01Top of funnel: submission volume

Signal-based broker outbound

Score the broker universe, watch for the moments a broker is about to place risk, and have agents write the first email for the underwriter.

Line to submission volume. New submitting offices and first submissions from brokers who never sent one. This is the anchor play.

Read the play, the KPIs, and the 90-day plan

01Sync pulls the construction and energy practice people at your appointed brokerages out of Apollo.
02Score has Claude rate each one on whether they decide which markets see a risk. Every score comes with a reason.
03Sweep reads the trade press and bumps brokers at firms where something just happened.
04Draft writes the first email. An underwriter approves it and sends it under their own name.

Brokers in universe

338

338 scored

Signals, last 45 days

Drafts awaiting review

Email on file338 of 338

	Broker		Latest firm signal
122+30	Seth Michaelson Senior Vice President, Energy, Construction, Real Estate & Complex Risk seth.michaelson@nfp.com SVP spanning energy and construction with email covers both target risk classes including renewables.	NFP bothHouston, Texas	none
120+30	Sandra ····· Senior Vice President, Construction & Infrastructure SVP Construction and Infrastructure with email is a senior book owner at an appointed national firm.	NFP construction	none
120+30	Peter ····· Senior Vice President Aon - Construction and Infrastructure Aon SVP in construction and infrastructure with email is a senior book owner who can route submissions today.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
120+30	Travis ····· Director - Construction Practice Leader Named construction practice leader at Aon is exactly the market-selection decision maker Shepherd wants.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
118+30	Stephen ····· Senior Vice President, Construction & Infrastructure SVP in Aon's construction and infrastructure group with email is a senior book owner and prime target.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
117+30	Chuck ····· Senior Vice President, Construction Services Group SVP in Aon Construction Services Group is senior enough to redirect meaningful submission volume.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
116+30	Barry ····· Senior Vice President, Project Solutions, Construction & Infrastructure Project Solutions SVP touches OCIP/CCIP and builder's risk placements that match Shepherd's appetite.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
115+30	Katie ····· Vice President, Property & Casualty Team Leader \| Construction & Infrastructure P&C team leader for construction and infrastructure at NFP directs where casualty submissions go across an office.	NFP construction	none
114+20	William ····· Executive Vice President / Managing Director, Construction Services Group EVP and Managing Director of CSG is exactly the office-level authority that opens wider submission flow.	Alliant Insurance Services construction	Practice hireAlliant Insurance Services Promotes Martin Newman to Managing Director, Energy Operations
114+30	Matt ····· SVP, Builders Risk Broker III SVP builders risk broker owns placements squarely in Shepherd's builders risk lane.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
113+20	Nicholas ····· Specialty Risk Advisor \| Energy, Construction, Real Estate \| Managing Director, Executive VP Managing Director covering energy and construction at Alliant hits both target classes with buying authority.	Alliant Insurance Services both	Practice hireAlliant Insurance Services Promotes Martin Newman to Managing Director, Energy Operations
113+30	Kelly ····· Casualty Broker - Power & Renewable Energy Power and renewable energy casualty broker matches the new renewables casualty product almost exactly.	Aon energy	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
112+20	Kristen ····· EVP Construction Services Group EVP of Alliant CSG sits at the top of one of the largest construction books in the market.	Alliant Insurance Services construction	Practice hireAlliant Insurance Services Promotes Martin Newman to Managing Director, Energy Operations
112+30	Reid ····· Senior Vice President, Account Executive - Construction and Infrastructure Senior AE at Aon construction with email influences market lists even if a broker executes placement.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
110+30	Lee ····· Senior Account Executive - Project Solutions - Ocip/ccip, Builders Risk, Pollution and Professional Senior AE covering OCIP/CCIP and builders risk lines up with Shepherd's wrap-up and builders risk capabilities.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
110+30	Josh ····· Texas Market Leader, Construction & Infrastructure Texas market leader owns an office's construction production, worth pursuing despite the missing email.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
110+30	Colin ····· Eastern Broking Manager - Builders Risk Regional broking manager for builders risk maps directly to Shepherd's builders risk appetite and manages a team.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
108+30	Daniel ····· VP, Account Executive - Construction & Infrastructure VP-level construction AE at an appointed national brokerage with email, likely controls placement decisions on a real book.	NFP construction	none
108+20	Peter ····· Senior Vice President - Alliant Energy and Power Practice SVP in Alliant Energy and Power is the right entry point for renewables casualty.	Alliant Insurance Services energy	Practice hireAlliant Insurance Services Promotes Martin Newman to Managing Director, Energy Operations
106+30	Tyler ····· SVP, Construction Property Broking Leader Property broking leader fits builder's risk but not the casualty core of the appetite.	NFP construction	none
106+30	Brooks ····· Senior Broker, AVP \| Construction and Infrastructure AVP senior broker in construction and infrastructure places casualty and is reachable by email.	Aon construction	Brokerage newsInsurance moves: Aon, King Risk, Vantage, Xceedance, EPIC, ACORD
105+20	Kristy ····· Senior Vice President - Construction Services SVP in Alliant Construction Services runs a book and picks markets.	Alliant Insurance Services construction	Practice hireAlliant Insurance Services Promotes Martin Newman to Managing Director, Energy Operations
105+20	Ann ····· Senior Vice President, Construction Services Group Same senior CSG profile with email; high likelihood of casualty submissions.	Alliant Insurance Services construction	Practice hireAlliant Insurance Services Promotes Martin Newman to Managing Director, Energy Operations
105+20	Greg ····· Senior Vice President-Construction Risk Advisor Alliant SVP construction risk advisor is a senior producer at a top project-placement brokerage.	Alliant Insurance Services construction	Practice hireAlliant Insurance Services Promotes Martin Newman to Managing Director, Energy Operations
104+20	Matthew ····· Vice President - Construction Services Group Alliant construction VP with a reachable email is a direct submission source.	Alliant Insurance Services construction	Practice hireAlliant Insurance Services Promotes Martin Newman to Managing Director, Energy Operations

1 to 25 of 338

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Priority = fit (0 to 100, from Claude) + intent (0 to 40, from firm-level signals in the last 45 days). Names stay masked until Reveal; that is the only action that spends an Apollo credit, capped at 12 a day on this demo.

The one-pager agent

Type a broker. Get the brief before the call.

The agent you reacted to on our call. It researches the broker and the firm live, then writes one page: who they are, what their book probably holds, which of your products fit, three things to say, the MGA objection, and the first question to ask. Saved to a link the underwriter can forward.

Funnel math

Signals to submissions, with the assumptions exposed.

Emails per day, across all underwriters

Gmail-safe per sender is about 20. Three underwriters is 60.

Sending days per month

Reply rate %

My own engine runs about 25% on cold. Signal-led should do better; I'd plan on 20.

Replies that become a meeting %

About 5% of sends on my engine, which is 20% of replies.

Meetings that produce a submission in 60 days %

Assumption. This is the number I most want from you.

Submissions that get an indication %

Industry rule of thumb is 40%; Shepherd's 24-hour desk should beat it. 55 is a guess.

Emails sent420

Replies105

Meetings21

New submissions11

Indicated6

Per month, from this play alone, before any existing broker sends more. Change any input; the math is live. The reply and meeting rates are from my own outbound; the submission and indication rates are assumptions I want to replace with your numbers on the call.