Commercial insuranceBusiness development for commercial insurance brokers

Reach businesses as their risk changes, well before renewal.

In-market data, an AI business development agent, or the whole platform. Tell us what you need, and this page shows you how it works.

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How In-Market Data helps commercial insurance

Know who is most likely to need you next.

Sam reads millions of signals a month from hundreds of sources, weighs them for property and casualty, and ranks the businesses most likely to review their property and casualty program, with the decision-makers and a warm way in.

Sam reads millions of signals a month from hundreds of sources, weighs them for cyber and professional lines, and ranks the companies most likely to need cyber or professional coverage, with the decision-makers and a warm way in.

Sam reads millions of signals a month from hundreds of sources, weighs them for construction and surety, and ranks the contractors most likely to need new coverage or bonding, with the decision-makers and a warm way in.

Food manufacturer · about 520 people · Fresno, CA

83

Most likely in-market for property and product coverage

  • PermitsNew production plant permitted
  • SBA lendingLarge facility loan recorded
  • Press releaseExporting to new countries
  • Hiring patternFood safety and quality roles added
  • LeadershipNew VP of Operations

Who decides CFO · VP of Operations · Risk Manager

Regional distributor · about 340 people · Columbus, OH

82

Most likely in-market for property, fleet, and liability

  • Property recordsNew warehouse purchased
  • FleetDelivery trucks added this year
  • Hiring patternDrivers and warehouse roles up
  • LeadershipNew CFO hired
  • Press releaseNew regional customers announced

Who decides CFO · VP of Operations · Risk Manager

Hotel group · 7 properties · Savannah, GA

77

Most likely in-market for property and liability coverage

  • Property recordsTwo hotels acquired
  • PermitsRenovation permits filed
  • Weather exposureCoastal properties added
  • LeadershipNew COO hired
  • Press releaseExpansion plan announced

Who decides CEO · COO · CFO

Tech company · about 260 people · Seattle, WA

78

Most likely in-market for cyber and professional liability

  • Government contractsFirst public sector contract
  • Private placementNew round filed
  • Press releaseEnterprise clients in regulated industries
  • Hiring patternSecurity roles added
  • Growth trajectoryHeadcount up 40%

Who decides CFO · General Counsel · CISO

Health tech company · about 180 people · Nashville, TN

82

Most likely in-market for cyber and errors and omissions

  • Private placementSeries B filed
  • RegulatoryNew privacy rules take effect next year
  • ContractsHospital contracts require higher limits
  • LeadershipFirst CISO hired
  • Hiring patternSecurity roles posted

Who decides CFO · CISO · General Counsel

Accounting firm · about 120 people · Minneapolis, MN

76

Most likely in-market for professional liability

  • M&A activityMerged with a smaller firm
  • Growth trajectoryNew advisory practice launched
  • LeadershipNew managing partner
  • Hiring patternAdvisory roles posted
  • Press releaseNew offices announced

Who decides Managing Partner · COO

Construction company · about 380 people · Charlotte, NC

88

Most likely in-market for fleet, liability, and surety

  • Government contractsPublic works awards in 3 new states
  • Fleet40 vehicles and heavy equipment added
  • PermitsNew project permits filed
  • Hiring patternField crews up 30%
  • SBA lendingEquipment financing recorded

Who decides President · CFO · Risk Manager

Civil contractor · about 220 people · Austin, TX

82

Most likely in-market for bonding for public work

  • Government contractsShortlisted for state highway work
  • Hiring patternProject managers and operators posted
  • EquipmentHeavy equipment financed
  • LeadershipNew CFO from a larger contractor
  • PermitsNew yard permitted

Who decides President · CFO · Estimating Lead

Electrical contractor · about 90 people · Phoenix, AZ

77

Most likely in-market for liability and builder’s risk

  • PermitsData center projects permitted nearby
  • ContractsNew general contractor partnerships
  • Hiring patternElectricians hired in volume
  • FleetService vans added
  • LeadershipSafety Director hired

Who decides Owner · CFO · Safety Director

Illustrative examples. Real ones in your market are shown on the call.

