Workflow · Producers
Prospecting
Turns a market segment into a ranked, source-cited list of target companies and the senior executives most relevant to risk control, loss control, risk engineering, safety, and claims. Research runs one company at a time with a review loop, so you confirm each company's executives before the final list is built. Every executive is backed by a citation.
What goes in
Your target segment — brokers, carriers, or both; the ranking basis; geography; and which executive functions to focus on.
What you get
A source-cited table of target companies and their key risk/loss-control/claims executives, plus a data-quality summary.
How it works
- 1Setup: choose brokers, carriers, or both; the ranking basis; U.S. scope; and the executive functions you care about.
- 2Company-by-company research: for each company SoterAI finds the five most relevant senior executives, with title, function, location, profile link, source, and a confidence level.
- 3Review loop: after each company you can accept the list, swap executives, search deeper, or move on — nothing is finalized without your review.
- 4Final list: results are assembled into a structured, fully cited table with a summary of data quality and recommended follow-up research.
Related pages
What this workflow delivers
A source-cited table of target companies and their key risk/loss-control/claims executives, plus a data-quality summary.
3+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off