One question, answered weekly: which broker should an underwriter contact, and why. The list re-sorts itself around what just happened at each broker's firm.
Every broker at the appointed firms, scored on fit, timing, access, intent.
A weekday sweep reads the trade press for moments that mean risk is about to move.
A signal at a firm floats its brokers up the list that week.
The agent writes the first email. An underwriter approves it. Nothing goes out unchecked.
Four axes, each worth up to 25, summed in code so the bars always add up to the number. The bars run in this order: fit, timing, access, intent.
Nothing scores hot right now, and that is the honest result: intent sits at zero for every broker because no engagement data feeds it yet. That axis is what Play 3 would unlock.
Two layers, not one: the broker score rates the person, and each signal carries its own quality score (appetite, window, action, sourcing, on the Signals tab). They compose: a broker's Timing axis inherits the freshest firm signal, and the composite of a 90-priority broker on a 40-quality signal ranks below the same broker on a fresh project award. A great contact on a weak signal is not a great call.
| Broker | Actions | ||
|---|---|---|---|
59warm 24 · 20 · 15 · 0 | EVP - U.S. Construction Practice Leader EVP US construction practice leader can open many Lockton offices at once, the highest-leverage contact here. | Lockton construction | |
58warm 23 · 20 · 15 · 0 | U.S. Energy Practice, Casualty Sector Leader Energy casualty sector leader is the exact match for the carrier's renewables and power casualty product. | Lockton energy | |
58warm 23 · 20 · 15 · 0 | Senior Vice President, Construction Practice Leader Lockton construction practice leader directly controls which markets see submissions in their office. | Lockton construction | |
58warm 23 · 20 · 15 · 0 | Senior Vice President-Construction Practice Leader Same profile: SVP construction practice leader at a national brokerage with email available. | Lockton construction | |
58warm 23 · 20 · 15 · 0 | U.S. Energy Practice, Strategic Broking Leader - Casualty Strategic broking leader for energy casualty decides carrier placement, which is exactly the carrier's lane. | Lockton energy | |
58warm 23 · 20 · 15 · 0 | SVP / Team Leader - Construction & Design Practice Lockton construction team leader directs where an entire office's construction submissions go. | Lockton construction | |
58warm 23 · 20 · 15 · 0 | Senior Vice President - Mid-Atlantic Construction Team Lead SVP regional construction team lead owns market strategy across a multi-state territory. | Lockton construction | |
58warm 23 · 20 · 15 · 0 | Senior Vice President - NY Construction Team Leader NY construction team leader aligns with the carrier's growing NYC office and directs an entire team's markets. | Lockton construction | |
58warm 23 · 20 · 15 · 0 | Senior Vice President / Team Leader - Construction & Design Practice Same senior team leader profile at a national brokerage with strong construction volume. | Lockton construction | |
58warm 23 · 20 · 15 · 0 | Senior Vice President, Unit Manager - Construction SVP unit manager in construction controls a book and a team, the highest-leverage seat for growing submission volume. | Lockton construction | |
57warm 22 · 20 · 15 · 0 | Vice President, Builders Risk Lead - Construction Builders risk lead maps precisely to the carrier's builder's risk capacity and controls that placement channel. | Lockton construction | |
57warm 22 · 20 · 15 · 0 | U.S. Energy Practice Leader Energy practice leader is a prime target now that the carrier writes renewables casualty. | Lockton energy | |
57warm 22 · 20 · 15 · 0 | U.S. Energy Practice - SVP - Specialty Products Senior energy specialty leader at a national brokerage aligns directly with the renewables launch. | Lockton energy | |
57warm 22 · 20 · 15 · 0 | Vice President, CT Construction Team Leader Team leader for Connecticut construction at an appointed national brokerage controls where submissions go for a whole office unit. | Lockton construction | |
57warm 22 · 20 · 15 · 0 | SVP, Head of Loss Sensitive Construction Head of loss sensitive construction is senior and casualty-focused, though loss sensitive programs may sit above the carrier's typical primary casualty appetite. | Lockton construction | |
56warm 21 · 20 · 15 · 0 | Senior Vice President - Construction and Design Practice SVP in construction and design likely runs a book, though practice leadership is not explicit. | Lockton construction | |
56warm 21 · 20 · 15 · 0 | Senior Vice President, Construction Services SVP construction services is senior enough to redirect submissions, absent an explicit leader title. | Lockton construction | |
56warm 21 · 20 · 15 · 0 | U.S. Data Centers & Digital Infrastructure Practice Leader Data center and digital infrastructure leader at Lockton drives large construction placements that fit builder's risk and casualty. | Lockton construction | |
56warm 21 · 20 · 15 · 0 | Senior Vice President - Construction & Design Senior construction producer at Lockton with email, strong but not confirmed as practice head. | Lockton construction | |
56warm 21 · 20 · 15 · 0 | Vice President, Project Team Lead - Construction Project team lead runs OCIP/CCIP and builder's risk placements that match the carrier's capacity directly. | Lockton construction | |
56warm 21 · 20 · 15 · 0 | Boston Construction Team Leader- Practice Programs Boston construction team leader controls an office-level practice and can open a new market. | Lockton construction | |
56warm 21 · 20 · 15 · 0 | Vice President- Unit Leader Global Construction & Design Global construction and design unit leader may skew toward professional lines rather than the casualty and builder's risk the carrier writes. | Lockton construction | |
55warm 20 · 20 · 15 · 0 | Executive Managing Director, Market Operations - Builders Risk Solutions Market operations leadership for builders risk directly shapes which carriers get on the panel. | Lockton construction | |
55warm 20 · 20 · 15 · 0 | Senior Client Manager, Vice President, Construction Projects Senior client manager on Lockton construction projects controls placements and is reachable by email. | Lockton construction | |
54warm 19 · 20 · 15 · 0 | Vice President - Construction VP construction at Lockton is a producing role with real submission control but limited practice-wide reach. | Lockton construction |
Priority = fit (0 to 100, from Claude) + intent (0 to 40, from firm-level signals in the last 45 days). Names stay masked until Reveal; that is the only action that spends an Apollo credit, capped at 12 a day on this demo.
