Insurance Agents & Agencies
 

 
We offer two programs for insurance companies depending on the type of prospecting program chosen. We're sure one or both of the programs will work for you and help expand your client-base.

1. X-Date Program

This program is designed specifically for the property and casualty insurance product. The program is a listing of homeowners whose first anniversary in their home is approaching. This listing is sent to you 90 days prior to the homeowners anniversary date to enable you to contact them before they have renewed their current policy. This allows you to market to these homeowners prior to their first yearly renewal, and, hopefully, gain their business.

2. New Homeowner Program

This program is a listing of homeowners who have recently purchased a home. This listing works well for life, disability, and mortgage term insurance. Often when a homeowner is new to the area, they will need and will be shopping for these types of insurance products. By contacting them early, you will get a head start above your competition and increase your chances of the homeowner choosing to conduct business with you since you reached out and contacted them.

 
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