Turn cold leads into warm
conversations that close.

— Our principle
Automate the repetition.
Never the relationship.

Grow your book of business with high-intent insurance opportunities. Our platform monitors hundreds of business and insurance signals — renewals, fleet changes, hiring activity, compliance events, carrier movement, and more — so you and your team can fill the pipeline with timely, relevant prospects.

— Integrates with any CRM or AMS in the market

Native to Bond AMS — included for agents who bind business through Bond.

Power dialer · Queue 04 / 27 LIVE CALL
M
Marcello's Bistro
Marcello Rossi · Owner
Restaurants · Brooklyn, NY · 12 employees
94
Fit score
BOP Liquor Liability Workers' Comp
Connected 23:31
AI live briefpremium_hike_yoy
CarrierLiberty Mutual
Renewal38 days
Last quote+18% YoY
Employees12
In business8 yrs
Liquor licenseClass A
Trusted by 400+ commercial insurance teams
Hartford Mutual
NORTHWIND
/ CIVIC CO
Ardent & Sons
Beacon Risk
[STATEFOLD]
Wyndham
— 01 / Platform

Everything you need to generate more deals.

A top-of-funnel operating system for commercial insurance professionals — built to put the right conversations on your calendar, not the other way around.

Data Pipeline

Curated access to 300+ data sources and licensed B2B feeds — 34M+ verified businesses, refreshed daily, with 120+ buying signals tracked per company.

Smart Targeting

AI picks the moment and the message — renewal windows, industry patterns, and live buying signals — so you reach businesses when they're ready to convert, not when your queue says so.

Power Dialer

Click-to-call with intelligent queuing. Maximize agent talk time with automated dialing and live disposition tracking.

Email Campaigns Soon

Automated sequences with deep personalization. Right message, right time, triggered by the signals that actually matter.

Lead Management

Full CRM capabilities for tracking and nurturing leads through every stage of your prospecting pipeline.

Real-Time Analytics

Track performance metrics, conversion rates, and agent productivity with comprehensive dashboards.

— 02 / Process

The smarter way to prospect.

As an agent, you already know the real problem isn't finding leads — it's finding the right ones at the right time. We mine 300+ data sources and licensed feeds for buying signals, then route the high-intent ones into your workspace daily.

connected.bond · data pipeline live
SOURCES INGESTION TARGETING DELIVERY SoS Business Filings PUBLIC · 33M+ entities DOT & FMCSA Registry PUBLIC · 3.2M fleets OSHA & Permit Filings PUBLIC · daily diff B2B Firmographics LICENSED · 32M co. Carrier & Renewal Data LICENSED · streamed Web & Hiring Signals LICENSED · 90M URLs 100+ others MIXED · niche & on-request Bring your own data YOURS · enriched on ingest DATA WAREHOUSE connected 34M+ verified businesses ↻ refreshed daily SIGNAL ENGINE renewal_window_open fleet_added_3mo premium_hike_yoy new_dba_filed hiring_burst_30d carrier_dropped violation_filed recent_loss_event DELIVERED TO YOUR Workspace high-intent · license-scoped
Sources
300+
public & licensed feeds
Signals
120+ events
tracked per business
Refresh
daily
every weekday morning
Latency
< 24h
signal to your queue
— And here's where you come in
STEP 01
i.

Access curated leads

We source and verify cold leads across multiple commercial insurance verticals, so you start with quality prospects.

STEP 02
ii.

Join license-scoped campaigns

Campaigns are scoped to your producer license — the states you sell in, the products you're appointed for. You only see leads you're legally able to write.

STEP 03
iii.

Hyper-target businesses

Our system identifies the perfect moment to reach each prospect, maximizing your chances of connection.

STEP 04
iv.

Work the queue

High-intent leads land in your workspace with the right pitch attached. Engage them, mark dispositions, watch the warm ones close.

— And here's how you reach them
Channel · 01
Live

Voice

Power dialer with intelligent queuing, real-time disposition, and recorded transcripts that flow back into the signal engine.

→ queue scoped to your license
→ TCPA gate on every dial
Channel · 02
Live

SMS

Two-way text built on the same warm-lead queue. Templates, drip cadences, and inbox triage — every send pre-cleared against state-level consent rules.

