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Rodok for insurance agencies

Lead generation for insurance agents: signals, referrals, routine

Rodok watches LinkedIn for hiring surges, new locations and new HR leaders, so you write to a business when its coverage needs change.

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From $29 a month for 3 seats.

Signals
Trackers
New8Hot2Saved3In CRM41Dismissed12All64
SignalTypeHeatContactCompanyTrackerFound
Sam Ortiz started a new role as VP of Sales at Northgate Logistics
Job change
Hot
Sam Ortiz
Northgate Logistics
New sales leaders
Brightfield Clinics is hiring a site manager and nurses for its new Lyon clinic
Hiring
Warm
Marc Delorme
Brightfield Clinics
Clinics hiring in France
Orbit Pay raised a $14M Series A to expand across West Africa
Growth
Warm
Yusuf Bello
Orbit Pay
Funding in Europe
Casa Lumen opens in Barcelona this spring and is recruiting its first team
Post
Warm
Lucía Ortega
Casa Lumen
Hotels opening in Europe
Vela Dental is opening three new practices in Bordeaux
Hiring
Hot
Claire Martin
Vela Dental
Clinics hiring in France
Ines Hartmann started a new role as Head of Operations at Kestrel Foods
Job change
Warm
Ines Hartmann
Kestrel Foods
New sales leaders
The Saffron Edinburgh reopens after a renovation and is hiring front office staff
Post
Warm
Oliver Grant
The Saffron Edinburgh
Hotels opening in Europe
Northwind Telecom is hiring 12 sales reps for Austin and Denver
Growth
Warm
Daniel Brooks
Northwind Telecom
Funding in Europe
Count 8

People showing a buying signal, found for insurance agencies. Example data.

Rodok watches LinkedIn for hiring surges, new locations and new HR leaders, so you write to a business when its coverage needs change. Built around how insurance agencies actually sell, so you start from your own stages instead of a blank page.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for insurance agencies

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Signals from LinkedIn posts, job changes and hiring
  • Finding the owner, HR or finance lead with a work email
  • Renewal dates and follow-ups on each record
  • Email next to every lead

Not what Rodok is for

  • Quoting and rating
  • Carrier submissions
  • Policy documents

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

Lead generation for insurance agents is how an agent or agency finds new clients, and for a business-focused agency it starts with timing: a company is most open to a coverage review when something about it changes. This page is for the agent finding clients, not for a seller targeting insurers. Rodok finds the change and the person. It does not quote or bind.

How insurance clients really come to an agent

Most agents recognize these sources:

  • Referral partners. Accountants, attorneys, lenders, real estate agents and payroll providers meet business owners at the moment they need coverage.
  • Existing clients. A second location, a new vehicle or a new hire is a chance to add a line.
  • Renewals. Every policy ends on a date, which is a built-in reason to talk to a client and a prospect.
  • Local presence. Chambers, associations and trade groups.
  • Outbound. Writing to businesses of a type you know how to insure.

Consumer lead vendors and purchased lead lists are a separate business. Rodok builds its lists from filters you can rerun, and it fits the commercial and benefits side, where you are selling to companies and the buyer is an owner, a finance lead or an HR leader. If your book is mostly personal lines, see CRM for insurance agents for the pipeline side and expect to source leads elsewhere.

Signals worth watching

A business rarely announces it needs insurance. It announces a change that creates the need. Each tracker below is a sentence you type into Rodok Pro, which sees LinkedIn posts, job changes, hiring and company news.

  • A hiring surge. Tracker: "companies hiring 10 or more roles at once in (your region)". New employees change workers' compensation and benefits. See hiring surge.
  • A new location. Tracker: "companies announcing a new office, warehouse or restaurant in (your region)". See new office or market.
  • A new HR or finance leader. Tracker: "HR directors, heads of people and controllers who started a new role in the last 90 days at companies with 20 to 300 employees". See new executive.
  • A product or service launch. Tracker: "companies launching a new product or service line in (your region)". Liability can change with it. See product launch.
  • A request for a broker. Tracker: "posts asking for a business insurance or benefits broker recommendation". See recommendation request.

Insurance solicitation is regulated and licensing varies by state. Make sure you are licensed and allowed to contact each person.

A first message example

An example, with made-up names:

Subject: Third location in Tulsa Hi Elena, I saw Harbor Freight Logistics opened its third site this month. New locations sometimes call for a quick look at property and workers' comp. I help local businesses check that. If useful, I can send a one-page list of questions your current broker should be able to answer, with no obligation.

Keep the first message short and about their event, not your carriers.

A weekly routine in three steps

  1. Pick the week's tracker. Choose one trade you know well, such as restaurants or contractors, and one signal for it.
  2. Write to five people. Open the hot and warm signals, read the write-up and send five messages that mention the event. The cold email template gives the shape.
  3. Log the renewal date. For every reply, ask when the policy ends and put it on the record with a task for 90 days before, or whatever lead time you use.

Where Rodok fits and where it does not

Rodok Starter, at $29 a month for 3 seats, is a CRM with Gmail and Outlook on every record. Pro, at $79 a month for 3 seats, adds the signals, the lead database and sequences. Email steps are sent from your own mailbox, and LinkedIn steps are tasks for the rep.

It does not run ads, quote, rate, issue certificates or replace an agency management system. For email, the FTC says CAN-SPAM has no exception for business-to-business messages (FTC guide).

Frequently asked questions

What is the best source of leads for an insurance agent?

Referral partners and existing clients, followed by a steady outbound routine to a trade you know. Outbound works better when each message names a real event.

Can Rodok find people who need personal insurance?

Not well. It reads LinkedIn signals about companies and professionals, so it fits commercial, benefits and professional lines.

How do I track renewals once I win a client?

Put the expiry date on the deal and set a task ahead of it. Rodok holds the date and the follow-up. The policy itself stays in your agency system.

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