For commercial insurance & benefits teams

Fill broker calendars with renewals you actually have a shot at

Reach CFOs, controllers, HR leaders, and risk managers with credible outbound timed to renewal cycles. Senior on-shore callers, verified renewal-window data, and a dashboard your producers can read in 30 seconds.

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Canada and US Compliance scrubbed Built-in analytics

Why Insurance & Brokerage teams hire us

Built for the calls that matter most.

Renewal-cycle timed outreach

We call into accounts 90 to 120 days before renewal so producers walk in with a live conversation, not a cold lead.

Reach buyers brokers can't get on email

CFOs and HR leaders ignore broker email. The phone is the only consistent channel for senior decision makers in commercial insurance and benefits.

Producer-ready handoffs

Every meeting comes with renewal date, current carrier, claims posture, and stated pain so producers walk in prepared.

One commercial account outlasts the spend

A commercial account worth $9,000 in first-year commission renews. 2,000 dials at $1 per call is $2,000, so a single bound policy pays back the quarter and every renewal after is margin.

Who this is for

Commercial property and casualty brokerages
Group benefits, life, and disability brokerages
MGAs, wholesalers, and specialty insurance programs

A sample week

What a week on your account actually looks like.

No black box. Every dial, conversation, and booked meeting flows into your dashboard the moment it happens. Your AE walks into Friday with the same picture we've.

Day 1Monday
Deep research block. Account triage and 50 net-new accounts loaded against your ICP.
Day 2Tuesday
Two live calling blocks. Morning power hour into named accounts, afternoon into mid-funnel re-engagement.
Day 3Wednesday
Internal pod calibration. Our coach reviews recordings with the reps, sharpens language, and updates the playbook. You see the changes in the read-out, no meeting on your side.
Day 4Thursday
Two live calling blocks plus same-day follow-up sequence on every conversation that didn't convert.
Day 5Friday
Pipeline review, dashboard read-out, and the next week's account list locked.

Objection library

Six objections Insurance & Brokerage reps will hear this week.

The full library runs to 80+ objections per industry. These are the six we hear most often from Insurance & Brokerage buyers, with the rebuttal pattern our reps actually use on the call.

We're happy with our current vendor.

Great, we aren't asking you to switch today. We're calling because three peers in your segment moved this quarter and we want to know what triggered it. Worth 12 minutes?

Send me an email.

Happy to. So I send the right one, can I ask one question first: are you the person who would actually evaluate this, or is there a better name on your team?

We don't take cold calls.

Understood, and I appreciate you picking up. I'll be brief. The reason for the call is specific to insurance & brokerage, and if it isn't relevant in 30 seconds I'll let you go.

We've no budget right now.

That's the most common answer I get, and it's usually true. The conversation I'm proposing isn't about budget this quarter, it's about the work most teams in your segment are doing now to be ready when it opens.

Just send me a deck.

I'd rather not, decks lie. What I can do is tell you in 90 seconds what we've seen working with two of your peers, and you tell me if it's worth a 20 minute follow up.

We tried calling, it didn't work.

Most teams say that. The pattern is almost always the same: wrong list, wrong opener, wrong dial windows. Worth comparing notes for 15 minutes? You'll know inside that call whether to keep us in the conversation.

How we ramp

Calibration first, then live conversations, then iteration. No promised meeting dates.

Phase 1, calibration

ICP defined, written opener approved, objection library v1, verified target list, CRM wired. We don't dial until you've signed off on all four.

Phase 2, live blocks

Live calling blocks open. Every dial, connect, and conversation lands in the dashboard the moment it happens. Same-day debriefs with the pod.

Phase 3, iteration

Cadence tightening, segment swaps, and the first written read-out with the per-meeting math worked through. We tune until the motion compounds.

FAQ

Questions Insurance & Brokerage teams ask first.

What does a booked meeting actually cost us?+

Roughly $135 per qualified meeting at $1 per dial, 30% connect, 25% conversation-to-meeting. One bound commercial account typically covers a full month of calling, and renewals compound.

Can you time calls to renewal windows?+

Yes. We work backward from renewal data so reps reach buyers in the 90 to 120 day window when a conversation is actually possible.

Will reps respect compliance and carrier rules?+

Yes. Scripts are reviewed against carrier and regulatory requirements, DNC scrubbing runs continuously, and audit logs are available to your compliance team.

Do you work with both P&C and benefits brokerages?+

Yes. The same playbook runs on both motions: tight ICP, verified lists, renewal-cycle timing, every dial in the dashboard.

