We Prospect. You Close.
Every year, brokers repeat the same mistake: waiting until Q4 to scramble for Self-Funded deals. Fun fact: acquiring a corporate client in this industry takes 9 to 18 months. By the time you’re pitching, the decision’s already made. You’re left fighting for scraps while the best clients have locked in with someone who started way earlier.That means 97% of the market is untouched. Untapped. Lost.
We don’t play that game. We’re an extension of your team that keeps you in front of decision-makers year round – from calls to emails, texts, and personal outreach. Because you don’t need another task to manage. What you need is a partner that takes the heavy lifting off your shoulders. ProspectingBroker works while you sleep, and makes sure you stay ahead without the burnout.
How We Do It
Consistent prospecting with no days off.
Most brokers lose deals because of inconsistent follow-up.
With sales cycles lasting 9-18 months, staying top-of-mind is critical. We ensure persistent, strategic outreach – so no lead goes cold, no opportunity is lost, and you stay ahead of the competition.
1
Laser-Focused outreach
At Prospecting Broker, we run a double promotion strategy: broad outreach to keep your name in the market, and Laser Prospecting to win the deals that matter. Together, we handpick 30 companies that can actually become your clients, then we work them relentlessly all year.
2
No more missed opportunities.
Brokers know the frustration of letting potential clients slip through the cracks. Making one call, sending one email, and then forgetting about a prospect for months – sometimes years – is a waste of time. Then renewal season comes, and you’re left wondering: “Why didn’t I follow up?”
At ProspectingBroker, we keep you in front of your prospects year-round, ensuring every touchpoint, every email, and every follow up is strategically planned and executed. No more last-minute scrambling. No more forgotten leads. Just a steady, reliable flow of engaged prospects that convert into long-term clients.
3
Broker’s Back Office For High-Stakes Deals
2:29 duration
RUN
SALES
SIMULATION
Got a target revenue in mind? Turn it into a step-by-step action plan with our Prospecting Calculator. In seconds, you’ll see your future numbers, the deals you could unlock, and how sticking to the right targets reshapes your entire business.
Book
CLICK HERE >> to access a powerful playbook that shows you how to read every prospect’s mindset, smash through resistance to change, and unlock a clear vision of your brokerage’s future.
Download the first 50 pages of the book with insights on two types of B2B prospects you’ll ever meet in a corporate sector, and the hidden transition of change.
Webinar
Master Plan To Prospect For 100+ Life Groups
In 2025 And Beyond
Reaching out to 100+ life groups takes as much time, energy and work as smaller groups. But most brokers never dare to prospect bigger…
Register for the live webinar and discover how to tweak your outreach strategy and get noticed by high-level companies.
CHECKLIST: Package Your Consulting Services
Stop being the free sample. If you’re still giving away advice and hoping someone calls you back, it’s time to shift. Grab the Package Your Consulting Services Checklist and learn how to turn your expertise into a paid, premium offer that commands respect and closes real deals.
VIDEO TRAINING:The Voicemail Script
Salient is Built with modern tooling and includes a suite of simple to use, yet powerful performance options created to target page speed scoring. View the report from GTMetrix or Google Lighthouse.
Trusted by the best players of the market 
And then we thought: what if we make prospecting fun?
When your call is expected, there is no room for procrastination.
ProspectingBroker is the first one to break the wall of silence between you and your prospects, so you would experience only positive emotions from the first outreach.
Coming Soon
Watch your prospecting back office perform in real time
- Content calendar and publishing timeline
- Live update on the calls made by Prospecting Broker
- Lead notifications – both in-app and via WhatsApp
- Daily tasks, reporting on outreach performance
Stand strong against the big box
- Intuitive customer analytics
- Advertisement conversion events
- Automation of sales/marketing
For Brokers Who Are Committed To Growth
No kidding. The whole marketing team guided by a professional in brokerage business, for the price of one employee’s salary.