Your data, your choice

Send it anywhere you work.

In-Market Data plugs into the system you already use, or into Sam.ai. The option is yours, and you can change it any time.

Option 1

Your own system

Keep your CRM, dialer, and workflow. Companies, decision-makers, and the warm way in arrive where your team already works.

  • Salesforce
  • HubSpot
  • Microsoft Dynamics
  • Pipedrive
  • Zoho
  • Your dialer
  • A spreadsheet
  • and more

Option 2

Sam.ai

Let Sam act on it, with your approval on every send.

Agent SamReaches out to each company for youSam OSRuns outreach, deals, and marketing on one record

Use one, the other, or both.

  • Works with any system you choose
  • Or with Agent Sam and Sam OS, your call
  • Exclusive data sets, limited seats in every market

Priced per marketSome markets are already spoken for

Book a discovery callExplore In-Market Data →

How Agent Sam works for commercial insurance

Let an AI business development agent do the prospecting.

Agent Sam learns your Playbook, finds the right decision-makers, writes each message for your approval, and runs email and LinkedIn outreach. About 71% of your prospecting, handled.

Agent Sam draftWaiting for your approval

SubjectYour new Columbus warehouse

Hi Steve,

Congrats on the new warehouse and the fleet growth this year. A footprint change like this usually changes the property and auto picture well before renewal.

We put together a short checklist for distributors in your spot. Happy to share it, no strings attached.

Written from your PlaybookLinkedIn follow-up readyApprove
Agent Sam draftWaiting for your approval

SubjectYour hospital contracts

Hi Anna,

Congrats on the new hospital partners. Many health systems now ask vendors for higher cyber and E&O limits in their contracts.

We help health tech teams meet those requirements without overpaying. Open to a short call next week?

Written from your PlaybookLinkedIn follow-up readyApprove
Agent Sam draftWaiting for your approval

SubjectBonding for the highway work

Hi Luis,

Congrats on the state highway shortlist. Public work at that scale usually means a bigger bonding line.

We help civil contractors in Texas grow their surety capacity ahead of awards. Worth a short call?

Written from your PlaybookLinkedIn follow-up readyApprove

Illustration. Names and companies are examples.

  1. Learns your PlaybookYour lines, your industries, your regions, and your voice.
  2. Finds the decision-makersFrom 377M+ verified B2B contacts, matched to your ideal client.
  3. Writes for your approvalEach message in context. Nothing goes out until you approve it.
  4. Runs the outreachEmail and LinkedIn, paced to how long your clients take to decide.
  5. Brings you the resultsReplies, warm intros, meetings, and a call-ready list.
  • Not priced per user
  • No new domain or warm-up needed
  • Works alongside your current CRM

From $195 a month7 days free, no card required

Start training your agent, freeMeet Agent Sam →

How Sam OS improves your workflow

Run accounts, renewals, and outreach in one place.

Sam OS is the AI CRM with Agent Sam built in. Every account, renewal date, call, and campaign lives on one record.

PipelineProperty and casualty

Prospect2

Distributor, OHHotel group, GA

Submission1

Food plant, CA

Quoted1

Retailer, NJ

Bound1

Manufacturer, PA
Dialer Risk briefing to 2,400 contacts Safety seminar, 38 registered
PipelineCyber and professional lines

Prospect2

Health tech, TNCPA firm, MN

Submission1

SaaS, WA

Quoted1

Law firm, IL

Bound1

Fintech, NY
Dialer Risk briefing to 2,400 contacts Safety seminar, 38 registered
PipelineConstruction and surety

Prospect2

Civil, TXElectrical, AZ

Underwriting1

GC, NC

Bond line1

Paving, FL

Bound1

Mechanical, CO
Dialer Risk briefing to 2,400 contacts Safety seminar, 38 registered
  • CRM and pipelineYour own stages, from first call to bound policy.
  • Agent Sam, built inProspecting done for you, with your approval.
  • DialerEvery call transcribed and logged on the record.
  • Email and event marketingRisk briefings and client events that keep you top of mind.
  • Project managementEvery renewal tracked with tasks and owners.

