Sequences

What happens after the first email: the follow-up steps, written by the agent, approved and sent by the underwriter. Every reply is logged, so the funnel is measured, not guessed.

38 in a cadence · 38 due nowLive

What the underwriters are telling you

Every draft gets approved or rejected by an underwriter who knows the market better than any scoring rubric. Once there are 5 decisions, this panel reads them back as targeting advice: which practice, which trigger, and which firm the underwriters keep saying no to.

1 of 5 decisions so far. Nothing here is inferred until then, because three rejections is not a pattern.

In a cadence

38 all time

Due now

Next step is ready to write

Completed

Every step sent

Event trigger

Top 5 brokers at each signalled firm. Free, no model call.

Cadence builder

Audience

0 touches · 6 nodes

Add

◎

Signal fires

Entry point

A project award at a firm's client

✳

Agent email

Agent writes · underwriter sends

Lead with the project

◔

Wait

4 days

then wait

✳

Agent email

Agent writes · underwriter sends

Reply with the pricing angle

◔

Wait

6 days

then wait

✳

Agent email

Agent writes · underwriter sends

Close the loop

100%

The canvas

Drag a node: reposition the touch
Drag the yellow dot: connect to the next touch
Hover a link: insert a wait or remove it
Click a node: edit it

Every touch is drafted by the agent, emails, LinkedIn DMs, call talking points, the underwriter sends or dials by hand.

Auto-enroll on these signals

Pick none and this cadence only runs when you enroll someone by hand.

Drag from the yellow dot to connect · ⌘ or ctrl + scroll to zoom · drag the canvas to pan

The cadences

New project, new risk

Enrolls on: A project award, groundbreaking, or financing at a firm's client

0 enrolled

day 0
Lead with the project0 written · 0 sent · 0 replied
Open with the specific project in one sentence. Say Shepherd writes that class and what the underwriter would need to indicate inside 24 hours.
day 4
Reply with the pricing angle0 written · 0 sent · 0 replied
Reply in the same thread. One new fact: the jobsite-technology credit and the loss data behind it, tied to the contractor type on that project. Ask again for the submission.
day 10
Close the loop0 written · 0 sent · 0 replied
Short break-up note. Offer to be the fast second opinion on the next placement instead. No guilt, no summary of prior emails.

Reply rate n/aInterested 0By hand

Audience: Construction practice brokers at the firm tied to the project.

New broker, new markets

Enrolls on: A hire or promotion into a construction or energy practice

21 enrolled

day 0
Congratulate, then appetite0 written · 0 sent · 0 replied
One line on the move, then what Shepherd writes and the 24-hour indication. Offer a 15-minute appetite call.
day 5
Send the one-pager0 written · 0 sent · 0 replied
Reply with three risk classes Shepherd wants from their book and the product fit for each. Concrete, no adjectives.
day 12
Leave the door open0 written · 0 sent · 0 replied
Brief close. Name the underwriter as their direct line for the next construction risk.

Reply rate n/aInterested 0By hand

Audience: The person hired, plus the practice leader.

A market pulled back

Enrolls on: A carrier exit, capacity cut, or rate action on construction or energy

0 enrolled

day 0
Name the gap0 written · 0 sent · 0 replied
Name the carrier move and the class affected. Say Shepherd has capacity there on Intact A+ paper and can indicate in 24 hours.
day 3
Make it easy0 written · 0 sent · 0 replied
Reply with exactly what to send for a fast indication (loss runs, schedule, a sentence on tech in use). Keep it to five lines.
day 9
Close the loop0 written · 0 sent · 0 replied
Short close. Offer to quote the next renewal that carrier non-renews.

Reply rate n/aInterested 0By hand

Audience: Brokers at firms most exposed to that carrier.

High fit, no signal

Enrolls on: Fit score 80+ at an office that has never sent a risk

17 enrolled

day 0
Lead with their practice2 written · 0 sent · 0 replied
Open with what their practice places and which of it Shepherd writes. Speed plus differentiated pricing, once. Ask for the next construction risk that crosses their desk.
day 6
One proof point0 written · 0 sent · 0 replied
Reply with one case: a placement type, what the indication took, what the credit did to the premium. No names unless public.
day 14
Close the loop0 written · 0 sent · 0 replied
Brief close with the underwriter's direct line.

Reply rate n/aInterested 0By hand

Audience: Practice leaders and senior producers.

Who is in one

Alliant Insurance Servicesactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
Alliant Insurance Servicesactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
Alliant Insurance Servicesactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
Aonactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
Aonactivesignal
High fit, no signal · sent 0 of 3 · 1 written · enrolled Aug 20 · next 5d overdue
Aonactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
Aonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
Aonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
Aonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
McGriffactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
McGriffactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
McGriffactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 5d overdue
USI Insurance Servicesactive
High fit, no signal · sent 0 of 3 · 1 written · enrolled Aug 25 · next today
Alliant Insurance Servicesactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Alliant Insurance Servicesactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Alliant Insurance Servicesactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Alliant Insurance Servicesactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Alliant Insurance Servicesactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
USI Insurance Servicesactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
USI Insurance Servicesactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
USI Insurance Servicesactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
USI Insurance Servicesactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
USI Insurance Servicesactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Locktonactivesignal
New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Aonactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Aonactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Aonactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Aonactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today
Aonactivesignal
High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next today