Public record signals · 4 min read
An area, a trade code, a self-renewing book
Two filters, set once, produce what brokers spend careers building: a book that grows every week and renews every year. Here is the whole setup.
- 01
The setup really is two fields
The area you serve, the trades you write. Every new company matching both arrives on your morning Feed.
- 02
Year one is the quote, year two is the renewal
New-firm policies are small. But every one carries a renewal date. The book compounds. The feed keeps feeding.
- 03
The nudge before renewal
A follow-up timed ahead of the first renewal, while the incumbent is asleep, is the cheapest growth in insurance.
Try it this morning
Set the two filters. Count the matches from the last 12 months before deciding anything.
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
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.Playbooks · 4 min readOne agent for every new firm near youMSP marketing usually means referrals and hope. One agent on the public record covers every new firm worth managing in your region, week after week.
See it with your own postcodes
25 free leads, no card. Every one has a verified website and email.