Scale Your Commercial Insurance Book with Targeted Business Outreach
ClearPath identifies medium and large businesses renewing insurance, switching brokers, or needing additional coverage — then books consultations with underinsured prospects.
165+
New Accounts/Year
58%
Consultation-to-Placement
$22,500
Avg Annual Commission
7.5x
ROI on Spend
Why Insurance struggle with outbound lead generation
Insurance Renewals Create Unpredictable Pipelines
Without a proactive lead generation system, you're dependent on existing clients' renewal cycles and struggling to replace lost business.
Competing with Big National Brokers on Price
Large brokers have scale advantages. Competing on commission alone is impossible; you need to demonstrate specialized expertise.
Hard to Identify Underinsured Businesses
Finding businesses with coverage gaps or inadequate limits requires research. Most never reach out until a loss happens.
Relationship Building with Decision Makers Takes Time
Decision makers (CFOs, risk managers) are protective of existing broker relationships. Breaking in requires persistence and value demonstration.
How ClearPath solves it for you
Identify Underinsured or Uninsured Businesses
We find businesses renewing insurance, switching brokers, growing and needing additional coverage, or operating with known coverage gaps.
Risk Analysis and Compliance Education
Our outreach demonstrates expertise in their specific industry risks, highlighting potential gaps they might not know about.
CFO and Risk Manager Targeting
We reach decision makers directly with information about coverage optimization, risk mitigation, and compliance — topics that matter to them.
Long-Term Relationship Building
Automated sequences position you as a trusted risk advisor over months, building credibility before proposing coverage changes or new policies.
Common questions from Insurance
We build custom outbound systems that combine AI-powered prospect research, personalized email sequences, and multi-channel outreach. Every campaign is tailored to your ideal customer profile, industry, and sales process.
Ready to automate your
revenue engine?
Join the forward-thinking companies who have transformed their outbound sales process with ClearPath.