How do you build this list?
- Describe the people in one sentence. On Starter and above, search "owners and principals of independent insurance agencies in Texas". Buzz reads real titles and company names instead of relying on industry codes. On Free, use the filters in the table below.
- Use the right titles. Agency owner, principal, president, managing partner, agency manager, producer and account executive.
- Set the company size. Most independent agencies are 1 to 50 employees. Regional brokerages are 51 to 500.
- Choose the channel. Email and phone both work. Agency owners are sold to often, so lead with something specific to their book. Scrub numbers against the National Do-Not-Call Registry and your own do-not-call list before calling or texting.
- Save, reveal and reach out. Save the list and reveal only the people you will contact. Each reveal uses one contact from your monthly allowance. Export a spreadsheet, or on a paid plan have Buzz write the emails and send them through Buzz Send once you approve.
| Filter | What to use |
|---|---|
| Titles | Agency Owner, Principal, President, Producer |
| Company words | insurance agency, insurance group, brokerage, benefits |
| Exclude | Carrier names, if you want independents only |
| Location | State, since agents are licensed by state |
What should you watch for?
Captive agents carry the carrier's brand in their company name. They may buy lead generation or marketing, but rarely agency management software.
