We book qualified meetings with the brokers, benefits leaders, and risk decision-makers your commercial-insurance or insurtech solution serves — credible, compliant outreach into a relationship-driven market. Trained SDRs run your outbound and hand off meetings that show up.
For companies selling into carriers, brokers, and finance teams — where credibility and a disciplined approach win the meeting.
Reaching the businesses and partners evaluating coverage and programs.
Getting in front of carriers and brokers adopting new platforms.
Positioned to the HR and finance leaders who own the decision.
Multi-stakeholder outreach into considered, committee-driven buyers.
Insurance buyers are skeptical, protected, and relationship-driven. We give you a disciplined team that reaches the right people, sounds credible, and books meetings that advance.
| Cold Call Me | In-house SDR | Generic agency | |
|---|---|---|---|
| Time to first meetings | 2–3 weeks | 3–6 months | Varies |
| Ramp & management | Done for you | You own it | Hands-off |
| Targeting to your ICP | Every lead | Eventually | Volume-first |
| Meeting quality | Qualified & briefed | Improves over time | Often no-shows |
| Reporting transparency | Live in LeverBench | Your tooling | Monthly PDF |
One system — the floor, the data, and the coaching — pointed at your market, from kickoff to booked meetings.
Brokers, benefits leaders, and risk decision-makers that fit your ICP — verified with direct dials.
Trained U.S.-based SDRs dial your ICP every day with a script and objection handling built for your buyer.
Budget, Authority, Need, and Timeline — every lead is checked against these four criteria and your ICP before it ever becomes a meeting.
Confirmed, briefed, and on your calendar — with the stakeholder context your closer needs.
Every engagement runs on the same five levers — Data Quality, Lead Quality, Agent Activity, Messaging, and Methodology — instrumented end to end in LeverBench, so your revenue team sees the whole funnel, not a monthly activity dump.
You get an operating model with real floors and full-funnel visibility — not vanity activity. Here’s what a Cold Call Me program is accountable to from kickoff.
| What we commit to | Standard | How it’s held |
|---|---|---|
| Live decision-maker contact rate | Our floor | Diagnosed across five levers in LeverBench |
| Leads BANT-qualified to your ICP | Every lead | Budget, Authority, Need, Timeline — checked before any handoff |
| Time to first booked meetings | 2–3 weeks | From kickoff — not after a long ramp |
| Pipeline reporting & attribution | Real-time | Every dial to booked meeting, visible to RevOps |
A complete outbound function — people, data, technology, and management — pointed at your market, not a list of dials.
A single predictable monthly fee — typically less than a fully-loaded in-house SDR, with a team fluent in a compliance-aware sale.
Yes. We build the script and objection handling around your value and proof, and coach every call against a rubric.
Most insurance campaigns are booking qualified meetings within a few weeks of kickoff.
Every lead is checked against your ICP and buying-process criteria before it becomes a meeting.
Before any lead becomes a meeting, we confirm it against BANT — Budget, Authority, Need, and Timeline — alongside your ICP. Your team only sits down with prospects who can actually buy, decide, have a real need, and are on a live timeline.
Tell us about your solution and your ideal accounts. We’ll show you exactly how an insurance outbound campaign would run.
Request a Consultation