
Your SDR learns the accounts you want, follows your approved approach and works the follow-up. The goal is a relevant conversation, with enough context for your producer to take the next step.
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.
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Built around your agency, not a generic call script.
We start with your classes of business, target territory, account criteria and producer availability. Then we agree on the talk tracks, qualification and handoff process.
Your SDR handles the work in the agreed scope. Your licensed agency personnel handle insurance advice, coverage recommendations, quoting and sales.
03
Managed means you have a partner in the work.
SetterDesk trains and manages the SDR. Your agency gives us the direction: the accounts you want, the conversations that matter and what a good handoff looks like.
We review activity, account context and next steps so prospecting has a clear owner. The working schedule, tools and reporting process are confirmed before launch.
BEFORE WE TALK
A few things worth knowing.
YOUR NEXT NEW-BUSINESS MOVE
Put a person on new business.
One full‑time SDR. Trained and managed. $4,000 per month.
Talk commercial growth