The Exchange delivers commercial insurance leads for agents, enabling targeted prospect acquisition within preferred risk profiles. Agents can also monetize leads and unlock new revenue opportunities from
out-of-appetite risks.
The Exchange seamlessly matches referred commercial prospects, who have confirmed intent to buy, with in-appetite agents via immediate, warm phone transfer.
The Exchange provides a steady source of curated commercial insurance leads with preferred
risk profiles.
Supports leads for over 19,000+ NAICS codes for general liability, business owner’s policy, commercial auto, workers’ compensation,
and more.
Maximize efficiency by reducing valuable time spent on quoting ineligible risks.
Unleash a new revenue stream by rethinking the sales flow for out-of-appetite prospects.
Increase community by ensuring clients' needs are met.
Save time and money normally spent prospecting.
Maximize opportunities for increased conversion rates, commissions, contingencies, and bonuses.
Capitalize on growth opportunities by expanding commercial lines coverage.
Partners align on multiple checkpoints to ensure that commercial insurance leads are in-appetite.
Only qualified, live prospects with confirmed intent to buy are sent to the Exchange. This process ensures that agents only receive qualified commercial leads – maximizing profitability.
When you see it side-by-side, there’s no comparison. With the “Bold way,” commercial insurance agents can monetize out-of-appetite risks, gain qualified prospects, and keep more customers happier. We think the old way of cold prospecting and unnecessary out-of-appetite quoting is for the (other) birds.