How fast can you ramp on a new vertical or region?+

Discovery and list build in week one, calibration alongside, full calling blocks in week two.

Related cold calling pages

Compare pricing or browse other industries we call into

Most Insurance & Brokerage buyers also evaluate retainer pricing and adjacent industry plays before booking the working session.

Pricing

Cold calling agency pricing & packages

Compare Lift-Off, Pipeline, and Command retainers plus per-meeting fees.

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Method

How our on-shore cold calling method works

The exact research, dialing, and qualification process behind every booked meeting.

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Proof

B2B cold calling case studies & outcomes

Pipeline lift, connect rates, and objection patterns from on-shore programs.

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Service

B2B contact data or data plus calling

Choose fresh ICP-matched contacts, or pair the data with senior on-shore callers.

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Home

On-shore cold calling agency for B2B

Senior reps in Canada and the US replacing AI SDRs and offshore dialers.

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Services & comparisons

By industry

What Insurance & Brokerage buyers search for

Insurance and brokerage cold calling agency, answered plainly.

Short answers to the questions insurance & brokerage teams type into Google and ask AI assistants before they shortlist an outbound partner.

Insurance and brokerage cold calling agency

We run insurance and brokerage cold calling agency with senior on-shore reps, not an AI voice agent and not an offshore centre. You buy call capacity by the dial, starting at $1.00 per call on the monthly plan with a 1,000 call minimum, and every dial, connect, conversation, and booked meeting shows up in your dashboard the same day. Lists are scrubbed against national and state DNC plus litigator files before the first dial, and you can scale up, pause, or stop month to month.

See per-call pricing Request a callback

insurance lead requalification

We run insurance lead requalification with senior on-shore reps, not an AI voice agent and not an offshore centre. You buy call capacity by the dial, starting at $1.00 per call on the monthly plan with a 1,000 call minimum, and every dial, connect, conversation, and booked meeting shows up in your dashboard the same day. Lists are scrubbed against national and state DNC plus litigator files before the first dial, and you can scale up, pause, or stop month to month.

See per-call pricing Request a callback

live transfer to producers

We run live transfer to producers with senior on-shore reps, not an AI voice agent and not an offshore centre. You buy call capacity by the dial, starting at $1.00 per call on the monthly plan with a 1,000 call minimum, and every dial, connect, conversation, and booked meeting shows up in your dashboard the same day. Lists are scrubbed against national and state DNC plus litigator files before the first dial, and you can scale up, pause, or stop month to month.

See per-call pricing Request a callback

commercial lines outbound

We run commercial lines outbound with senior on-shore reps, not an AI voice agent and not an offshore centre. You buy call capacity by the dial, starting at $1.00 per call on the monthly plan with a 1,000 call minimum, and every dial, connect, conversation, and booked meeting shows up in your dashboard the same day. Lists are scrubbed against national and state DNC plus litigator files before the first dial, and you can scale up, pause, or stop month to month.

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broker pipeline generation

We run broker pipeline generation with senior on-shore reps, not an AI voice agent and not an offshore centre. You buy call capacity by the dial, starting at $1.00 per call on the monthly plan with a 1,000 call minimum, and every dial, connect, conversation, and booked meeting shows up in your dashboard the same day. Lists are scrubbed against national and state DNC plus litigator files before the first dial, and you can scale up, pause, or stop month to month.

See per-call pricing Request a callback

Client results

B2B teams like yours, real program results.

new job orders per month, staffing and recruiting

producer meetings per month, commercial insurance brokerage

assessments booked per month, msp and it services

Existing clients regularly refer other businesses to us. Every client is under NDA, so we never publish names.

See all client results

Need the data called?

ColdCalls.ca builds the audience, validates it, and puts senior North American reps on the phone.

Buy calling capacity

Already have people who dial?

LeadNumbers delivers fresh, ICP-matched B2B contacts with a mobile or direct dial and verified work email.

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Tell us about your calling program

Have a insurance & brokerage list you want called?

Send the details and a partner comes back within one business day with the dial plan, the call volume it needs, and what it costs. No deck, no demo.

Two minutes to complete
Reply within one business day
No obligation

Walk us through your last quarter.Walk out with a plan.

A 30-minute working session with a partner. We tear down your funnel math, ICP, and current outbound against your targets, then hand back a sharp calling plan and the exact list criteria to start with, on or off retainer.

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What Insurance & Brokerage leaders tell us

“We’re drowning in shared leads and ghosting.”

On-shore callers re-qualify your shared leads in under 10 minutes and book live transfers to producers. The working session models speed-to-lead, contact-rate, and producer capacity together.

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