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All solutions

For commercial agencies

Insurance agencies

Live

Turn 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. 1

    Registry & signal sources

  2. 2

    Score & prioritize

  3. 3

    Draft outreach

  4. 4

    Human approve

  5. 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

30 minutes · a Mako team member joins

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.