Workflow · Producers
Signal Finder
Finds warm insurance prospects by researching five categories of public buying signals — ownership changes, carrier rate increases and withdrawals, OSHA citations, new business formations, and expansion — through public web sources, then scores, deduplicates, and packages them as prioritized prospect records with suggested outreach.
What goes in
Target region, industry, and company size, plus which signal categories to monitor.
What you get
A prioritized prospect report — per prospect: the signal, a source link, priority, likely insurance lines, and a suggested outreach opening.
How it works
- 1Define the target: region, industry, and company size, and which of the five signal categories to monitor.
- 2Research: SoterAI runs parallel web research for each signal — ownership changes, carrier rate/withdrawal events, OSHA citations, new formations, and expansion.
- 3Score and dedupe: prospects are deduplicated by name and address and scored URGENT / HIGH / MEDIUM, with multi-signal hits ranked higher.
- 4Report: a prioritized prospect list with the signal, source link, likely insurance lines, and a suggested outreach opening for each.
Related pages
What this workflow delivers
A prioritized prospect report — per prospect: the signal, a source link, priority, likely insurance lines, and a suggested outreach opening.
4+ hours
- Guided step by step, no blank page
- Owners and follow-up on every run
- Human review before sign-off