insurance-broker-leads

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SKILL.md

Insurance Broker Lead Generation

Insurance is one of the most tightly regulated verticals, which is good news for prospecting: every authorised firm appears on a public regulatory register with its permissions, its approved persons and its status.

That register is the base list. The work is layering commercial signals on top of it, because the regulator tells you who's authorised but not who's worth selling to.

Who actually buys

Firm size Who decides
Sole trader broker The principal. Small budget
2-15 staff Principal or MD. The main target
15-60 Operations director or compliance lead, MD signs off
60+ / network member Network or group makes systems decisions
MGA Underwriting director, technology lead

Network membership is the critical qualifier. Many small brokers belong to a network that mandates or heavily influences their software and compliance stack. Selling to a network member without knowing that wastes the cycle. Independent brokers are the real target for most products.

Commercial lines brokers have bigger budgets than personal lines, and specialist brokers more than generalists.

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