Access Commercial Renewals Before They Go to Market
Get in front of commercial renewals 60–90 days before they hit the market.
See who is renewing, when they’re making decisions, and why they may switch — all before it becomes a lead.
Most brokers compete at renewal.
Our clients start before it.
Built for brokers who want earlier conversations, better positioning, and higher close rates.
This Isn’t Lead Generation — It’s Market Visibility
Most brokers are forced to compete after accounts go to market.
By then:
- Incumbents are entrenched
- Pricing pressure is high
- and you’re one of many quotes
Renewal Intelligence changes that.
We give you visibility into:
- who is renewing
- when decisions are happening
- and where accounts are vulnerable
So you can engage before the market forms.
How Brokers Win Before the Market Moves
A repeatable system to get in front of the right accounts before your competitors — and win more business with less wasted outreach.
Identify Renewal Windows
Find policies before they go to market
We map commercial renewal timelines so you know when accounts enter decision cycles.
Validate Decision-Makers
Reach the person who controls the decision
We verify key contacts so your outreach goes directly to decision-makers — not assistants, gatekeepers, or outdated records.
Add Context & Intelligence
We layer in real-world insights from conversations
— giving you leverage before outreach.
We surface real buying signals like growth, pricing pressure, or dissatisfaction so your team prioritizes opportunities that are actually in play.
Engage Early & Close Stronger
You enter the conversation before competitors even know it exists.
Receive complete prospect profiles with contact data, renewal timing, and context so your producers can engage immediately and close faster.
Access Levels Based on Intelligence Depth
Start with visibility. Scale into full pipeline development.
Foundation Access
$
1450
/ month
- See renewals before your competitors do
- INCLUDES
- Renewal Cycle Visibility & Exclusivity
- Policy Timing (By Month)
- Verified Business Data
- Early-Stage Opportunity Identification
- Best for: Teams doing their own outreach
Renewal Intelligence
$
2750
/ month
- Know who to contact, when to reach out, and why they may move
- INCLUDES
Everything in Foundation, Plus: - Verified Decision-Maker Contacts
- Intelligence Notes From Real Conversations
- Buying Intent Indicators
- Priority Data Delivery
- + Appointment Setting Add-On Access
- Best for: Brokers who want higher conversion rates, not more volume
Pipeline Development
$
5495
/ month
- Turn intelligence into consistent deal flow
- INCLUDES
Everything in Renewal Intelligence Plus: - Sales-ready Opportunity Profiles
- Conversation Context & Positioning
- Opportunity Prioritization
- + Live Renewal Opportunities Add-On Access
- Best for: Agencies focused on predictable production growth.
This Isn’t About Volume — It’s About Timing
You don’t need more leads.
You need to get in front of the right account at the right time with the right context.
Close one, and the system pays for itself.
Close a few, and it becomes a growth engine.
Add-On Services
Live Renewal Opportunities
*Pipeline Only
$
450
Each
- Direct live transfer access to high-intent accounts ready for conversation.
Appointment Setting
* Renewal & Pipeline Only
$
200–400
/Qualified meeting
- Only pay for qualified booked conversations.
Dedicated Intelligence Researcher
$
2500
/month
- A focused resource aligned to your target accounts.
Exclusive Market Intelligence
$
1500-4500
/month
- Lock down geographic or industry segments.
Producer Prospecting Support
Custom
- Full outreach layer built on top of intelligence.
Request Access to Renewal Intelligence
Most brokers don’t have a closing problem — they have a timing problem.
Too much time is spent chasing accounts that:
- aren’t renewing
- aren’t decision-makers
- or aren’t open to change
Renewal Intelligence gives you early visibility, verified contacts, and real context — so your team spends time where it actually matters.
Access is limited based on market and territory.
Access is limited based on market and territory. If approved, we’ll walk you through available opportunities in your area.