Contractor bond and workers' comp renewal leads
A contractor's surety bond or workers' comp policy on file is set to cancel or expire.
20,487
bond and comp dates under 60 days. California.
New insurance agency leads for carriers and MGAs
A new insurance agency gets its license, before it has picked its carriers.
1,574
insurance agencies licensed
- Where
- Texas, 90 days
- Same pull
- 898 with no carrier appointment on file yet
- Pulled
The moment
An agency license is the day an insurance agency legally begins. The record shows the carriers that have formally appointed it and the licensed person responsible for it.
An agency with no appointment on file hasn't chosen its markets yet. That's the call a carrier, an MGA or a wholesaler wants to make first. An agency with three appointments shows you which competitors already have paper in it.
Who it's for
- Carriers and MGAs appointing new agencies
- Wholesalers and surplus lines brokers
- Agency networks, aggregators and IMO/FMO recruiters
- Agency management systems and comparative raters
- E&O carriers
- Licensing and compliance services for agencies
What you get
- Every agency licensed for the first time in your window
- The carrier appointments on file, and the date each one took effect
- Agencies with no appointment yet, flagged
- The responsible person named on the license
- Agencies from other states licensing in, marked apart
The outcome
Your marketing reps call a new agency before its first appointment, while every market is still on the table. Your recruiters see each week which new shops have the fewest carriers in them.
Questions buyers ask
- What's an appointment?
- It's a carrier's formal designation of an agency, on file with the state. It isn't a measure of business written. It tells you who the agency can place with today.
- Why do out-of-state agencies show up?
- Established agencies license into a new state when they expand. They're choosing local markets at that moment, the same as a brand-new shop.
- Do you include captive agencies?
- No. Captive and franchise units, carriers, banks and household names are taken out. They don't pick their own markets.
Related machines
Open the machine
New RIA leads from newly registered advisory firms
A new investment advisory firm's registration takes effect.
463
advisory firms registered. United States, 90 days.
Real estate brokerage leads: who's signing agents
A brokerage signs an agent, or gets its own brokerage license.
8,205
agents signed with a brokerage. Texas, 90 days.
Four ways to work with the Index
- 1
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- 2
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- 3
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- 4
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