Collateral is the done-for-you growth team for commercial insurance agencies. We build your prospect lists, run your cold outreach and ads, create your lead magnets, and report on the meetings booked — so you can stay focused on writing policies.
Custom pricing, built around your agency and territory.
A full-time marketing hire costs $70K+ a year before they book a single meeting. Freelancers and generalist agencies don't understand commercial lines. And doing it yourself means nights and weekends instead of selling. Collateral is the third option: a complete marketing team, built for insurance, for a fraction of one salary.
What we do
We find the businesses in your territory that need coverage and email them from your domain — researched and personalized to each one, not a recycled lead list.
Nurture sequences and newsletters that keep you top-of-mind with prospects and renewals until they’re ready to talk to an agent.
Social ads and landing pages that turn ad spend into booked calls — built, launched, and optimized for you every month.
Coverage checklists, gap assessments, and guides your prospects actually download — so qualified leads come to you.
A dedicated strategist and a clear monthly report on pipeline, meetings booked, and exactly what we’re doubling down on next.
How it works
We learn your target industries, territory, and growth goals, then map a marketing plan for the quarter — channels, messaging, and the numbers we're aiming for.
Prospect lists, cold outreach, lead magnets, landing pages, and ads — we set it all up under your brand and start driving real conversations within weeks.
Qualified replies and booked calls land in your inbox and calendar. Each month we report on pipeline and meetings booked — then double down on what's working.
Why Collateral
We speak GL, BOP, workers' comp, commercial auto, and umbrella. No ramp-up spent explaining your business to a generalist — we already know your buyer and your lines.
Strategy, copywriting, ads, and design under one roof with a single point of contact. No stitching together vendors who don't talk to each other.
Get an entire marketing function — strategy through execution — for less than the cost of one salaried marketer. No recruiting, no overhead, cancel anytime.
Outreach sends from your own domain with CAN-SPAM-compliant throttling and verified addresses, so your sender reputation stays clean and your inbox keeps landing.
What you get
A full pipeline
Fresh prospects in your territory researched and contacted every month — never a recycled list.
Booked meetings
Qualified conversations that land on your calendar, so you spend time quoting instead of chasing.
Your time back
The whole marketing function off your plate — your week spent selling, not building funnels.
Who it's for
Solo Agents
No time and no team to market yourself. We become both — keeping your pipeline full while you focus on quoting and binding.
Growing Agencies
Keep every producer's pipeline full without adding headcount or managing a stack of marketing vendors yourself.
New Market Entry
Launching in a new city or vertical? We build awareness and demand before your first appointment, so you walk in warm.
FAQ
We only work with commercial insurance agencies, so there's no ramp-up explaining your business or your lines. And instead of juggling a copywriter, an ads person, and a designer who don't talk to each other, you get one accountable team running the whole funnel — strategy through execution.
Pricing is custom, based on your goals, territory, and which services you want us running — but it's always a fraction of a full-time marketing salary, with no long-term contract. Book a call and we'll scope a plan and a price that fits your agency.
Yes. Cold email goes from your own domain — not a shared platform — with CAN-SPAM-compliant throttling, business- hours-only sending, and verified addresses to minimize bounces. Every message includes your business name and a one-click unsubscribe, so your sender reputation stays protected.
A kickoff call, your target industries and territory, and access to send from your domain (plus your ad accounts if we're running paid). From there we handle the build, the copy, the design, and the day-to-day — you review and approve.
We typically have your lists, outreach, and first campaigns live within the first few weeks. Conversations build from there — cold outreach and paid funnels compound month over month as we learn what resonates in your market.
No. This is fully done-for-you — we run the tools and the work in the background. You just take the calls that land on your calendar and review the monthly report on what we've booked.
We'll run the marketing. You write the policies.
Book a call →