Independent brokers and agencies to distribute our products

What it does

Every quarter: independent insurance brokers and agencies in your country’s cities, scored by xMap AI as distribution partners, with the principal from Apollo, into HubSpot.

In one sentence: Monthly on the 1st at 08:00, in Manila, find insurance brokers and insurance agencies in the area, keep only new ones, score and rank them with xMap AI, keep those where fit score ≥ 55, find the Principal, Owner and Managing Director with Apollo, then create contact in HubSpot and email the list to you.

Why it is useful

Independent brokers sell to clients the insurer cannot reach. The best ones grow a book fast.

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

• An insurer’s broker team
• An MGA
• An insurtech building distribution

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, so it saves about 6 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. Main citiesWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
3. Brokers and agenciesxMap 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. Only new onesLogic · Only newLets through only the items this flow has not found before, so a daily flow sends only what is new.
5. Score each one with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
6. Fit score ≥ 55Logic · FilterKeeps only the items that match a rule.
7. Principal 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.