→ opt-outs handled automatically
→ TCPA gate on every send
Channel · 03
Soon

Email + AI

AI agents draft, time, and route campaigns — optimizing for responsiveness against your historical reply data. You approve the cadence; the agent runs the schedule.

→ human approves before send
→ CAN-SPAM gate on every send
— And here's what's coming next
Coming next Q3 · 2026

Your own AI personal assistant,
fluent in insurance.

A dedicated assistant for every licensed agent — fluent in your products, bounded by what your license allows. It works around the clock, taking the calls and requests you'd otherwise miss, handling the routine, and reporting back with only what needs your judgment.

Voicemails are a thing of the past.

Inbound
Picks up the phone when you can't.
01
Answers & qualifies
name · entity · need · timing
02
Handles the request
quote status · COI · billing · doc upload
03
Or — connects you live
caller asks → AI pings you → you take it
You
on demand
Outbound
Runs the follow-ups you'd never get to.
01
Touches the lead
callback · second voicemail · check-in
02
Books the next step
meeting on your calendar · doc collected
03
Or — pulls you in
objection · close-ready · off-script
→ Compliant by default — TCPA · state windows · DNC · consent log → Pause or take over with one click — full transcripts & audit trail
Our principle
Automate the repetition. Never the relationship. Every AI action runs inside guardrails a human set, can be paused with one click, and is logged in plain English. The agent is your colleague — not your replacement.
— 03 / Trust

TCPA at the core.
Humans at the helm.

Compliance isn't a checkbox bolted on after the fact — it's first-party, built into every dial, text, and send. AI does the boring work; the human decides what counts as a conversation worth having.

First-party compliance
TCPA-native, by design.
Every consent state lives at the lead level — DNC scrubs, time-of-day windows, state-specific rules, written-consent capture, revocation. Nothing leaves the queue without a green check, and the audit log is exportable to your carrier on demand.
DNC scrub State windows Written consent Revocation log Carrier export
— 04 / Markets

Leads for every vertical.

We continuously source and verify leads across the most profitable commercial insurance markets — and refresh them weekly.

+12% wk350K+Trucking & Transportation
+8% wk75K+Restaurants & Food Service
+15% wk60K+Contractors & Construction
+6% wk80K+Retail & Storefronts
+3% wk35K+Manufacturing
+9% wk45K+Real Estate & Property
+11% wk55K+Professional Services
+5% wk40K+Wholesale & Distribution+ 100K more on request
— 05 / Outcomes

Numbers that compound.

Aggregate platform performance across all customers in the last twelve months.

2.5M+
Leads sourced
verified business contacts
150%
Avg. conversion lift
vs. traditional methods
98%
Contact rate
first-attempt connections
45%
Time saved
per agent, per day
— 06 / Voices

What agents are saying.

Real teams, real numbers — drawn from the first ninety days after switching to connected.bond.

"My team's talk time tripled in the first month. The fit score is uncanny — when it says 90+, we close. We don't waste a dial anymore."
DR
Diana Reyes
VP Sales · Hartford Mutual
"The renewal-window targeting alone paid for the platform in week two."
JM
Jordan Mata
Producer · Beacon Risk
"Replaced three tools we hated with one we actually open every morning."
SK
Sam Kowalski
Ops Lead · Northwind
— 07 / FAQ

Questions, answered.

If something here isn't covered, we're a quick email away.

Still curious?

Talk to a human. We'll show you the dialer running on a real campaign in your vertical, no slides.

Book demo →
Where do the leads come from?
A blend of public business registries, licensed B2B data partners, and proprietary signal mining. Every record is verified and enriched with renewal-window estimates before it hits a queue.
How long until we're calling?+
Most teams place their first call within 48 hours of signup. Onboarding is white-glove for the first week.
Does it integrate with our CRM?+
Native integrations with Salesforce, HubSpot, AMS360, and Applied Epic. Open API for everything else.
Is it TCPA / DNC compliant?+
Yes. Real-time DNC scrubbing, time-zone aware queuing, full call recording with consent prompts, and audit-ready logs for every dial.
How is pricing structured?+
Per-seat monthly with a usage-based lead credit pool. No per-dial fees. Annual plans get a vertical of leads bundled in.

Ready to transform your lead generation?

Join hundreds of commercial insurance professionals who've already made the switch to a smarter way of selling.