New business prospects for insurance agents and brokers

Find prospects that fit your offer

A formation is not evidence that a business is uninsured or needs a particular policy. Some companies already operate under another entity or have an adviser. Start with the business activity and an appropriate conversation, rather than a predetermined coverage recommendation.

Services you could help a business with

Commercial and professional liability

Research the actual products, services and operating model before discussing a coverage review within your professional scope. An entity type is not an underwriting classification.

Cyber and business property

Verify digital operations, premises and relevant assets. A published address does not prove occupancy, ownership or the property being insured.

Workers’ compensation and commercial auto

Check employee and vehicle information through an appropriate discovery process. Do not infer either from a registration or business name.

Useful fields for your research

Entity name, status and filing date

Identify the legal business and the event, then check its trading identity and current operations.

Purpose and principal address where available

These help direct research. Confirm the actual services and locations rather than quoting from unverified assumptions.

Named roles and available phone or email

Research who handles insurance decisions. Registry roles and appended contact matches do not prove purchasing authority.

Fields vary by state and record. Read the field guide and review a sample before relying on a column. Formation state, agent address and operating location are different facts.

A practical qualification workflow

1. Choose states and business segments within the territory and professional scope you serve.
2. Research the entity, trading name, public operations and any existing business group.
3. Check whether there is a relevant reason for a review, such as publicly described operations or a verified location change.
4. Verify the contact and ask about current needs before discussing products, quotes or eligibility.
5. Track qualified conversations and agreed next steps, rather than counting every formation as an insurance opportunity.

Two ways to use the signal

Illustrative scenarios · not customer results

An example first approach

Illustrative message · use verified observations

Hello, I saw your public announcement about the new workspace. We work with businesses reviewing commercial coverage as their operations change. If a review is on your agenda, would you like a brief conversation about the information we would need?

Verify the public announcement and use this only within your appropriate territory and professional scope. The example does not recommend a policy.

Use an appropriate contact channel and your normal outreach, opt-out and suppression processes. Having a record does not establish a need or guarantee a response.

Choose your next step

• Read the prospecting guide
• Compare sources
• Understand record fields

Research state-specific availability

These guides explain differences in published records. A listed state is not confirmation of active delivery; coverage is confirmed before activation.

• Florida guide
• Texas guide
• Michigan guide