Financial Services & Risk

Lead Generation for Insurance Companies

Selling into insurance carriers and MGAs means navigating strict security reviews, state-by-state constraints, and buyers split across underwriting, claims, and distribution. Deals stall when you can’t quickly find the real process owner or build consensus across IT, compliance, and the business. SalesHive books qualified meetings by targeting the exact stakeholders, using industry-aware messaging, and executing consistent multi-channel outreach that creates momentum without sacrificing credibility.

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We Target Your Ideal Insurance Buyers

Our SDRs are trained to speak the language of insurance operations—distribution, underwriting appetite, claims workflows, and regulatory considerations—so outreach lands with the right context. We tailor messaging by line of business (P&C, life, benefits) and route it to the owners who can sponsor a pilot and drive vendor onboarding.

Decision-Makers We Reach

Chief Underwriting Officer (CUO)
Chief Claims Officer / VP of Claims
Chief Information Officer (CIO) / VP of IT
VP of Distribution / Agency & Producer Operations
Chief Information Security Officer (CISO) / VP of Information Security

The Challenge

Why Insurance Sales Development is Hard

With loss costs and “social inflation” reshaping underwriting priorities (including a reported 57% increase in US liability claims over the past decade), insurance teams scrutinize every vendor for risk, compliance, and real operational impact.

Security reviews slow everything

Insurance buyers often won't engage deeply until vendors clear third-party risk, privacy, and cybersecurity requirements. Even a strong business case can get stuck behind InfoSec questionnaires, contractual controls, and data-handling approvals that require crisp, credible positioning from the first touch.

Long, seasonal buying cycles

Many initiatives are planned around renewal windows, rate changes, and core roadmap milestones, which stretches timelines. If your outreach doesn't create urgency and a clear next step, opportunities drift into "revisit next quarter" status.

Too many stakeholders involved

Insurance decisions span underwriting leadership, claims, distribution, IT, compliance, and finance—often across multiple regions or subsidiaries. Messaging that resonates with only one group rarely converts unless you can align the committee around shared outcomes.

Procurement is RFP-driven

Formal vendor processes are common, especially for enterprise carriers and larger brokerages. If you're not building champions early, you risk getting pulled into a late-stage RFP where you're compared on checklists instead of value.

Org charts are hard to map

Ownership is fragmented by line of business, function, and platform (policy, billing, claims, data). Reaching the wrong team wastes cycles, and the right buyer may sit in a shared services group you won't find with basic targeting.

Shifting priorities and budgets

Catastrophe exposure, reinsurance pressure, and claims severity can suddenly shift priorities from growth projects to operational containment. Vendors must connect their solution to measurable outcomes like cycle time reduction, leakage control, or producer productivity—fast.

Our Approach

How We Generate Leads for Insurance

SalesHive combines precise insurance-specific targeting with persistent, professional outreach to create pipeline with the stakeholders who can approve pilots, integrations, and vendor onboarding.

Insurance-specific list building

We build account lists segmented by carrier type (regional, super-regional, national), model (direct, independent agency, broker), and business unit ownership. Your SDR team gets clean contact coverage across underwriting, claims, distribution, IT, and security so outreach hits the people who can actually sponsor change.

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Email that speaks insurance

We craft sequences that reflect insurance realities—producer adoption, policy/claims workflows, and compliance expectations—so you sound like a serious partner, not another insurtech pitch. Messaging is personalized by persona and use case to drive replies and discovery calls.

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Calling to uncover champions

Phone outreach helps us validate ownership, surface the real decision path, and identify internal champions across business and IT. We use calls to turn "we're busy" into scheduled conversations by confirming fit, timing, and next steps in real time.

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AI personalization and reporting

Our platform and AI-powered personalization help tailor outreach at scale while keeping messaging consistent and compliant. You get clear visibility into activity, performance, and pipeline movement so you can iterate quickly and double down on what converts in insurance accounts.

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