Lead pulls
Build a cold-outreach list in Market Tracker by insurer, state and city, then export it. Covers what a pull returns and the hourly export limit.
Lead pulls sits at the bottom of the Leads tab under the eyebrow Cold outreach. It builds a call list from criteria rather than from events: the tool to use when you want "everyone Progressive writes in Houston", not "everyone whose insurance lapsed this week".
#Building a pull
Three inputs:
- Insurer: the writing paper, placeholder
e.g. Progressive - State: defaults to
All states - City: placeholder
e.g. Houston
Run the pull and you get the matching carriers with the contact detail on their federal record.
#Exporting
Pulls export to CSV. Exports are rate-limited per user per hour, and hitting the limit returns the same message the Carriers export uses:
Export limit reached (10/hour). Try again in a bit.
It is one limit shared with the Carriers export: every export from either tab counts toward the same 10 per hour.
#Pulls versus the Carriers grid
Overlapping but not identical:
- Lead pulls is narrow and contact-oriented: a call list, quickly.
- Carriers is the full filter set, sixteen facets, and it can exclude carriers already in your Book via the My book filter.
For anything beyond insurer, state and city, use Carriers and export from there.
Note
Contact details come from the carrier's federal filing. Numbers go stale: an unreachable number is usually an out-of-date filing, not a missing carrier. A number or email that many carriers list is marked as shared (a registration service or a fleet office), so you can skip it or call it once.
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