How it works
A prospecting system.
A producer-ready handoff.
Target the accounts your agency can write, reach them by email, and give your producers the context to follow up.
The campaign walkthrough
See what happens
at each stage.
See how we select trucking prospects, develop the email sequence, route interested replies and report what happens next.
Step 01 / Target
Build the audience around the business you can write.
We develop trucking audiences from FMCSA and other prospect data, then segment by state, fleet size, commodity, operation type, and available renewal information. Your team confirms market fit before outreach.
Renewal information is checked where available; it is not assumed from FMCSA records alone.
Step 02 / Prepare
A considered setup before the first campaign.
Dedicated outreach domains and inboxes, authentication, warm-up, and sender-health checks prepare the program for launch. We write the sequence around an audience your producers actually want to speak with.
Step 03 / Reach out
Four thoughtful touches. One relevant conversation.
The sequence introduces the agency, adds a useful reason to respond, follows up on timing, and closes the loop. Interested replies move to a person; opt-outs are removed from further outreach.
- Introduce
- Add context
- Check timing
- Close the loop
Step 04 / Hand off
What reaches your producers?
Interested replies receive an automated acknowledgment and are routed to your designated producer with the prospect’s contact details and conversation history. Your team confirms fit, follows up, quotes and closes. We agree on routing contacts, response ownership and tracking before launch.
Sample handoff · fictional prospect
Example trucking company
Interested · fit to confirm- Operation
- 5 power units · dry van · California
- Renewal
- In 45 days, stated by prospect · producer to verify
- Fit to check
- Operating radius, cargo and carrier appetite
- Assigned to
- Agency’s designated producer
“We’re reviewing our renewal. What would you need to look at options for our five trucks?”
Producer confirms fit, contacts the prospect and records the quote status. Original reply and contact details accompany the handoff.
Automatic acknowledgment and routing start the handoff. An interested reply becomes a qualified opportunity only after fit and intent are confirmed.
Step 05 / Measure
Know what became a conversation, a quote, and a policy.
Campaign reporting connects response activity with the quote and bind updates your team provides. We keep interested replies, qualified opportunities, quotes, and bound business separate so the monthly review is useful.
Sample monthly view · illustrative figures
| Measure | Example | Recorded by |
|---|---|---|
| Qualified opportunitiesCampaign tracking + fit confirmation | 18 | Campaign tracking + fit confirmation |
| Quotes issuedProducer updates | 12 | Producer updates |
| Policies boundAgency confirmation | 3 | Agency confirmation |
| Attributed agency revenueAgency commission / fee records | $7,200 | Agency commission / fee records |
Example layout, not client results or a forecast. Actual reports identify dates, sources and attribution. Stages overlap and should not be added; quotes and binds may follow in a later month.
Designed to create qualified quote opportunities. No guaranteed lead count or policy sales.
Compare programs & pricingBuilt around your agency.
A defined market and a producer ready to respond are the starting point.
We manage the prospecting.
Audience development, sending infrastructure, campaign copy, reply routing and monthly reporting.
Your team owns the relationship.
Confirm appetite and insurance-related copy, follow up with interested prospects, and record quotes, binds and agency revenue.
Which trucking insurance agencies is this for?
The program is for independent trucking insurance agencies with available markets and a producer ready to follow up. We define the audience around your licensed states, carrier appetite, target operations and fleet sizes. Before launch, we agree on exclusions, available data, campaign approval, reply ownership and tracking. Complex fleet segments need a separate fit and data review.
What happens during the pilot?
The pilot is a four-month engagement at $2,000/month. Month 1 covers audience planning, sending infrastructure, messages and handoff setup. In months 2–4, campaigns launch as sending readiness allows and are refined through response monitoring. We review opportunity quality and recorded outcomes with your team.
Continuing afterward is optional. Ongoing management is $3,000/month, with scope and terms agreed before continuation. The standard rate does not automatically add sending volume or leads.
Do you guarantee leads or policy sales?
No. We commit to the agreed campaign work and reporting. Results depend on audience fit, data quality, market conditions and producer follow-through. Interested replies, qualified opportunities, quotes and policies are tracked separately.
Can we keep our website and systems?
Yes. A website rebuild is not required. We establish the routing and tracking workflow around the systems and people your agency already has.
See whether this fits your agency.
Talk with Andrew about your appetite, producer capacity and the right starting scope.