Bank branches as bancassurance partners

What it does

Every year: bank branches in your cities, grouped by bank, scored by xMap AI as bancassurance partners, with the head of bancassurance from Apollo, into HubSpot.

In one sentence: Monthly on the 1st at 08:00, in Ho Chi Minh City and Hanoi, find banks in the area, remove duplicates, score and rank them with xMap AI, sort them by fit score and keep the top 10, find the Head of Bancassurance and Head of Retail Banking with Apollo, then create contact in HubSpot and email the list to you.

Why it is useful

Banks sell insurance to customers they already have. The biggest networks are the best partners.

Who it is for

Insurance. Insurers, brokers and agents preparing for storms, building distribution, checking claims and growing commercial and health books. Every use case for insurance

Best use cases

• A life insurer
• A general insurer
• An insurance consultancy

What each run gives you

• New leads in HubSpot

The time it saves

Monthly on the 1st at 08:00. Doing the same work by hand takes about 90 minutes each time; it runs about 1 time a month, so it saves about 2 hours a month (an estimate). It is medium: 9 blocks.

The flow, block by block

1. On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
2. Our citiesWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
3. Bank branchesxMap data · Nearby placesPlaces around a point from xMap’s own places database (300M+ places, refreshed every month): pick the types of place (more than 5,000, such as Restaurant, Cafe, Pharmacy, Hospital or Gas station, or a whole group of them) and how far to look.
4. One per bankLogic · Remove duplicatesKeeps one of each item when the same one arrives more than once, for example from two searches that overlap.
5. Score each bank with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
6. Best 10 firstLogic · Sort and limitPuts the items in order, and can keep only the first ones: the 10 best rated, the 20 nearest, the highest fit scores.
7. Head of bancassurance from ApolloYour data · ApolloThe people to talk to at each company, and the company’s details, from your own Apollo account (apollo.io): decision makers by job title with their LinkedIn and work email; or the company’s size, industry, revenue and LinkedIn page; or a person from their email.
8. Add them to HubSpotApp · HubSpotPowerful CRM that offers tools for sales, customer service, and marketing automation.
9. Email me the resultsAction · EmailSends one email per run with all the items, or one email per item.

Every block can be changed after you use the template: the city, the type of place, the score, where the results go.

Use it now

Answer a few questions, enter your work email, and it runs in your own account, kept running until you pause it. Use this template.