Stop Spending Hours on Research
Manually researching, hunting contacts, crafting outreach. By the time you're ready, the opportunity has moved on.
Company to Outreach in Minutes
Input a Company
Name, domain, or industry criteria.
Automated Enrichment
Pulls from RocketReach, LinkedIn, websites, and public sources.
Decision-Maker ID
Identifies key contacts with verified emails and phones.
Personalized Outreach
Email sequences based on company profile and risks.
Risk Scan — the lead magnet for brokers.
Most AI in this category makes you faster at the work you already have. Risk Scan brings new leads to the table. You send a branded scan to a prospect. They fill it out and get a useful report with their name on it. You get the lead, the conversation starter, and a head start on the relationship.
Send the scan
A branded scan link with your name and your logo. Email it, post it, share it in your follow-ups.
Prospect fills it out
Twelve industry-tuned questions. The prospect walks away with a real report — they got something useful before any sales conversation.
You get the lead
The completed scan lands in your inbox with the prospect's answers, your suggested talking points, and the opening line for the call.
What Your Agent Delivers
One prompt. One company name. This is what comes back in under 3 minutes.
Complete Company Intelligence
Company Profile
Industry, size, revenue, NAICS, operations, subsidiaries, and locations — compiled from multiple sources in seconds.
Risk Exposure
Industry-specific risks and coverage gaps identified automatically based on the company's operations and sector.
Decision-Makers
Key contacts with verified emails and direct phones — sourced from RocketReach, LinkedIn, and public records.
Outreach Templates
Personalized email sequences tailored to each company's risk profile, industry pain points, and renewal timing.
LinkedIn Integration
Automated connection requests, profile research, and DM sequences — all native to your LinkedIn workflow.
Campaign Automation
Multi-touch prospecting campaigns across email and LinkedIn — scheduled, tracked, and optimized automatically.
See Prospecting in Action
Watch how Broker Agentx handles a real prospecting workflow — start to finish.