For commercial, employee-benefits, cyber, professional-liability, life and high-value personal-lines brokerages.
Sellora ranks accounts using sector, business size, executive profile, workforce, assets, expansion, renewal timing, life events and credible risk signals.
It finds and enriches owners, CFOs, HR leaders, risk managers, operations leaders and high-value professionals, with the context to earn the conversation.
Approved calls and emails continue through renewal, internal review, underwriting preparation and adviser availability until there is a clear outcome.
Your team receives the fit reason, trigger, stakeholder map, full history, recommended agenda and the right material.
Your sales team must find organisations where sector, business size, executive profile, workforce, assets, expansion, renewal timing, life events and credible risk signals create a credible reason to discuss the offer, then locate the relevant owners, CFOs, HR leaders, risk managers, operations leaders and high-value professionals.
For every account, sellers research company operations, likely exposures, existing cover context, the policy area, the renewal window and earlier conversations, prepare role-specific calls, emails and content, update records, and keep following up through renewal, internal review, underwriting preparation and adviser availability. All of it before a single qualified conversation.
Specialist selling time is consumed by data tools, account research, first-touch work, content preparation, CRM administration and routine follow-up.
Task switching across disconnected tools weakens attention, loses context and produces low-fit meetings and missed buying windows. The most expensive people in your revenue engine spend their best hours on work that never needed them.
Sellora does not hand your team a list. It runs prospecting, research, calls, emails and follow-up until a qualified meeting is booked.
Sellora learns your coverage portfolio, target-client rules, approved explanations, carrier and product boundaries, disclosures and escalation rules, then ranks accounts using sector, business size, executive profile, workforce, assets, expansion, renewal timing, life events and credible risk signals.
It finds and enriches owners, CFOs, HR leaders, risk managers, operations leaders and high-value professionals, and turns company operations, likely exposures, existing cover context, the policy area, the renewal window and earlier conversations into a relevant, role-specific reason for contact.
It selects the approved call, email or combined sequence, answers supported questions, remembers every interaction and continues through renewal, internal review, underwriting preparation and adviser availability until there is a clear outcome.
It creates account briefs, presentations, proposals and follow-up material from the research and the conversation. Pricing, underwriting, binding, suitability and legal matters always remain with your authorised people. It qualifies fit, interest, purpose and the right next step.
It books the correct meeting and hands your seller the fit reason, the trigger, the stakeholder map, the full history, likely questions and objections, what to say, what not to assume or promise, a recommended agenda and the relevant sales material.
Your seller enters with the customer context, earlier conversations, decision points and customer-specific material already prepared. Human sales takes over where expertise matters: exposure discovery, needs analysis, carrier and coverage advice, relationship-building, negotiation, binding and renewal.
Measured, not invented. Baseline before rollout and validate through a controlled pilot.
Results depend on market, data quality, product fit, policy, team process and implementation. No fixed percentage is guaranteed.
For business-loan, equipment-finance, invoice-finance, fleet-leasing, commercial-mortgage and working-capital providers.
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For payment processors, merchant acquirers, POS providers, e-commerce payment firms and expense-management providers.
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For business brokers, acquisition advisers, succession consultants and corporate-finance boutiques.
Read the use caseStart free and run insurance brokerage prospecting, research, calls, and emails using your own contacts today.