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Accountant leads for insurance brokers

Build your own list of accountants, fill in missing emails and offer your business insurance and risk cover to them in small, personal batches.

  • Public sources for accountants
  • Fields that fit the industry
  • No credits, no rented data
Start free See how it works
Campaign results in Riftjaw with sent, opened and clicked per contact

Selling business insurance and risk cover to accountants

Accountancy practices range from sole practitioners to firms with several partners, and the partners make buying decisions together. They are careful, value compliance and tend to buy software and services that save staff time during busy filing periods.

Insurance brokers grow their commercial book through referrals, renewals and a steady stream of conversations with local businesses. A lead database of your own helps you plan those conversations by sector and renewal month.

The accountants that need business insurance and risk cover are listed publicly. What most insurance brokers lack is a list they own, with the right fields, that shows who was already contacted.

What insurance brokers run into with accountants

Prospect lists by sector are hard to keep organised.

Give each sector you specialise in its own segment.

Renewal dates pass before you get in touch.

Store renewal month on the record and filter on it when you plan outreach.

Accountants ignore mail during filing deadlines.

Pause the campaign and resume when the deadline has passed, with the send log showing where you stopped.

Directory data includes firms that have merged or closed.

Each record keeps its source and date, and you can archive firms that no longer exist.

A week of prospecting in Riftjaw

Monday: collect

Export a batch of accountants from public listings and import it. Duplicates are skipped.

Paste and collect in Riftjaw: a pasted web page turned into a table of companies
A pasted web page split into name, website, phone, address and city columns.

Tuesday: fill in

Derive missing emails with info@, office@, enquiries@ and admin@ and tag the records that look like a fit.

Database in Riftjaw with active contacts, segment, lead file and source
Everything you imported in one database, with the lead file, source and date on every contact.

Wednesday: reach

Send one mail about your business insurance and risk cover to the new segment, in small batches.

Segments in Riftjaw, each with its own name and number of contacts
Segments in Riftjaw, each with its own name and number of contacts.

Friday: follow up

Opens and clicks show up on each record. Set the ones who answered to Replied or Customer, so the follow-ups of the campaign skip them.

Contact panel in Riftjaw with pipeline status, tags, details and campaign history
One record per company: New, Contacted, Replied or Customer, with tags and every campaign it got.

What to say to accountants

Use one angle per campaign, so the results show which one gets accountants to click.

  • Focus on saving hours during busy filing periods, which every practice feels.
  • Mention security and compliance early, because accountants handle sensitive client data.
  • Keep the tone factual and precise, which suits how accountants make decisions.
Campaign editor in Riftjaw: pick a segment, write the mail and set the button
A new campaign in Riftjaw, with segment, status and tag filters, a test send and a preview.

Fields worth recording for accountants

Any column in your import can become a field. These are the ones worth keeping for accountants.

FieldWhy it helps
Company nameThe key field. Duplicates are checked on it or on the website.
WebsiteNeeded to derive an email when the export has none.
PartnersThe number of partners shows firm size and decision structure.
NicheFirms that focus on one sector buy specialist tools.
Practice softwareTheir current system shapes an integration or switch pitch.
Professional bodyMembership can hint at the type of work they do.
Managing partnerThe name of the person who signs off on purchases.

Questions people ask

Right after major tax deadlines, when the pressure drops. You can prepare the campaign in Riftjaw beforehand and start sending in small batches once the deadline has passed.

Yes. Add a field for the contact name and fill it when you know it. Placeholders like {first_name|there} fall back to a friendly greeting when the name is empty.

If your file has an email column, that wins. If it only has websites, tick the prefixes you want, such as info@, office@, enquiries@ and admin@, and Riftjaw derives addresses from each domain. Derived addresses are good guesses, not verified, so start with small batches.

Yes. The Free plan runs the whole pipeline on one list with small campaigns, and you do not need a credit card. Move to Pro when you want more lists, segments and bigger campaigns.

Build the list in a city

Accountants in BrisbaneQueensland, AustraliaAccountants in New YorkNew York State, United StatesAccountants in BristolUnited KingdomAccountants in PhiladelphiaPennsylvania, United StatesAccountants in BostonMassachusetts, United StatesAccountants in LiverpoolMerseyside, United Kingdom

Other markets for insurance brokers

HVAC contractor leads for insurance brokersHeating, cooling and service contractsPharmacy leads for insurance brokersIndependents and chain branchesLogistics company leads for insurance brokersHauliers, forwarders and warehousesRestaurant leads for insurance brokersThin margins and long hours

Build a database you own

Create your account, import your first list and see it turn into records you can work.

Start free See how it works

No credit card · cancel any time · your data stays yours