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Insurance broker leads for payment providers

Build your own list of insurance brokers, fill in missing emails and offer your card terminals, online payments and merchant services to them in small, personal batches.

  • Public sources for insurance brokers
  • Fields that fit the industry
  • No credits, no rented data
Riftjaw dashboard with engagement chart, audience health, lead sources and activity feed

Selling card terminals, online payments and merchant services to insurance brokers

Insurance brokers range from local independents to firms with commercial, personal and specialist teams. Directors and operations managers decide on software, marketing and partnerships, and they value tools that cut admin and support renewals.

Payment providers and their resellers reach merchants through field sales, partners and direct outreach to shops and hospitality businesses. A lead database of merchants lets you track who you visited, who replied and who signed up.

Every month you do not reach insurance brokers with a clear offer, someone else does. A list you own lets you work the market in a steady rhythm instead of in bursts.

What payment providers run into with insurance brokers

Field sales and email outreach use different lists.

Keep every merchant in one database with statuses that both field and office staff can see.

Merchant lists from directories are full of duplicates.

The import flags duplicates within the file and against your database before anything is published.

Broker lists mix large firms and one person operations.

A staff field and a saved filter per size let you send a different message to each.

Quotes@ addresses are handled by staff who only process requests.

Tick info@ and office@ as well and record which prefix got a reply.

A week of prospecting in Riftjaw

Monday: collect

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

List of imports and scrapes in Riftjaw
Every import stays on record with its lead file, date and status.

Tuesday: fill in

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

Contacts list in Riftjaw with company, phone, email, segment, campaigns and tags
The contacts list in Riftjaw: every company with its town, phone, email and segment.

Wednesday: reach

Send one mail about your card terminals, online payments and merchant services 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
A contact in Riftjaw with its pipeline status, tags, details and campaign history.

How to open a mail to insurance brokers

Write one mail with placeholders and let the details change per record. These openings tend to work with insurance brokers.

  • Focus on renewals and client retention, which drive a broker's income.
  • Speak to their niche, such as trades or fleet cover, rather than insurance in general.
  • Stress compliance and data handling, since brokers are regulated.
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 insurance brokers

Record these and you can split the list later, write sharper mails and see who fits your offer.

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.
Lines of businessCommercial, personal or specialist lines need different approaches.
StaffTeam size shows budget and complexity.
Broking systemTheir current platform matters for software offers.
Network or independentNetwork members often buy through the network.
NicheBrokers that focus on one trade are good partners for that trade.

Questions people ask

Many brokers describe their niche on their website. Record it in a field or tag during research and save a filter for that niche.

Yes. There are no per user fees and everyone sees the same records, notes and email history.

If your file has an email column, that wins. If it only has websites, tick the prefixes you want, such as info@, enquiries@, office@ and quotes@, 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 a database you own

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

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