# connected.bond

> connected.bond is a lead generation and prospecting platform for commercial insurance agents and agencies. It mines 300+ public and licensed data sources for buying signals — renewal windows, fleet changes, hiring activity, compliance events, carrier movement — and delivers high-intent, license-scoped business prospects to an agent's workspace daily, with a built-in power dialer and SMS. Compliance (TCPA, DNC, state calling windows, consent) is enforced on every dial and send.

connected.bond is built by Bond (https://www.trybond.com). It integrates with any CRM or agency management system (AMS) and is native to Bond AMS.

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.

## Who it's for

- Licensed commercial insurance producers, agency principals, and sales teams who prospect commercial accounts.
- Teams that want fewer, better-timed conversations instead of cold-calling static lists.

## What it does

- **Data pipeline**: 34M+ verified businesses from 300+ data sources (Secretary of State business filings, DOT/FMCSA registry, OSHA and permit filings, licensed B2B firmographics, carrier and renewal data, web and hiring signals), refreshed daily. Customers can also bring their own data to be enriched.
- **Smart targeting**: 120+ buying signals tracked per business (e.g. renewal window open, fleet added, year-over-year premium increase, new DBA filed, hiring burst, carrier dropped, violation filed, recent loss event). Signals reach the agent's queue in under 24 hours.
- **License-scoped campaigns**: campaigns are scoped to the agent's producer license — the states they sell in and the products they're appointed for — so agents only see leads they can legally write.
- **Power dialer**: click-to-call with intelligent queuing, real-time disposition tracking, and recorded transcripts.
- **SMS**: two-way texting with templates, drip cadences, and inbox triage; opt-outs handled automatically.
- **Email + AI agents** (coming soon): AI drafts, times, and routes email campaigns; a human approves before anything is sent.
- **Lead management and analytics**: CRM-style pipeline tracking plus dashboards for conversion rates and agent productivity.
- **AI personal assistant** (coming Q4 2026): a per-agent assistant that answers and qualifies inbound calls, handles routine requests (quote status, certificates of insurance, billing, document upload), runs outbound follow-ups, books meetings, and hands off to the agent live when judgment is needed.

## Verticals covered

Trucking & transportation, restaurants & food service, contractors & construction, retail & storefronts, manufacturing, real estate & property, professional services, wholesale & distribution, and more on request.

## Compliance

TCPA-native by design: consent state is tracked per lead, with DNC scrubbing, time-of-day and state-specific calling windows, written-consent capture, revocation logging, and an audit log exportable to carriers. Email sends are gated for CAN-SPAM.

## FAQ

- **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.

## Links

- [Website](https://connected.bond/): product overview, features, and demo booking
- [Features](https://connected.bond/#features): platform capabilities
- [How it works](https://connected.bond/#how): data pipeline and agent workflow
- [Trust & compliance](https://connected.bond/#trust): TCPA and consent handling
- [Verticals](https://connected.bond/#verticals): industries with lead coverage
- [Trucking insurance leads](https://connected.bond/trucking-insurance-leads): DOT & FMCSA-sourced trucking and transportation leads, the buying signals tracked, and trucking-specific FAQ
- [Customer login](https://app.connected.bond/login): existing customers sign in here
- [Bond for insurance agents](https://www.trybond.com/insurance-agents): Bond AMS, which connected.bond is native to

## Getting started

To see the product, book a demo from the "Book demo" button on https://connected.bond/ — the team follows up with available times and walks through a live campaign in your vertical.