Scripts Objections Industry Intel Emails Carriers Policy Analyzer X-Dates Quotes Call Prep Pipeline

Lamb Insurance Sales Hub

Everything you need to dial smarter, close more, and know your industries cold.

15
Industries
6
Carriers
3
Call Objectives
100%
Nonprofit Focus
Why Clients Choose Lamb
🎯

Nonprofit specialists only

Every carrier relationship we have is built around the exact industries you serve. That specialization means better coverage and better rates.

🤝

Insurance as a service

We write loss runs letters, help fill out applications, and shepherd the whole submission. You focus on your mission.

🏦

Direct carrier relationships

Church Mutual, USLI, Great American, Chubb, Hartford, Philadelphia — relationships most brokers can't access.

📋

In-house placement team

Submit a whiteboard opportunity and our placement team takes over — finding the best market and coverage.

From Cold Call to Closed
1

Cold Call — Get the full policy

Full policy first. Dec page as fallback. Intro meeting as last resort. Log everything in Caffeine.

You
2

Policy Review — Find the gaps

Review what they sent. Identify missing coverages, low limits, wrong class codes. This is your ammunition.

You
3

Loss Runs Letter — Get their claims history

Draft the letter, get it signed, send it to their carrier. Carriers are required to respond.

You + Prospect
4

Insurance Application — Fill it out together

Walk them through it. You do the heavy lifting. This is where most brokers lose clients.

You + Prospect
5

Whiteboard Opportunity — Build the case

Log current coverage, what they're paying, and what you recommend. Placement team takes it from here.

You → Placement
6

Placement — Carriers go to work

Placement submits to the right carrier based on industry, coverage needs, and claims history.

Placement
7

Present & Close

Side-by-side comparison. Show the gaps, the improved coverage, the price. Let the numbers speak.

You