Build Your Health Insurance Broker Book with Targeted Business Outreach
ClearPath identifies small businesses without health coverage and connects them with your expertise — then books consultations with company decision makers.
280+
Consultations/Year
52%
Consultation-to-Placement
$8,500
Avg Annual Commission
6.8x
ROI on Spend
Why Insurance struggle with outbound lead generation
Hard to Find Uninsured Small Businesses
Most small businesses without health insurance aren't advertising for help. Finding them requires research and outreach.
Long Sales Cycles with Business Owners
Business decision makers take time to evaluate options. Without persistent follow-up, prospects delay or work with competing brokers.
Difficult to Reach Decision Makers
Busy owners and HR managers are hard to reach. When you do connect, they're skeptical of unsolicited outreach.
Competing on Commissions Commoditizes Your Value
Most brokers compete on price and commission rates, leaving no room to emphasize expertise or specialized service.
How ClearPath solves it for you
Identify Growing Businesses Without Coverage
We find small businesses (5-50 employees) that don't offer health insurance, plus growing companies adding employees who need coverage.
Educational Outreach on Compliance and Benefits
Our messaging educates businesses on healthcare compliance, employee retention, and cost-effective coverage options — positioning you as an advisor, not a salesperson.
Direct Access to Decision Makers
Our qualification process ensures you're speaking with owners, HR managers, and benefit decision makers — not gatekeepers.
Multi-Touch Follow-Up Over Months
Automated sequences stay in touch with businesses over 90-180 days, building relationships and providing information until they're ready to implement.
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.