How We Work

We partner brokers in writing new business. We discuss with the broker the type of commercial business they are looking to write. This can be by
premium size, business sector (including schemes), geography and the like.

We then look at lists that match the broker’s specific target market and often incorporate the broker’s own database list. Our role is then to clean and validate this data, adding vital information such as the decision maker’s contact information and the renewal date. We have an excellent success rate for this, with typically over 40%-60% of contacts responding to validate their contact information and renewal date. This success rate proves our unique skill set in operating at the sharp end of the market as few can match these validation rates. When these Prospects enter their renewal period we re-contact them to seek an appointment with a member of the broker’s sales execs. Typically 10% of Prospects will agree to an appointment. The Prospect is now a warm lead and handed over to the broker for an initial meeting, leading to a quotation and close.

To see an example of how we work click here

To see an example of an appointment form click here

Excel Workflow

EXCEL WAS ESTABLISHED IN 1999. WE'VE SEEN THE GOOD TIMES AND TWO RECESSIONS AND WE'RE STILL GROWING. SO WE'RE DOING SOMETHING RIGHT.