Commercial insurance prospecting is a numbers game run on referrals and cold calls — and most of your competitors are working the same lists. Finding businesses that are underinsured, renewing soon, or just hired a broker-of-record from a competitor requires better intel than a contact list.
Define the business profile you insure best — industry, size, revenue range, coverage class — and DealForge finds companies that match. Target businesses with recent growth signals (hiring, new locations, funding) that often signal coverage gaps.
Insurance buyers are skeptical of cold outreach. DealForge drafts emails that lead with value — a specific risk exposure in their industry, a recent regulatory change, or a coverage gap common for their company stage — not a product pitch. Trust first, application later.
Commercial policies renew annually. DealForge runs follow-up sequences that keep you top of mind across the renewal cycle so you're the first call when they're shopping. Set it once; the drip runs automatically.
Closer-tier brokers can deploy AI voice calls to follow up with prospects who opened your email but haven't responded — the "just checking in" call done at scale, compliantly and professionally.
Build your commercial book of business on autopilot.
Yes. Your ICP specifies the industries, company sizes, and coverage classes you specialize in. The AI discovery targets companies in those verticals with verified decision-maker contacts.
DealForge includes your business address in every email footer (required by CAN-SPAM) and manages unsubscribe tracking. Outreach is sent via your own SendGrid account on the Pro tier for full compliance control.
Yes. The CSV import feature lets you bulk-import existing lists with dedup protection. DealForge verifies emails and de-dupes against your current prospects automatically.
Typically: CFO, VP Finance, or Owner/Founder for small-to-mid businesses. Your ICP definition specifies the role — DealForge finds the right contact.
Start free with 30 prospects. Upgrade when you're ready to scale.