Save 20%
Prospecting Broker
$3,7k/ month
- Lead Search / 500 Leads /Year
- 4 Email Blasts/Month
- 2 Webinars/Month
- 2 Lead Magnets/Month
- Content DNA* Roadmap & Strategy Design
- Individually Designed First Call Script
- Individually Designed First Meeting Script
- 200 Dials/Month
- 4 Individual Coaching Calls With Margo White
- 8 Short Videos For Social Media Platforms
- “Hot Leads” Notifications On WhatsApp / Daily
- PERSONAL BRANDING PACKAGE
*annual plan, monthly payment
Laser-Prospecting
$8,2k/ month
- Everything in “Prospecting Broker”
- LASER-PROSPECTING FOR 30 COMPANIES (100+ LIFE GROUPS), INDIVIDUAL STRATEGY, HIGH CONVERSION RATE.
- Double Marketing Activity For Q4 (2x Prospecting For 3 Months), Including:
- +4 email blasts / Month
- + 2 Webinars / Month
- +2 Lead Magnets / Month
- +300 Dials / Month
- +8 Short Videos For Social Media Platforms / Month
- ADVANCED PERSONAL BRANDING PACKAGE
*annual plan, monthly payment
Group Prospecting
$15k/ month
- Lead Search 2000 Targeted Broker Leads/Year
- 8 Email Blasts / Month
- 2 Webinars / Month
- 4 Lead Magnets / Month
- 44 Laser Prospecting Calls To Brokers (done by M.White)
- 220 Cold Calls To Brokers (done by sales reps)
- Individual Presentation For every Broker Meeting
- Up To 500 Lead Follow-Up Dials
- 8 Individual Coaching Calls
- 16 Short Videos For Social Media Platforms
- “Hot Leads” Notifications On WatsApp
- CORPORATE BRANDING PACKAGE
**Marketing support for TPAs, Stop-Loss Groups, and Insurance Companies.
Prospecting Broker
$3k/ month
- Lead Search / 500 Leads /Year
- 4 Email Blasts/Month
- 2 Webinars/Month
- 2 Lead Magnets/Month
- Content DNA* Roadmap & Strategy Design
- Individually Designed First Call Script
- Individually Designed First Meeting Script
- 200 Dials/Month
- 4 Individual Coaching Calls With Margo White
- 8 Short Videos For Social Media Platforms
- “Hot Leads” Notifications On WhatsApp / Daily
- PERSONAL BRANDING PACKAGE
Laser-Prospecting
$6,5k/ month
- Everything in “Prospecting Broker”
- LASER-PROSPECTING FOR 20 COMPANIES (200+ LIFE GROUPS), INDIVIDUAL STRATEGY, HIGH CONVERSION RATE.
- Double Marketing Activity For Q4 (2x Prospecting For 3 Months), Including:
- +4 email blasts / Month
- + 3 Webinars / Month
- +3 Lead Magnets / Month
- +400 Cold Dials / Month
- +8 Short Videos For Social Media Platforms / Month
- ADVANCED PERSONAL BRANDING PACKAGE
Group Prospecting
$12k/ month
- Lead Search 3000 Targeted Broker Leads/Year
- 8 Email Blasts / Month
- 2 Webinars / Month
- 4 Lead Magnets / Month
- 44 Laser Prospecting Calls To Brokers (done by M.White)
- 220 Cold Calls To Brokers (done by sales reps)
- Individual Presentation For every Broker Meeting
- Up To 500 Lead Follow-Up Dials
- 8 Individual Coaching Calls
- 16 Short Videos For Social Media Platforms
- “Hot Leads” Notifications On WatsApp
- CORPORATE BRANDING PACKAGE
**Marketing support for TPAs, Stop-Loss Groups, and Insurance Companies.
Secure Your Package
+1k
Join the community
Scale your brokerage business
Scale your brokerage business
Scale your brokerage business
Scale your brokerage business
Scale your brokerage business
Start closing 100+ life groups
Start closing 100+ life groups
Start closing 100+ life groups
Start closing 100+ life groups
Start closing 100+ life groups
Frequently asked questions
What does CRM mean?
CRM stands for Content Relationship Management. Using a CRM platform gives everyone involved in your business a way to manage customer interactions to increase growth.
Is it really free to start?
Yes! You can opt to stay within the free tier for as long as you want to. It’s a great way to get a feel for the platform before deciding to upgrade to take advantage of the more advanced features.
Can I import data?
Yes! Getting your existing data in is easy. Simply export your existing customers to a .csv file and import them within a couple of clicks.
