The insurance broker who never
did outbound. Until month 1.
A commercial insurance broker with a 22-year career built entirely on referrals ran their first ever managed outbound campaign. 16 qualified SME meetings booked in 30 days. Three policies closed in month 2. $82K in new annual premium across six months. The broker never sent a single outreach message manually.
The referral network was slowing. A new broker joining the firm had zero relationships. There was capacity for new clients and no system to find them. Deligatr built that system and handed back meetings.
All copy reviewed against FCA financial promotion guidelines before launch. No premium guarantees, no misleading comparisons, no direct product recommendations. Every message centred on broker independence and market access. The broker approved every template personally.
Meetings booked per month
Month 1 sees first results — no infrastructure build delay for Starter plan.
Cumulative new annual premium
Premium booked grows each month as meetings convert to policies
Pipeline source — Month 6
Before Deligatr
Twenty-two years of great work. Zero system to find the next client.
The broker was excellent at their job. Client retention was strong. Renewal rates were high. But every new client relationship started with a phone call from someone who already knew them. There was no way to reach the business owners who needed commercial insurance but had never heard of the firm.
As the founding client base matured and IFA referral partners reduced activity, the pipeline stopped growing. The capacity was there. The system was not.
The broker had a 22-year career built entirely on referrals from IFA partners and existing clients. No outbound motion had ever been run.
The referral network was plateauing as IFA partners retired or reduced their workload, and founding client relationships matured.
A new broker joining the firm needed pipeline immediately but had zero existing professional relationships to draw on.
The broker had no LinkedIn presence. A profile created in 2018 had never been used for business development.
No CRM existed. Client relationships were managed through a combination of email folders and a paper diary.
The insight behind the results
Insurance outreach works when you reach the right business at the right moment
Generic cold email fails for insurance because the timing is wrong. Deligatr targets businesses showing specific change signals that correlate with active insurance review events.
New fixed asset filing
Companies House filing for new machinery, vehicles or premises. Signals active commercial insurance review.
New premises registration
Business registering a new trading address. Property and liability coverage almost certainly under review.
Headcount growth over 25%
Rapid employee growth triggers employer liability review requirements and often public liability reassessment.
New director appointment
New leadership often triggers full insurance portfolio review. D&O and professional indemnity commonly need updating.
From zero outbound to 16 meetings in 30 days
A complete outbound system built and launched within four weeks for a broker who had never sent a cold message in a 22-year career.
ICP definition and trigger signal mapping
Deligatr defined two target segments: SME owners in manufacturing and logistics with commercial property and liability exposure, and professional services firms with growing headcount and employment liability needs. Trigger signals mapped from Companies House: new fixed asset filings, premises registrations, headcount spikes and new director appointments.
FCA-adjacent compliance review and infrastructure
All copy reviewed against FCA financial promotion guidelines before a single message was drafted. No premium promises, no guaranteed savings, no direct product recommendations. Three outreach domains built and warmed. LinkedIn profile for the broker optimised with professional credentials, regulatory status and client outcome language.
LinkedIn connection sequences launched
Connection-first sequences targeting business owners and FDs matching the ICP. First two messages referenced the specific Companies House trigger signal observed for that prospect. No insurance pitch in the first two touches. Broker reviewed and approved every message template before launch.
Email sequences live across both segments
Three-touch email sequences (14-day cadence) targeting FDs and business owners with trigger-signal subject lines. Subject lines referenced sector-specific risk events: new premises, supply chain changes, headcount growth. All sending from outreach domains. Primary broker email domain untouched.
16 qualified SME meetings
16 qualified meetings with SME decision-makers in the target sectors. The broker attended every meeting with a full prospect briefing note prepared by Deligatr before each call covering company size, trigger signal, likely coverage gaps and conversation starters. Zero meetings sourced manually by the broker.
Three policies closed. $82K premium begins.
Three policy quotes from month 1 meetings converted to signed policies in month 2. Total new annual premium from the three policies: $42,000. Month 2 delivered a further 14 meetings. The broker described the system as the most efficient business development activity of their 22-year career.
What changed for the brokerage
Six months after the first ever Deligatr campaign. The broker still spends zero hours on business development. The pipeline does not stop when referrals slow.
Qualified SME meetings in month 1 of the first ever outbound campaign. The broker attended all 16. Zero were sourced manually.
Commercial policies closed in month 2 from the 16 month 1 meetings. Average policy value: $27,333 annual premium.
New annual premium revenue generated across six months. The broker called it the best business decision of a 22-year career.
Full 6-Month View
Meetings, policies and premium month by month
Unlike most case studies, this one sees results in month 1 — not month 3. The Starter plan launches faster because ICP and infrastructure are simpler for focused brokers with a clear niche. The premium builds as meetings convert.
Meetings booked per month
UK SME insurance referral-only average: 2 to 3 per month
“I have never done outreach in my entire career. I assumed it would never work for commercial insurance. 16 meetings in 30 days proved me completely wrong. I wish I had done this ten years ago.”Commercial insurance broker, 22 years experience
Questions insurance brokers ask before starting
The most common concerns from insurance brokers and financial services professionals evaluating managed AI outbound for the first time.
Does cold outreach work for insurance brokers?
How many meetings did the insurance broker book with Deligatr?
What trigger signals did Deligatr use for insurance broker outreach?
Is FCA-compliant cold outreach possible for insurance brokers?
How much new premium did the insurance broker generate?
Related pages
Next case study
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Inbound interest arrived but conversations died without a follow-up system. $0 closed in the six months before Deligatr. $180K in engagements closed in the six months after. No revenue gaps for the first time.
Ready to stop waiting
for referrals to call?
This broker spent 22 years waiting for the phone to ring. One Deligatr campaign later and they had more qualified meetings in 30 days than in the previous six months of referral activity. The call is free. The plan costs nothing to hear.
No tools to configure. No messages to send manually. No compliance risk from doing it wrong. You attend the meetings. We fill your calendar.
No commitment. No pressure. A clear plan for your brokerage.