Legal, insurance & compliance
How to find clients for business insurance
New businesses and trades with vans, staff or premises need cover — and many are under-insured until something goes wrong.
For commercial insurance brokers and agents. Six steps, from the first search to the last follow-up.
- 1
Search Google Maps for these businesses
Run each search in the city you sell to. These are the trades that buy this most.
ContractorsRestaurantsLandscapersTrucking companiesCleaning servicesGymsRetail stores - 2
Keep the ones that are ready to buy
- Highly Rated
- At least 4.7 stars from 25 or more Google reviews.
Leave out: Large firms with a dedicated risk manager.
- 3
Open on the right channel
Email or a call; offer a free cover review at renewal time.
- 4
Lead with one thing you noticed
- Public liability, vans, tools and premises in one policy.
- A review often finds gaps and savings at the same time.
- Fast claims handled by a person, not a call centre.
- 5
Send an opener like this one
Opening messageHighlighted parts are filled in for each businessHi contact name, Many businesses like business name in city find gaps in their cover only when they need to claim. We review commercial policies for free and usually find savings too. Would a quick cover check before your renewal be useful? Best, sender name
- 6
Follow up twice, then stop
- Day 3: the five covers most businesses in their trade need.
- Day 7: a reminder offer timed to typical renewal.
Run it in Leads Ranger
The whole playbook, done for you.
Raptor sweeps Google Maps for the searches above, city-wide, and reads each business's own website for its real email. Every lead lands tagged with the signs from step 2, and your AI agent writes the opener for each one.
Connect Claude or ChatGPT and your assistant reads this playbook as a Skill, so “find me clients” already knows who to look for.
More playbooks · Legal, insurance & compliance
Free during the open pilot
Run this playbook in your city.
Name the trade and the city. Leads Ranger finds the businesses, reads their websites for real emails and drafts the opener. No credit card.
No credit card required
Free during the open pilot