Commercial Insurance Lead Generation and Appointment Setting
Cold calling and cold email for commercial P&C agencies, employee benefits brokers, and specialty insurance producers. We book qualified meetings with business owners, CFOs, and HR leaders around their renewal window.
What commercial insurance lead generation includes
Everything a commercial agency needs to fill producer pipelines with real X date opportunities.
X date and renewal targeting
Lists built around renewal windows, class code, headcount, revenue, and geography.
Owner, CFO, and HR calls
Direct dials to business owners, CFOs, controllers, HR directors, and office managers depending on your line of business.
Insurance fluent scripts
Messaging built around premium, coverage gaps, and X dates, not generic sales pitches.
Qualified meetings booked
Meetings placed on your calendar with current carrier, X date, and pain points captured.
No show replacement
Meetings that no show or fall outside the agreed ICP are replaced at no cost.
Weekly reporting
Full visibility on dials, connects, meetings, and X dates captured for the pipeline.
Why commercial agencies pick CFE Marketing Services
Commercial only, not personal lines
We do not do auto or home lead lists. Every meeting is with a business owner or executive on a commercial line.
Cheaper than an in house SDR
One retainer covers callers, data, tools, and management. Less than one fully loaded US SDR.
B2B sales meeting program live in a week
First meetings typically book in weeks 3 to 4. No hiring, no ramp, no benefits load.
Built around renewal cycles
We time outreach 60 to 120 days ahead of X dates so producers walk into real quote conversations.
Frequently asked questions
Do you do personal lines?
No. We focus on commercial P&C, employee benefits, and specialty lines only. No auto or home.
Who do you call?
Business owners, CFOs, controllers, HR directors, office managers, and risk managers depending on the line of business.
How much does it cost?
We do not publish rates. Cost depends on the ICP, channel mix, and target meeting volume. We scope the number on a 30 minute call and send it to you in writing. Terms are month to month with no long term contract.
How many meetings should we expect?
B2B meeting volume depends on your ICP, channel mix and deal size; we set a monthly target on the 30 minute call and report meetings booked and held every week.
Can you target specific class codes or industries?
Yes. Lists are built by NAICS, class code, headcount, revenue, and geography to match your appetite.
Fill your commercial book with real X dates
30 minute call. We'll map your ideal risk, project meeting volume, and quote a pilot on the spot.
Book a Strategy Call