Commercial insurance

Everyone has a broker. Almost nobody is happy with them.

Commercial insurance is won on timing and trust. You cannot manufacture trust, but you can be the call that lands two months before renewal.

Commercial insurance buyer at work
Call recording 5:12
Terrence Boyd
Owner · Kestrel Contracting
Renewal review booked · October

Every call recorded and transcribed, in your portal the same day. Illustrative example.

Who we call

Owners and CFOs, risk and safety managers, HR directors on the benefits side, and the office manager who actually holds the renewal date.

What opens the call

We ask about the renewal date and the last claim, not about coverage. Those two answers tell us whether there is a conversation worth having.

What you will hear back

“We are happy with who we have.” Most people say that and most people have not tested it in years. The ask is a look at the renewal, not a switch.

How the list is built

Industry, headcount, fleet and payroll size, and where we can establish a renewal month. Regulated lines get screened before anyone dials.

Let us call your market for a month

Twenty minutes. We will tell you on the call if this is not a fit.

We reply the same day. No sequence, no drip.

B2B only · US & Canada only