Duplicate contacts when you sell to insurance brokers
How many companies appear in your list twice? Here is how people who sell to insurance brokers fix it.
How many companies appear in your list twice?
When you combine lists from several sources, the same company shows up more than once with slightly different details. Cleaning that up by hand is slow.
It hits harder when you sell 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.
Duplicates mean double emails, confused statuses and a list that looks bigger than it is. They make your outreach look sloppy.
Duplicates flagged before they enter your database.
Every lead file has a key field that Riftjaw uses to spot duplicates. On import, duplicates inside the file and against your existing database are flagged before anything is pushed. You decide what goes in.
- Fields that fit insurance brokers, such as lines of business
- Email prefixes that fit, like info@, enquiries@, office@ and quotes@
- Status, tags and a segment on every record
The fix, step by step
- Pick a key field. Choose the field that identifies a company, such as website or email.
- Import the list. Riftjaw checks the file and your database for matches.
- Review the flags. Skip the duplicates and publish only new records.
Other walls when prospecting insurance brokers
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.
You lose track of who has already had a demo.
Set the status to Replied or Customer and add a note, then narrow the next campaign to status New.
Fields worth recording for insurance brokers
Add these as fields in your lead file. Any column in your import can become a field.
| Field | Why it helps |
|---|---|
| Company name | The key field. Duplicates are checked on it or on the website. |
| Website | Needed to derive an email when the export has none. |
| Lines of business | Commercial, personal or specialist lines need different approaches. |
| Staff | Team size shows budget and complexity. |
| Broking system | Their current platform matters for software offers. |
| Network or independent | Network members often buy through the network. |
| Niche | Brokers 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.
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