Prepared for your agency

Qualified meetings with business owners in your appetite, live in 72 hours.

A 30-day pilot priced from your own numbers, with a guarantee, and under 2 hours of your time.

1. Your numbers

We fill these in together. Every price and result below comes from your answers.

Answer the questions above

The pilot price, the guarantee and what it makes you all come from these.

2. The 30-day pilot

30-DAY PILOT
Once
$1,800 one time
  • Market map of every business owner in your territory and appetite, yours to keep
  • Campaigns, sending inboxes, appointment setter
  • A brief before every meeting
Per meeting
-
  • Only meetings that actually happen
  • No-shows are free and replaced
  • Your producer can cancel any meeting that doesn't fit, and it isn't billed

The guarantee

A set number of qualified meetings held by day 30, or you get the $1,800 back. The number comes from your close rate in section 1.

Start the 30-day pilot, $1,800Secure checkout by Stripe

3. Your time vs what you get

No kickoff call. Setup is a form, the rest runs in a shared Slack channel, and there's one call at the end.

Your time over 30 days
Fill out the onboarding form15 min
Week 1: nothing, we build and launch0
Weeks 2 to 4: approvals and questions in Slack~20 min a week
Day 30 review call30 min
Total over 30 daysabout 1 hr 45 min

Your producers take the meetings, each with a brief, so no research.

What you get
  • A map of every business owner in your territory and appetite, yours to keep
  • Campaigns written and tested per industry
  • Sending inboxes, already warmed up, never your own domain
  • A setter who calls every owner who replies and books only the qualified ones
  • A brief before every meeting: the business, who you're meeting, why they agreed, renewal timing when known
  • Weekly numbers, and a day-30 readout of which owners reply

4. Timeline

  1. Day 0
    Yes and paymentAgreement, onboarding form and Slack invite within the hour.
  2. Days 1 to 3
    Market map and copyYou get the owner count for your territory and approve the emails in Slack.
  3. Day 3
    Sending startsFrom inboxes that are already warmed up, so there's no two-week wait.
  4. Week 1 on
    Qualified meetings on your producers' calendarsOur setter calls every owner who says yes and books only the ones who qualify.
  5. Day 30
    30-minute review callMeetings held against the guarantee, accounts in quote, what owners say. You decide whether we keep going.

5. What counts as a qualified meeting

  1. The owner (or whoever signs the insurance) is on the call.
  2. Inside your appetite: the lines and industries you set.
  3. Above your floor: the smallest account worth it in annual premium.
  4. A real reason to talk: a renewal within the next 3 months, or an open need they named.
  5. It happens: they show up. No-shows are free and replaced.

6. What a meeting brief looks like

Example format, made-up company.

Ridgeline Grading & Excavation · owner: Dale M.

  • 32 employees, 14 trucks and 6 pieces of heavy equipment
  • Renews July 1 with their current agent
  • Why talk now: premium jumped about 18% at last renewal and nobody explained why
  • Wants: a review of the fleet schedule and workers' comp mod before renewal

7. What the pilot is worth to you

Move the slider once section 1 is filled in. Commission usually lands a few months after the meeting, so most of this comes after day 30.

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what the pilot costs you

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new accounts you'd expect

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first-year commission

8. After day 30

We keep going only if it makes sense for you on ROI and you're happy. Then it's month to month on the same setup, a monthly fee plus the same per-meeting fee, with the volume set at the review from the real numbers. If not, we stop, and you keep the market map.

Next steps

If it makes sense, you can start right now.

Start the 30-day pilot, $1,800Secure checkout by Stripe
  1. Pay with the link above. The per-meeting fee is billed later, only for meetings that happened.
  2. Within the hour you get a one-page agreement, the onboarding form and an invite to our shared Slack channel.
  3. Onboarding form, 15 minutes: your territory, appetite, floor and your producers' calendars.
  4. Within 72 hours sending starts. The 30 days count from the first email.
Max Pidvalnyi · Maxionlabs · maksym@maxionlabs.com