Key takeaways
- Independent versus captive is the split that matters most.
- Principals decide. Producers influence and often become principals.
- Lines of business (personal, commercial, benefits) define what they need.
Step by step
- Describe the people in one sentence. On Starter and above, search "owners and principals of independent insurance agencies in Texas" and BuzzAI reads real titles and company names instead of relying on industry codes. On Free, build the same list with 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 19 employees. Regional brokerages are 20 to 199.
- Choose the channel. Email and phone both work. Agency owners are used to being sold to, 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, reveal only the people you will contact, and export to a spreadsheet or your CRM. You are not charged when no email or phone exists.
| 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 to know
Captive agents carry the carrier's brand in their company name, which makes them easy to include or exclude. If you sell lead generation or marketing, they may still be buyers. If you sell agency management technology, they usually are not.
Commercial-lines and benefits agencies are larger, slower and more valuable accounts. Personal-lines agencies are quicker decisions and smaller deals.