Illustration. Deals and numbers are examples.

  • Import from your current CRM, we help
  • 2 users included, $25 each extra
  • 377M+ contacts and Agent Sam included

From $495 a month7 days free, no card required

Start your free trialExplore Sam OS →

Start with one. Add the others when you are ready.

Trusted by
Featured in
ForbesInc.HuffPostAINews

Built for commercial insurance

Read changing risk the way you would.

Exclusive data sets, weighed for your segment and your services. Here is some of what Sam reads.

New sites and propertyPurchases, leases, and renovations
Fleet and equipmentVehicles and equipment added
Contracts and awardsNew work that changes exposure
Hiring patternsHeadcount and payroll growth
Leadership changesNew CFOs, risk managers, and owners
Regulatory changesNew rules and contract requirements
Mergers and acquisitionsNew entities and locations
Permits and filingsProjects and expansions on record
  • 377M+verified B2B contacts
  • 71%of prospecting handled
  • 2016building since

Compare

Three ways to work with Sam.

Best ifYou have tools you like and need better timingYou need the prospecting doneYou want everything in one place
You getCompanies most likely in-market, decision-makers, a warm way inAn AI agent that finds, writes, and follows upCRM, dialer, marketing, success, and Agent Sam
Your current toolsKeep them. Data flows into any systemKeep themImport them, we help
Works withAny CRM or dialer, or Agent Sam and Sam OSYour CRM, or Sam OSEverything, on one record
Outreach by Agent SamAdd when readyIncludedIncluded
CRM, dialer, and marketingNot includedNot includedIncluded
PriceCustom, per marketFrom $195 a monthFrom $495 a month
Start withA discovery callA 7-day free trialA 7-day free trial

See your market, live.

A short discovery call. We show you which businesses in your regions are most likely to review their coverage next.

Book a discovery call

Start training your agent today.

Free for 7 days. About 30 minutes to set up. No card required.

Start training your agent, free

Move your team onto Sam OS.

Free for 7 days. We help you bring your data over. No card required.

Start your free trial
  • 99.98% up-timeAlways on. Your pipeline never sleeps.
  • 10 years of sales AIBuilding since 2016.
  • All-covered supportReal humans, every plan, from day one.

FAQ

Commercial insurance questions.

Which option is right for my team?

If you have a CRM and tools you like and need better timing, start with In-Market Data. If you know your market but do not have time to prospect, start with Agent Sam. If your contacts, outreach, and deals are spread across tools, start with Sam OS.

What does in-market mean in commercial insurance?

A business most likely to review its coverage in the months ahead: new sites, new fleets, new contracts, rapid hiring, or a change in leadership. Sam weighs many signals for your lines and ranks who is most likely in-market, well before renewal.

Does it work for property and casualty, specialty lines, and construction?

Yes. Sam is tuned to your lines. P&C brokers see businesses whose risk is changing, specialty brokers see companies most likely to need cyber or professional coverage, and construction brokers see contractors most likely to need new coverage or bonding.

Can In-Market Data go into my own CRM?

Yes. In-Market Data integrates with the system of your choice, such as Salesforce, HubSpot, Microsoft Dynamics, Pipedrive, Zoho, your dialer, or a spreadsheet. Or send it to Agent Sam or Sam OS and let Sam reach out for you. The option is yours, and you can use both.

Can I keep my current CRM?

Yes. In-Market Data can feed your CRM or dialer. Agent Sam works alongside Salesforce, HubSpot, and others. On Sam OS, we help you import your contacts and history.

How is In-Market Data priced?

Per market, because every market is different. Each market has a limited number of seats, and some are already spoken for. A short discovery call settles it, and you see your market before you decide.

Does anything go out without my approval?

No. Agent Sam drafts every message and waits for you. Approve one at a time or in batches.

Can I start with one and add the others?

Yes. Many teams start with one and add the others later. Moving from Agent Sam to Sam OS keeps your Playbooks, contacts, and campaigns.