For commercial agencies
Insurance agencies
LiveTurn public market signals into qualified conversations — with a producer approving everything before it sends.
Built with an independent commercial agency. Mako finds newly registered and renewal-ready businesses, puts them in priority order, prepares the outreach, waits for approval, and reports what actually worked.
Reference workspace: Eton Bridge (design partner) + Demo Commercial Insurance
Problems
What we solve
- 1
Paid leads are expensive and unreliable — producers need owned, high-intent signals.
- 2
No repeatable system from discovery to follow-up to attributable revenue.
- 3
Compliance risk if AI invents coverage, pricing, or eligibility claims.
- 4
Producer time is wasted on list chaos instead of conversations.
Modules
What ships in this pack
New Registrations
Official registry filings matched and deduplicated.
Renewal Businesses
Businesses approaching renewal, scored into Leads.
Liquor Licensees
License holders scored and promoted into Leads.
Lead Pipeline
Owned working queue with assignment and call process.
Outreach Approvals
Human approve before send — no invented claims.
Growth Events
Local talks and mixers with referral follow-through.
Analytics
Wins, reply rates, and recorded revenue.
Workflow
How the flow works
- 1
Registry & signal sources
- 2
Score & prioritize
- 3
Draft outreach
- 4
Human approve
- 5
Send & measure
Outcomes
What you get out of it
More qualified commercial conversations from owned signals
Hours back for producers — less list chaos, clearer next actions
Attributable pipeline with approval discipline and compliance guardrails
We'll look at how your business runs and show you what we'd set up first
No product tour of everything Mako can do. A specific recommendation for your agency — and an honest answer if it isn't a fit.
