Insurance lead generation
Win the account at renewal, not at random.
Insurance lead generation lives on renewal timing. You define the appetite-fit accounts you want and what qualifies one, and Revenue Force develops opportunities against that standard until the window opens.
Insurance is bought on a schedule: the renewal date. Every commercial account you want is winnable once a year, if you're present when the window opens and credible before it does. Shared internet leads and cold blasts ignore that reality; the producers who grow work renewal timing with patient, professional persistence. That work is exactly what gets dropped when the book gets busy.
Revenue Force is a qualified-opportunity platform with the execution built in. You define the target market, the commercial accounts that fit your appetite, plus your own book segmented for cross-sell and win-back, and you set the qualification standard. Revenue Force develops opportunities against those criteria in your voice, with approval in the workflow.
In insurance the standard is usually a business decision-maker with an upcoming renewal, a risk issue they are quietly worried about, or a coverage gap worth closing, who fits your appetite and is willing to let you quote. Revenue Force confirms that before the opportunity reaches your producers. After handoff, the relationship is yours.
This fits your agency if
Built for independent agencies, brokers, and producers where:
- Commercial lines growth depends on catching renewal windows
- Your book has cross-sell and referral value nobody systematically works
- Shared leads and cold lists have disappointed you before
- Everything under your agency's name has to sound like your agency
The problem
Why agency growth stalls
The leaks are predictable:
Renewal windows missed
The account was winnable in March, but nobody had been in touch since last June. Renewal-timed presence is the whole game in commercial lines, and it dies without a system.
The book left unworked
Monoline clients who'd add coverage, happy clients who'd refer, and lapsed accounts who'd return: all of it sits untouched because service work eats every day.
Producer time misallocated
Producers should be quoting and closing, not researching prospects and sending fourth follow-ups. Without that leverage, prospecting simply stops.
How it works
How Revenue Force works
Define your target market
Commercial accounts by industry, size, and line, mapped to owners and decision-makers, plus your own book segmented for cross-sell and win-back. You review it all.
Set your qualification standard
What Revenue Force must confirm first: appetite fit, an open renewal window or coverage gap, and willingness to let you quote.
Revenue Force develops opportunities
Revenue Force operates against that target and standard with renewal-timed persistence, professional and specific, in your agency's voice.
Qualified opportunities reach your team
Accounts ready to talk reach your producers with their timeline and context attached. After handoff, the relationship is yours.
Who this reaches
The people your pipeline runs through.
Insurance decisions concentrate in a few chairs:
The business owner
Cost, coverage gaps they secretly worry about, and an agent who actually explains things.
Plain-spoken risk conversation, timed to their renewal, with zero jargon.
The CFO or controller
Premium spend, claims history, and market alternatives.
A credible reason to benchmark at renewal instead of auto-renewing.
Your existing client
Being taken care of, not sold to.
Honest cross-sell and review outreach that reads as service, because it is.
The channel mix for insurance
Reach them where they actually answer.
Professional persistence across the channels buyers answer:
Email for the professional thread
Renewal-aware notes and follow-up that builds familiarity before the window.
LinkedIn for commercial accounts
Owners and finance leaders engage professionally, especially in niche verticals.
SMS where consented
Short, consented touches that keep warm accounts and renewal logistics moving between conversations.
Approval is the default, so every message passes through your professional judgment first, and autonomy extends only when you choose. Do-not-contact requests are enforced across every channel permanently, and the platform keeps a complete record of everything sent under your name.
Your Revenue Force workspace
You define the parameters. Revenue Force develops the opportunities.
Revenue Force is not a black box. Your workspace shows the target, the qualification standard, the work in progress and every qualified opportunity in one place. Approval is the default, and autonomy extends only as far as you choose.
Pricing
Choose the opportunity capacity that fits your business.
You define the target market and qualification standard. Revenue Force develops qualified opportunities against those criteria. Your plan determines your monthly opportunity capacity.
From $997 CAD per month. Month-to-month.
See all three plansFair questions
What insurance teams ask.
How is this different from buying internet leads?
Shared leads are cold, price-shopped, and simultaneous with five competitors. Here you define the appetite-fit target and the standard, Revenue Force develops opportunities against them in your voice, and after handoff the relationship is yours permanently.
Can outreach be timed to renewal dates?
Where renewal timing is known or discoverable, cadences are built around it; where it isn't, consistent presence discovers it, because prospects tell you when the conversation is honest. Either way, the window doesn't open without you in the room.
Can my existing book be part of the target?
Yes, and for most agencies it's the highest-yield starting point: monoline cross-sell, coverage review outreach, win-backs on lapsed accounts, and referral requests from happy clients. All of it in your voice.
Is this appropriate for a licensed agent?
The control layer exists for exactly that reason: approval is the starting point for every message, opt-outs are enforced everywhere permanently, and the platform holds a full record of all outreach. Your professional obligations stay in your hands by design.
Which lines does this work best for?
Commercial lines benefit most, because renewal timing and account values reward persistent, professional outreach. Benefits and specialty lines follow the same logic. Personal lines work best as book-based cross-sell and referral targets rather than cold outreach.
What does it cost?
From $997 CAD per month, month-to-month. Your plan determines your monthly opportunity capacity. See the pricing page for all three plans.
Every account has a renewal date. Be there for it.
Book a Revenue Force call. Define your appetite-fit target and your qualification standard, and see how opportunities are developed in the platform.