Put this into practice with Resquared
Resquared is the AI sales platform built for selling to local businesses: the most complete local business database, verified contacts, and outreach written and followed up in your name.
- Verified emails and phone numbers, with owner and staff names on premium plans
- Filter by radius, category, business size, hours and recent reviews
- AI writes each email in your name from the business's own details
- Automated follow-ups that stop when someone replies; replies land in your inbox
Every digital footprint of every brick-and-mortar business, resolved into one record and checked source by source.
See how it worksStart with your market question: which businesses fit your insurance appetite, in what territory, and for which specific coverage need? Resquared lists 14,786,458 active local businesses in the US and Canada, and 87% of listed businesses are independent.
Use AI search to describe the business category, geography, exclusions, and need for an email and phone number. Review the filters and map before saving the list. Keep the first batch broad enough to learn, but put materially different categories in separate campaigns.
Write a short, casual, plain-text email in the language that owners use. Mention one category-specific insurance issue, add a truthful local or business detail, and ask an easy yes-or-no question, such as whether you should send a checklist. A general inbox often reaches the owner at an owner-run business.
Use managed sending addresses rather than your agency's primary domain. Send a 3-email sequence with follow-ups roughly three days apart, and support it with calls to the public business number. When someone replies, call the same day if possible and take over personally.
What to do
- Choose one business category, practical territory, coverage issue, and desired next step.
- Search for businesses that fit your appetite, add exclusions, and review the filters and map.
- Create a separate campaign for each materially different category.
- Send a short plain-text sequence through managed sending infrastructure, then make focused calls to the same businesses.
- Track qualified conversations, quote opportunities, and bound accounts, then expand the segments that produce useful outcomes.
Related questions
What should the first email say?
Explain why you chose that type of business, name one concrete insurance issue you can review, and ask an easy question such as, "Should I send the checklist?" Keep links and attachments out of the first email.
Will a general business email reach the owner?
At an owner-run, single-location business, the general inbox often reaches the owner or another decision-maker. For a larger organization, look for the person responsible for insurance or operations.
Is the prospect list exclusive?
Public business records cannot guarantee that no other agent will contact the same company. Your category focus, local relevance, message, and follow-up process are yours and can keep you from competing for the same purchased inquiry.