The signal book is centralized on purpose: one ranked list, argued below, instead of everyone building their own watchers. Each type answers the same five questions, what it predicts, where it comes from, what qualifies, what it activates, and how much to trust it, and one candidate signal is deliberately kept out of outreach entirely.
A named GC or developer just won, financed, or broke ground on a project. Builder's risk and project casualty for it get placed within weeks, by a broker the carrier can identify from the firm relationships it already maps.
A building permit was filed for a project inside the carrier's appetite. Earlier in the risk lifecycle than an award, the placement is months out instead of weeks, which makes it the cheapest moment to become the market the broker thinks of first.
A brokerage hired or promoted someone into a construction or energy practice. New practice leaders need markets and want early wins; their first ninety days are the cheapest moment the carrier will ever have to become one of their go-to markets.
A carrier exited, cut capacity, or tightened terms on construction or energy. Every affected renewal now has a broker actively hunting a replacement market on a deadline, the highest-intent moment that exists in this business.
A contractor adopted Procore, OpenSpace, DroneDeploy, or Samsara. That contractor is now cheaper for the carrier to write than for any legacy carrier, the jobsite-technology credit prices on the data, so the next placement for them is winnable on price, not just speed.
Construction casualty or property pricing is shifting in a way that changes broker behavior, hardening means brokers shop alternatives, softening means incumbents get aggressive and the carrier's speed matters more than its price.
A merger, acquisition, or new office changes who controls placements. Books get re-evaluated in the first months after a deal closes, incumbency resets, and a market that shows up early gets considered.
Brokers gather somewhere at a date. Useful for planning a conference presence or timing a touch, says nothing about any specific placement.
A notable construction loss made the news. Brokers will be asked about it, but the account involved is mid-claim with a broker defending the relationship, there is no placement to win this week.
Litigation says nothing about where risk gets placed next, and any outreach that references it reads as opportunism aimed at a firm the carrier wants a decades-long relationship with. No activation exists that isn't awkward, so it never enters the sweep.
Tempting because it looks like practice_hire, but the producer in the middle of a non-solicit fight can't move a book, and emailing them mid-lawsuit is the fastest way to be remembered badly. The hire becomes a real signal after the dust settles, when it shows up as an ordinary practice_hire announcement.
The account is mid-claim, the broker is defending the relationship, and there is no placement to win this week. Kept in the classifier as context only (loss_event), it appears in the broker brief so an underwriter walks in informed, and it never fires or aims outreach.
9 signal types, the same list the classifier emits, nothing here is aspirational. Act-tier signals raise a broker's Timing axis and can start a cadence; aim-tier signals change the draft and the queue order; context-tier signals appear in briefs and nowhere else.
The thesis above says which signals and why. This says where each one physically comes from: what the sweep reads today, what full strength looks like, what the upgrade costs, how accurate the data is, and the experiment that has to pass before any of it gets paid for.
Everything above is third-party: the market moved. These are the carrier's alone: a specific broker moved toward the carrier, and no competitor can see it happen.
The strongest signal that exists: who submits, what class, how often, and where each broker sits against the 7-plus-a-year pace. Feeds the relationship field and the Access axis.
In the CRM today, wired here the week the CRM connects. The week-one ask.
Replies logged against the broker record feed the Intent axis, weighted by what they were - a reply outweighs an open, an out-of-office keeps its place in the cadence.
Reply logging live now (by hand); automatic once sending runs through the underwriters' mailboxes.
A broker reading a comparison page, or engaging with a clip, is first-party intent Play 3 generates and Play 1 consumes - it raises that broker's priority the week it happens.
Designed and labeled planned: capture needs platform API access and a site pixel the carrier does not have yet.
Five trade-press feeds, swept weekdays, classified against the signal book, every signal carrying its quality score. Free, live, and the baseline everything else is measured against.
The public layers the sweep does not read yet: AM Best rating actions and state DOI filings for carrier moves, CIAB and broker market reports for rates, vendor customer pages for tech adoption, brokerage press-release pages for hires. Plus the CRM connection, which unlocks every first-party signal at once.
One permit-aggregator trial in one state (the marketing lead's own example signal), then Dodge for project data at full strength. Each paid source enters through the same gate: the free version of the signal has to demonstrate pull-through to a submission conversation first.
The gate between phases is the same each time: a paid source only enters after the free version of its signal demonstrates pull-through to a real submission conversation. Sourcing spend follows evidence, not appetite for data.