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Broker GTM

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.

39 in a cadence · 39 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
39
39 all time
Due now
39
Next step is ready to write
Completed
0
Every step sent
Event trigger

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

Cadence builder

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. Context-tier signals, loss events among them, are not offered: the signal book argues them out of outreach entirely.

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
  1. day 0
    Lead with the project0 written · 0 sent · 0 replied
    Open with the specific project in one sentence. Say the carrier writes that class and what the underwriter would need to indicate inside 24 hours.
  2. 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.
  3. 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

22 enrolled
  1. day 0
    Congratulate, then appetite1 written · 0 sent · 0 replied
    One line on the move, then what the carrier writes and the 24-hour indication. Offer a 15-minute appetite call.
  2. day 5
    Send the one-pager0 written · 0 sent · 0 replied
    Reply with three risk classes the carrier wants from their book and the product fit for each. Concrete, no adjectives.
  3. 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
  1. day 0
    Name the gap0 written · 0 sent · 0 replied
    Name the carrier move and the class affected. Say the carrier has capacity there on the carrier partner A+ paper and can indicate in 24 hours.
  2. 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.
  3. 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
  1. day 0
    Lead with their practice2 written · 0 sent · 0 replied
    Open with what their practice places and which of it the carrier writes. Speed plus differentiated pricing, once. Ask for the next construction risk that crosses their desk.
  2. 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.
  3. 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 57d overdue

  • Alliant Insurance Servicesactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • Alliant Insurance Servicesactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • Aonactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • Aonactivesignal

    High fit, no signal · sent 0 of 3 · 1 written · enrolled Aug 20 · next 57d overdue

  • Aonactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • Aonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • Aonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • Aonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • McGriffactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • McGriffactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • McGriffactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 20 · next 57d overdue

  • USI Insurance Servicesactive

    High fit, no signal · sent 0 of 3 · 1 written · enrolled Aug 25 · next 52d overdue

  • Alliant Insurance Servicesactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Alliant Insurance Servicesactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Alliant Insurance Servicesactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Alliant Insurance Servicesactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Alliant Insurance Servicesactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • USI Insurance Servicesactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • USI Insurance Servicesactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • USI Insurance Servicesactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • USI Insurance Servicesactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • USI Insurance Servicesactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 1 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Locktonactivesignal

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Aonactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Aonactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Aonactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Aonactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Aonactivesignal

    High fit, no signal · sent 0 of 3 · 0 written · enrolled Aug 25 · next 52d overdue

  • Marshactive

    New broker, new markets · sent 0 of 3 · 0 written · enrolled Sep 18 · next 28d overdue