Retail & specialty agencies
Reach insured-business owners or finance and operating buyers that match the practice.
Industries / Property & finance
Commercial insurance
Conversations matched to the business you write.
We help commercial insurance teams reach relevant business buyers or distribution partners. Choose managed outreach or a separate research-handoff service.
Who this is for
Built around the work
you want to win.
For commercial P&C retail agencies, wholesale brokers, MGAs, program teams and relevant carrier distribution units.
Wholesale, MGA & carrier teams
Reach suitable agents, producers or program partners for the actual distribution model.
Research handoffs
Receive source-backed account or project context and a responsible contact route. Your team handles pursuit; buyer interest is not implied.
An illustrative conversation
What the handoff
could look like.
An example of the scope we would agree, rather than a client result or a live opportunity.
For a retail agency, an appropriate business owner agrees to discuss insurance with your licensed team. For a wholesaler, a suitable retail-agency principal is open to a distribution conversation.
How the work happens
From a clear brief
to a relevant discussion.
- 01
Agree the operating model
Define insured accounts versus distribution partners, appetite and exclusions.
- 02
Research fit
Check actual operations, footprint and the responsible buyer or partner.
- 03
Use the agreed service
Managed outreach handles contact and replies. Research-only handoffs stop before outreach.
- 04
Keep outcomes separate
Report the qualified conversation or delivered research against its own criteria.
Your expertise.
Your decision.
Your licensed team handles coverage advice, applications, quotes, submissions, appointments, underwriting, placement and closing. AFT does not act as an insurance producer.
Before we begin
A few practical
questions.
Is research-only delivery a booked meeting?
No. It provides evidence, context, timing and a route for your team to pursue. Interest remains unconfirmed until the buyer says so.
Can you find retail-agent partners for a wholesaler?
Yes, with state, class, agency profile and existing-partner exclusions agreed first. That is different from acquiring insured businesses.
Does an expansion reveal an insurance renewal date?
No. Public activity can justify research but does not establish renewal timing, uninsured status or a desire to change brokers.
How are fees scoped?
Managed outreach and research handoffs have separate terms. Qualification, any setup or technology fees, results fees and exclusions are agreed in writing before work begins.
Start with your market
What would a useful
conversation look like?
Tell us who you want to reach, where you work and what makes an account worth your time.