PROSPECTING GUIDE / 26For insurance brokers

Prospecting for insurance brokers who don't rely on referrals.

Prospecting for insurance brokers starts with narrowing it down: choose the line of business and the region you serve. The search returns businesses with published phone, WhatsApp, and website, and shows what each one displays — fleet, storefront, team, construction site — so you know which coverage to bring.

Find my next clients Start with Google See where to start

Search by niche and region. Publicly available contacts.
Check the features and credits in each plan.

The contact opens a door.
The context gives you a reason to talk.

Inside your radarDEMO

Transportes Vale Norte

Joinville · fictitious example

SIGNAL TO INVESTIGATEOwn fleet visible on the profile

The profile photos show trucks with the company's logo, and there's nothing on the site about fleet insurance or risk management.

The service that fits this conversation

Offer a no-obligation comparison of fleet and liability policies.

See an outreach message

Illustrative example · fictional businesses. In your search, review the signals found in the sources.

01 / FIND A GOOD REASON

Every line of business shows the risk it carries.

Search by line of business and region. What the business publishes already points to which coverage makes sense to offer.

Trucking companies and fleets

⌕ Trucking companies in Joinville

What to look for

Own fleet in the photos and no mention of risk management.

What to offer

Fleet, liability, and cargo insurance.

Restaurants and street-front stores

⌕ Restaurants in downtown Santos

What to look for

Large dining room, visible inventory, and business in a rented space.

What to offer

Property, business interruption, and liability.

Construction and renovation companies

⌕ Construction companies in Uberlândia

What to look for

Ongoing construction work in the posts and an in-house crew.

What to offer

Engineering risk and group life insurance for the crew.

Search suggestions. The digital signal guides the outreach; the conversation confirms the need and the priority.

02 / GIVE THE CONVERSATION CONTEXT

Your portfolio shows
what you do.
The outreach shows
why it matters.

Mention what you saw in the business and ask about the policy's expiration date. A no-obligation comparison opens more doors than a rushed quote.

Note+Offer+Question

FIRST MESSAGEIllustrative example

Good morning! I found your trucking company while researching businesses in the industry in Joinville. I saw in the photos that you have your own fleet. I'm an insurance broker in the area and wanted to know when your policy expires so I can prepare a no-obligation comparison.

Adapt it to what you've checked
and to the way you work.

03 / TURN IT INTO A ROUTINE

From research to the next step.
All in the same Radar.

You choose the offer. Verso Radar gathers the research, helps you prepare the outreach, and organizes follow-up in the CRM.

Choose the line of business and the region

Trucking company, restaurant, condo, repair shop. Each line of business has a typical risk and the right coverage.

Get the published contact info

Phone, WhatsApp, website, and Instagram that the business itself publishes, fetched on the spot.

Read what the business shows

Fleet in the photo, street-front store, large team, ongoing construction. That's the hook for the first conversation.

Track renewals and follow-ups in the pipeline

Every business in a stage, with history and a follow-up date. No side spreadsheet needed.

Google Maps→Website and Instagram→AI outreach→CRM

Insurance prospecting / in practice

Prospecting for insurance brokers when referrals stop coming

A book of business that grows only through referrals moves at the pace of luck: three come in one month, none the next. Active prospecting doesn't replace referrals — it makes the month predictable. And good active prospecting isn't calling a purchased list; it's choosing a line of business, mapping the region, and showing up with something to say.

One line of business per week pays off more than one giant generic list.
Start with the region you actually serve, where an in-person visit is possible.
Note the renewal month in the pipeline; timing decides the sale.

Insurance prospecting / in practice

What the business shows publicly about its risk

A small business reveals a lot about itself in its public storefront. The trucking company shows its fleet, the restaurant shows its dining room, the construction company shows its job site, the repair shop shows its warehouse. None of that is confidential data — it's what's on the business's profile — and it's enough for you to choose between fleet, property, liability, or group life before you talk to anyone.

A visible fleet in the photo suggests a conversation about vehicle and liability insurance.
A street-front store with visible inventory calls for property and business interruption coverage.
A large team on the profile opens the door to group life and health coverage.

Illustrative outreach example

Good morning! I found your trucking company while researching businesses in the industry here in the area. I saw in the profile photos that you work with your own fleet. I'm an insurance broker here in Joinville and wanted to find out when your policy expires so I can prepare a no-obligation comparison.

04 / BEFORE YOU START

Questions from people who
want to move from research
to the conversation.

Do you get information about the current policy or insurer?

No. What you get is what the business publishes: contact info, address, website, social media, and what shows up in the business's photos and description. You find out the expiration date and policy details in the conversation.

Can you filter by company size?

The filter is by business type and region. Exact size doesn't come from the public source, but narrowing by line of business plus the signals on the profile gets you close to the type of risk you want to work with.

Does it work for personal insurance?

The search is for businesses, so the natural use is commercial lines. Many brokers get in through the company and later bring life and health coverage to the owner and the team.

Does a repeated business use up credit again?

No. A business that has already shown up in one of your searches comes back without a new credit charge for the lead. You pay for each new business delivered, only once.

YOUR WORK DESERVES TO BE FOUND

Build your neighborhood's book of business

Choose your plan and build the list of businesses in your region with public contact info and the reason to reach out to each one.

Create my account Start with Google See the plans

Prospecting for insurance brokers who don't rely on referrals.

Transportes Vale Norte

Every line of business shows the risk it carries.

Trucking companies and fleets

Restaurants and street-front stores

Construction and renovation companies

Your portfolio showswhat you do.The outreach showswhy it matters.

From research to the next step.All in the same Radar.

Choose the line of business and the region

Get the published contact info

Read what the business shows

Track renewals and follow-ups in the pipeline

Prospecting for insurance brokers when referrals stop coming

What the business shows publicly about its risk

Questions from people whowant to move from researchto the conversation.

Build your neighborhood's book of business

Continue your prospecting

B2B prospecting

Sales representative

Business list

Your next servicehas a path too.

Your portfolio shows
what you do.
The outreach shows
why it matters.

From research to the next step.
All in the same Radar.

Questions from people who
want to move from research
to the conversation.

Your next service
has a path too.