Prospekteer is a commercial insurance prospecting platform built exclusively for independent agencies. It combines verified business data, real-time risk signals, AI-generated conversation briefs, and renewal radar to help producers know who to call, why to call them today, and exactly what to say before they pick up the phone.

How is Prospekteer different from a lead list?

Lead lists give you names and phone numbers. Prospekteer is a prospecting engine — every prospect arrives pre-loaded with risk signals, an estimated renewal window, likely coverage gaps, and an AI-written cold opener tailored to that specific business. You walk in already prepared instead of working a list.

Is there a free version of Prospekteer?

Yes. The Free tier includes 10 lifetime prospects with full enrichment and no credit card required. Paid plans start at $29 per month for the Starter tier with 150 prospects per month.

What does the Coverage Gap Detector do?

The Coverage Gap Detector identifies the most likely missing or underwritten coverage for each business based on its industry, size, and risk profile, then names the gap directly in your AI-generated cold opener so you can lead with a specific, useful insight rather than a generic pitch.

How does Renewal Radar predict renewal dates?

Renewal Radar estimates each prospect’s policy renewal window so producers can engage hot prospects at the right moment — well before their existing policy comes up for renewal, when the conversation still has time to land.

Does Prospekteer work with my agency management system?

Prospekteer provides AMS upload guides for major agency management systems and is building live integrations with EZLynx, AgencyZoom, and Applied Epic. Live AMS integration is included on the Agency+ tier.

Is Prospekteer for personal lines or commercial lines?

Prospekteer is currently focused exclusively on commercial lines prospecting. Personal lines support is on the roadmap for a future release.

Who is Prospekteer built for?

Prospekteer is built specifically for independent insurance agencies of one to ten producers. It is not designed for captive agents, enterprise carriers, or wholesale brokers.

Feature Spotlight · Renewal Radar

Hot prospects,
called at the right moment.

Most cold prospects won’t switch — except in the 60 days before their policy renews.

Renewal Radar estimates each commercial prospect’s policy renewal window so you reach out when they’re actually ready to talk. Not next quarter. Not last quarter. The right month.

Start free — 10 prospects, no card How it works

Available on the Free tier. Every prospect, no quota.

Renewal estimate on every prospect

Sort and filter by renewal proximity

Built for independent agencies

The problem

Most prospects aren’t shoppable
when you happen to call them.

Commercial policies are almost always one-year terms. For ten of those twelve months, the prospect has no reason to entertain a new conversation. They have a broker, a policy, and bigger things to do. The call that lands during those ten months is a polite no, every time.

The other two months are different. In the 30-90 days before a policy renews, the prospect is reading the renewal letter, looking at the rate increase, and quietly wondering whether to shop. That’s the window. A call that lands inside it is a conversation. A call that lands outside it is a voicemail.

Most cold outreach ignores this entirely. Calls go out to the list in alphabetical order, or by zip code, or by industry, or by whoever the producer happened to remember today. The prospects in their renewal window get the same call as the ones who just bound a fresh policy last week. Renewal Radar fixes the order.

How it works

Three steps. Every prospect.

Renewal Radar runs automatically on every prospect Prospekteer surfaces. By the time the prospect lands in your queue, the renewal estimate is already attached to the brief.

STEP 01

Profile the business

Reads each prospect’s industry, size, and operational footprint. Different industries follow different renewal patterns — a single-truck owner-operator and a fifty-bed senior-living facility live on completely different annual cycles.

STEP 02

Read the signals

Layers in operational and historical signals about that specific business. The same industry can carry very different renewal cycles depending on when the business started, how it grew, and how the line of business is typically structured at scale.

STEP 03

Estimate the window

Outputs a renewal-window estimate alongside a confidence tier. The window appears directly on the prospect card and feeds the queue ranking — so the prospects in their pre-renewal window rise to the top of the day’s outreach list.

In your workflow

The queue, ranked by renewal proximity.

Open Prospekteer at 8:00 a.m. The prospects most likely to be in their switch window this week are at the top. The ones months away are at the bottom. Work top-down and you’re calling people who are actually ready to talk.

TODAY’S QUEUE · Sorted by renewal proximity

5 of 23 shown

Pinecrest Roofing & Siding

Tampa, FL · 18 employees

~12d

In window

Northshore Industrial Cleaning

Cleveland, OH · 7 employees

~23d

Window opens soon

Crossroads Freight Services

Kansas City, MO · 11 trucks

~41d

Window opens soon

Lakeside Senior Living

Madison, WI · 84 beds

~67d

On deck

Triton Plumbing Group

Reno, NV · 9 employees

~88d

On deck

Scope

What Renewal Radar isn’t.

We’re honest about what the tool does and doesn’t do, because agents who trust their tools sell more with them.

NOT THIS

Not a calendar invite

Renewal Radar gives a window, not a date. Some prospects renew on the early edge of their estimated window, some on the late edge. The radar tells you when to start the conversation — not when to mail the binder.

NOT THIS

Not a quote engine

Knowing the renewal window does not generate a quote. You still bring your own carriers, your own appetite, and your own pricing. The radar surfaces the right week to call; what happens on the call is still your producer skill.

NOT THIS

Not policy data

Renewal Radar does not pull live policy data from carriers, agency systems, or BORs. It is a prediction layer, not a database query. The actual renewal date is verified in the conversation with the prospect.

NOT THIS

Not personal lines

Built exclusively for commercial lines, where renewal cycles are predictable and renewal-timing matters. Personal auto and homeowners renewal cycles work differently and are out of scope.

Frequently asked

Five questions agents ask first.

Q01

How accurate are the renewal-window predictions?

Accurate enough to materially change which prospects you call this week. Renewal Radar gives a window, not a calendar invite — typically a few weeks of likely renewal range. Some prospects renew earlier, some later, and a small number have already renewed in the current cycle. The window is correct often enough that calling within it is meaningfully more productive than calling at random.

Q02

What if a prospect just renewed and I missed the window?

Renewal Radar surfaces the next window too. Commercial policies are almost always one-year terms, so a prospect who just renewed is back in their pre-renewal window in about ten months. The radar tracks both the imminent window and the next one, so a missed prospect rolls forward into a future cohort rather than disappearing.

Q03

Can I filter or sort prospects by renewal proximity?

Yes. The prospect queue can be sorted by renewal-window proximity (soonest first), filtered to "in window" only, or grouped by renewal month. Most agents work the queue top-down by proximity; some prefer to batch outreach by month.

Q04

Is the renewal window visible on every prospect?

Yes. Every prospect surfaced in Prospekteer carries a renewal estimate alongside its other signals. Confidence varies by industry and available signal — the radar marks low-confidence estimates with a tier indicator so producers know when to weight it less heavily.

Q05

Is Renewal Radar available on the Free tier?

Yes. Renewal Radar runs on every prospect at every tier, including the 10 lifetime prospects on the Free tier. Paid tiers raise the monthly prospect quota; the renewal estimate is the same on every tier.

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