Playbooks · 4 min read
Filter new firms to the risks you write
A feed of every new company is noise. A feed filtered to your panel's appetite is something else entirely: a renewal book being born in real time.
- 01
Appetite as trade codes
Your panel's appetite maps to SIC codes: the trades, the sectors, the exclusions. Set them once and the feed pre-qualifies itself.
- 02
Region is underwriting too
Your area is not just travel time. Flood zones, theft rates and regional schemes all change from one town to the next.
- 03
First quote advantage
A firm quoted in its first year has no renewal date to wait for. You are not displacing a broker. You are becoming the incumbent.
Try it this morning
List your five best-performing trades. Set their codes as an agent.
Get 25 free leadsWatch · 1:40
How to build a search that keeps working
Every figure is shown on screen. The company examples are made up.
More guides
Public record signals · 4 min readAn area, a trade code, a self-renewing bookTwo filters, set once, produce what brokers spend careers building: a book that grows every week and renews every year. Here is the whole setup.Playbooks · 4 min readSend quotes without touching a keyboardOn the tools all day means the office work never happens. The fix is an agent that runs itself and only interrupts you when someone writes back to you.Public record signals · 4 min readTrade codes and area: search like a builderBuilders think in patches and trades, not in marketing segments. The search should work the same way. Two settings, set once, and then you are done.
See it with your own postcodes
25 free leads, no card. Every one has a verified website and email.