• Automate new insurance client lead generation at massive scale—pinpoint & cross-sell prospects
  • Prioritized from your existing data plus external demographics
  • Custom-tailored to your agency’s or brokerage firm’s strategy, customers, and geography
  • Fully automated with robotic process automation (RPA) and AI

Yes, this is really possible!

Your agents or brokers all hunger for the same thing: Qualified, prioritized commercial property, professional liability, umbrella, auto, and life insurance leads who are most likely to buy.

In the old days (as in, “yesterday”), prospecting was tedious work: Scouring and scraping databases and CRMs, searching for needles in haystacks: Where’s the lowest-hanging fruit? Which policyholders are ripe for cross-sales? Which products? How do these prospects shake out by industry, by neighborhood, or city?

Now, The Lab has not only perfected this process. We’ve automated it. With RPA bots—enhanced with AI to deliver predictive advanced analytics, and machine learning to capture improvements.

Imagine the upside

Before we tell you how The Lab does this (don’t worry, we will), just think of the drool-worthy benefits:

  • New commercial and consumer policy prospects ranked by industry vertical, product mix, and geography
  • Existing policyholder records—cleaned, reconciled, and scored
  • Cross-sell targets prioritized by profitability, attrition risk, and likelihood to buy
  • Automated outreach to build prospect awareness and generate “warm” inquiries

Yes, this is really possible. It’s not science fiction. It’s a turnkey offering—available in just weeks—from The Lab, North America’s undisputed expert in intelligent automation for insurance agencies and brokerages.

How it works

There’s a lot of horsepower—and decades of insurance agencies and brokerage experience—under the hood of this solution.

It starts with powerful business-intelligence and predictive analytics, running atop The Lab’s patented Nano-Scale Standardizationof data and processes. Automatically, in the background, massive sets of numbers get cleaned, crunched, and sorted.

It works with your existing core technology, any agency management system, any policy admin system, and any document generation system. SalesForce, AMS 360, Applied Epic, Benefit Point, Insurity… you name it. And then we add even more power by connecting to external data sources such as ArcGIS, the U.S. Census Bureau, D&B/Hoover’s, and ZoomInfo—crunched into custom dashboards, ready to scour.

And then RPA bots from The Lab do the scouring. You don’t have to lift a finger.

Meet Your Insurance Brokerage's and Agency's Automated Commercial Policy Prospecting Team

He reconciles existing customer and account master tables. Eliminates duplicates. Adds demographic and geospatial meta-tagging.


He matches financial data—such as policy rate, number of policies in force, and risk score—to all policies, and then ranks them for profitability, risk, and “saturation,” or policies-per-customer.


She draws up lists of existing policyholders, grouping them into opportunities for targets and campaigns, and prepares ready-made lists for each segment.


She scours info from sources like ZoomInfo, and matches “deal segments” based on NAICS code/industry vertical, number of employees, annual revenue, and agency- or brokerage-relevant location.


The direct marketing is automatic, too

The same team of dashboards and bots can—and do—send out customized marketing campaigns to keep your sales funnel full. In fact, insurance agencies and brokers customers from The Lab have reported getting leads within hours of a single automated insurance policy lead generation campaign launch!

That translates to more life, commercial property, auto, umbrella, and professional liability policies bound. It adds up to significant revenue that’s currently just out of reach.

Results listed above are real life and typical in insurance agency and brokerage lead generation campaigns with The Lab!

We saved the best bot for last

He’s the one running the last leg of this robotic relay-race. Because he’s the one who creates user-friendly lists, and automatically sends out prioritized reports (including phone numbers and contact history) to the exact insurance agents who need them, matching leads to the responsible agent and nearest agency or brokerage, cc’ing sales managers as he does so.

See it for yourself in action

The best way to appreciate the power of The Lab’s unique RPA- and AI-enabled prospecting “team” is to see it for yourself.

We invite you to book your free, no-obligation 30-minute screen-share demo. You’ll see the dashboards and bots, hard at work. Get all your questions answered by our friendly experts. And see how The Lab delivers all this power remotely, from our U.S. offices in Houston, with nothing outsourced or offshored—in just weeks.

Simply call (201) 526-1200 or email to book your demo today!


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