Financial Services & Risk Lead Generation for Insurance Companies

The “right” buyer depends on the use case: underwriting leaders care about appetite, pricing discipline, and loss ratio impact; claims leaders care about cycle time, severity, leakage, and subrogation; distribution leaders care about producer productivity and agency enablement. IT and the CISO often control feasibility and vendor approval, so we build messaging that speaks to security posture, integration scope, and operational risk. We tailor sequences by line of business (P&C, life, benefits) and route outreach to the owners who can sponsor a pilot and drive onboarding.

We lead with credibility: clear data-handling language, integration boundaries, and a “what to expect” path for third-party risk reviews so your solution doesn’t feel like a black box. Our SDRs proactively surface InfoSec and compliance stakeholders early, instead of waiting until late-stage procurement stalls the deal. This approach helps turn initial interest into a defined next step—typically a discovery call aligned to both business outcomes and security requirements.

Win the org-chart first: segment accounts by carrier type and operating model, then multi-thread across business owners and gatekeepers to confirm the real process owner. Outreach performs best when it’s use-case specific (e.g., claims automation, underwriting triage, agency operations) and quantified in insurance metrics like cycle time, leakage reduction, producer throughput, or combined ratio impact. We also run consistent multi-channel cadences (email + calls, and optional social touches) to build familiarity without over-contacting heavily regulated teams.

We start with insurance-specific list building—segmented by carrier/MGA model, line of business, and functional ownership—so outreach hits underwriting, claims, distribution, IT, and security with clean contact coverage. We write persona-based email sequences using our AI-powered personalization (eMod) so the message sounds like it was built for insurance operations, not a generic insurtech blast. Our SDRs then use cold calling (US and Philippines teams) to validate ownership, uncover champions, and book qualified meetings, all delivered on flexible month-to-month terms.