Trucking and courier fleets for fleet insurance

What it does

Every month: trucking, courier and logistics companies in your region, graded by Jev as fleet insurance clients, the good ones with the fleet manager from Apollo, into HubSpot.

In one sentence: Monthly on the 1st at 08:00, in Warsaw, find trucking companies, courier services and logistics services in the area, decide with Jev, keep those where fleet_score ≥ 55, find the Fleet Manager, Operations Manager and Owner with Apollo, then create contact in HubSpot and email the list to you.

Why it is useful

Fleets are big policies. The fleet manager decides and renews every year.

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 commercial motor insurer
• A broker
• A telematics-based 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: 8 blocks.

The flow, block by block

1. On the 1st of every monthTrigger · ScheduleStarts the flow on a timetable.
2. Our regionWhere · Area of interestSets where the flow looks: countries, cities or specific places, or areas you draw on a map.
3. FleetsxMap 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. Grade them with JevxMap AI · Jev decisionAsks TypeSafe’s Jev model one typed question about each place: yes or no, pick one of your options, or a score on your levels.
5. Good clients onlyLogic · FilterKeeps only the items that match a rule.
6. Fleet manager 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.
7. Add them to HubSpotApp · HubSpotPowerful CRM that offers tools for sales, customer service, and marketing automation.
8. 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.