Small firms holding client data, for cyber insurance

What it does

Every month: accountants, law firms and dental clinics in your cities, the new ones only, scored by xMap AI as buyers of cyber cover, with the owner or practice manager from Apollo, approved by you, into HubSpot.

In one sentence: Monthly on the 1st at 08:00, in Chicago and Houston, find accountants, law firms and dental clinics in the area, keep only new ones, score and rank them with xMap AI, keep those where fit score ≥ 60, find the Owner, Managing Partner and Practice Manager with Apollo, wait for approval, then create contact in HubSpot and email the list to you.

Why it is useful

Accountants, lawyers and dentists keep sensitive files and are often not covered for a breach. They are natural first buyers of cyber cover.

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 cyber insurer
• An insurance broker
• A small business insurer

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 60 minutes each time; it runs about 1 time a month, so it saves about 1 hours a month (an estimate). It is medium: 10 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. Firms holding client dataxMap 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 firm with xMap AIxMap AI · xMap LLMTell the AI what to do in plain words.
6. Fit score ≥ 60Logic · FilterKeeps only the items that match a rule.
7. Owner 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. Approve the firmsLogic · ApprovalStops the run until someone says yes.
9. Add them to HubSpotApp · HubSpotPowerful CRM that offers tools for sales, customer service, and marketing automation.
10. 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.