AI-powered prospecting for commercial insurance brokers.
Surface construction loans, building permits, M&A activity, and executive transitions before your competition. Each lead ships with the named CFO or VP, their LinkedIn URL, second-source verification, and outreach-ready briefs.
Built for builders risk, OCIP, CCIP, GL, and surety producers
PrimeVantage scans 12+ source categories — building permit filings, local business journals, SEC capital raise filings, court records, trade pubs like Bisnow and CoStar, press wire services, hyperscale data center pubs, PE/M&A intel, university announcements, and planning commission docs — and surfaces only opportunities that match your target verticals, geography, and minimum deal size.
What you get with every signal
- A real, named decision-maker (CFO, VP Development, Risk Manager) with their LinkedIn URL
- Second-source verification — the trigger event must appear in 2+ independent sources
- Incumbent broker detection — know whether this is greenfield or a displacement opportunity
- AI-drafted email + LinkedIn note in the right tone (professional / warm / consultative / ultra-brief)
- Specific coverage angle (Builders Risk + OCIP, GL tower layering, surety bonding capacity)
- Recency-weighted scoring — fresher triggers (under 7 days) score higher
How it fits into your workflow
PrimeVantage is the top of your funnel — it feeds your CRM (Salesforce, HubSpot, Applied Epic) with verified, qualified opportunities. It does not replace your CRM. Click "Add to Pipeline" to track deals through your stages, log activity per signal, and use Pipeline Pulse to get daily news on every active account you are working.
Frequently asked questions
How is this different from ZoomInfo or Apollo?
ZoomInfo and Apollo are static contact databases — they tell you WHO to email. PrimeVantage is event-driven — it tells you WHEN a company has a fresh trigger event worth your attention (a new construction loan, permit, exec hire, or M&A). Smaller universe, much higher conversion. The two tools complement each other; PrimeVantage feeds the top of the funnel, ZoomInfo/Apollo extends contact coverage.
What verticals does it cover for commercial insurance?
Multifamily, data center, industrial, mixed-use, hospitality, office, retail, construction loans, PE recapitalizations, and executive transitions. You set your focus verticals in Settings; signals are scored against them.
How do I know the lead is real?
Every signal goes through a two-stage AI pipeline: Claude Haiku searches across our source universe, then Claude Sonnet enriches each signal with web verification — must appear in 2+ independent sources, with named decision-maker, with a confirmed dollar amount or named project. Signals that fail these gates are downgraded or rejected.
Can I track multiple geographies?
Yes. Settings → Geography lets you toggle markets on/off (Phoenix Metro, Scottsdale, Tempe, Tucson, Las Vegas) and add custom markets. The AI prioritizes signals from your active geographies.
How much does it cost?
Starter ($199/mo, 150 opportunities), Pro ($549/mo, 500 opportunities + Company Research, Watchlists, Pipeline Pulse, Find Contact, Accounts/Contacts/Reports), Team ($2,499/mo, 2,000 opportunities + CSV export + dedicated CSM). Pro includes a 3-day free trial.
Start finding builders risk and OCIP deals you would have missed.
3-day free trial of Pro. No credit card required upfront. Cancel anytime.
Start 3-day free trial →One deal pays for the year
150 high-quality opportunities per month, each fully briefed with AI-generated outreach.
Start Free Trial →500 opportunities per month plus full intelligence suite — research, pulse monitoring, accounts & contacts, and reports.
Start Free Trial →2,000 opportunities per month with CSV/API exports and a dedicated customer success manager.
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