DFY outbound for commercial insurance brokers

The only cold email system built for commercial insurance brokers.

We find the right prospects, write emails in your voice, handle every reply, and put qualified meetings on your calendar. You just close.

60-day guarantee: 5 qualified meetings or full $1,500 refund
Book your free strategy call

15-min call. No commitment. We'll map your ideal commercial prospects.

David O.Emma R.James C.Rachel K.Sarah M.

Trusted by 120+ broker campaigns

Sound familiar?

Every broker hits the same wall.

01

Referrals dried up

One great quarter, then silence. Every quiet month is $10K-$50K in commercial policies you'll never see.

02

Generic outreach kills trust

One bad email to the wrong CFO and your reputation takes months to rebuild. Insurance buyers smell spam instantly.

03

The tech stack is a full-time job

You didn't become a broker to manage DNS records, inbox warmup, sending limits, and deliverability dashboards.

04

You can't scale without losing your voice

Hiring a VA or using a generic tool means cookie-cutter emails. Your prospects can tell it's not you.

Done for you

You bring 30 minutes. We handle the rest, forever.

What you do

Total: ~30 minutes

  • Share 3-5 sample emails so we capture your voice
  • Tell us your target market, geography, and carriers
  • Take the meeting when a qualified prospect books

What ColdBot handles

Ongoing, every day

  • Prospect research from real buying signals (hiring, expansion, OSHA, fleet growth)
  • Lead filtering and email verification
  • Voice profile extraction — emails match your exact tone
  • AI email writing personalized to each prospect's trigger
  • Quality gate: 45+ banned AI words stripped before send
  • Spam scoring and deliverability checks
  • 5 sending domains + 15 inboxes, provisioned, DNS configured, warmed
  • Campaign launch and scheduling — 200-700 emails/day
  • Reply classification into 7 categories, 60-70% handled automatically
  • Weekly performance reports with video commentary

The complete process

From first call to booked meetings. Every step handled.

Here's exactly what happens after you book your strategy call. You do step 1. We do the other 7.

30 min
01

Discovery Call

We learn your voice, appetite, ideal accounts, and carrier strengths.

2-3 weeks
02

Infrastructure Setup

5 domains, 15 inboxes, SPF/DKIM/DMARC, warmup. You touch nothing.

Ongoing
03

Lead Research

AI finds prospects with real buying signals: hiring, expansion, OSHA, fleet growth.

Automated
04

Filtering & Verification

Bad data removed. Only verified decision-makers with active insurance needs.

Per prospect
05

Email Writing

AI writes in your voice. Every email references a specific trigger. No templates.

Every email
06

Quality Gate

De-slop linter strips AI tells. Spam checker validates deliverability. Generic = rejected.

200-700/day
07

Campaign Launch

Personalized emails from warmed inboxes. 5-email sequence with breakup.

24/7
08

Reply Handling

7-bucket classification. Interested → your calendar. Objections → handled. OOO → paused.

Testimonials

Real results from real agencies.

We were stuck at 3 referral meetings a month. ColdBot added 7 booked calls in the first 30 days — all commercial property accounts in our sweet spot.


David Okafor

David Okafor

Principal, Okafor Risk Group · Atlanta, GA

7 meetings in first month

I was skeptical about cold email for insurance. The emails actually sound like they came from our team. Two clients closed in the first quarter from ColdBot leads.


Emma Rodriguez

Emma Rodriguez

VP of Growth, Pinnacle Insurance Partners · Miami, FL

2 clients closed in Q1

The reply classification alone saved us 10 hours a week. We only step in when someone is genuinely interested. Everything else is handled.


James Chen

James Chen

Managing Partner, Pacific Shield Brokerage · San Francisco, CA

10 hrs/week saved

Performance

Numbers, not promises.

0%

Avg open rate

Industry avg: 20-30%

8-14%

Positive reply rate

Generic cold email: 1-3%

3-9

Meetings / client / month

~14 days

Time to first reply

After warmup completes

4.8x

ROI on first closed deal

$1,500 setup → $7,200+ commission

0 days

Guarantee window

5 meetings or full refund

One closed commercial policy = $1K-$15K/year in commission.

Your $1,500 setup pays for itself with a single deal.

Pricing

Pay for meetings, not software.

DIY cost (if you build this yourself)

  • Smartlead / Instantly subscription$200/mo
  • 5 domains + 15 Google Workspace inboxes$155/mo
  • Lead data provider (Apollo/ZoomInfo)$150/mo
  • Insurance copywriter$2,000+/mo
  • VA for reply management$500/mo

Total per month$3,000+

ColdBot

$1,500

One-time setup

$250

Per qualified meeting

5 qualified meetings in 60 days or full $1,500 refund

  • Full cold email strategy for your market
  • Prospect research from real buying signals
  • 5 domains + 15 inboxes, provisioned & warmed
  • DNS, SPF, DKIM, DMARC — configured and monitored
  • 5-agent AI pipeline: research, voice, writing, linting, spam check
  • Reply classification across 7 categories
  • Read-only dashboard with live stats
  • Weekly video performance report
  • Month-to-month. 7-day cancellation.

FAQ

Common questions

Ready to stop waiting for referrals?

We work with a limited number of brokers per market. Once your territory is taken, we won't sell the same campaign against you.

1Book your call
215-min strategy session
3We map your ideal prospects
4Setup begins in 48 hours
Claim your market

15-min call. No commitment. No pitch.