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Founders & ownersA pipeline before your first sale Sales repsMornings on calls, not on lists Agency ownersFind the firms whose website is letting them down Marketing teamsLists that top themselves up All fifteen rolesBrowse the full index

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Field notesPlain-English help with UK outbound MethodologyWhere the data comes from, and proof CompareNamed, sourced comparisons Word listThe UK filing terms, explained

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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

Postcode filters are not just travel time. Flood zones, theft rates and regional schemes all live in the postcode.

03

First quote advantage

A firm quoted in its first month 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 a watch.

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Made for insurance brokers · See the page →

Watch · 1:40

How to build a search that keeps working

Read the write-up

Every figure is shown on screen. The company examples are made up.

More guides

Public record signals · 4 min readA radius, 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 a pipeline that runs itself and only interrupts you when someone says yes to you.Public record signals · 4 min readTrade codes and radius: 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.

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