Prospect

More Outreach, Same Desk.

Research, contacts, drafts and follow-ups, done. You take the calls.

Test it against your messiest tower. No credit card required. Encrypted, isolated, held in Canada, never trained on.
The Problem

The Deal Dies on the Fourth Touch You Never Made.

Prospecting is seven touches over four months, and the seventh lands. What breaks it is the prep and the chasing. Miss one follow-up and the first six were for nothing.

Risk Scan

Let Them Tell You Where the Gaps Are.

Most AI makes you faster at work you already have. Risk Scan brings new leads. Send a branded scan; the prospect gets a report with their name on it, you get the lead.

yourbrokerage.com/scan
Free Risk Scan
A 4-minute check on where your coverage may have gaps.
1 / 12
Which best describes your operations?
ConstructionManufacturingHealthcare
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1

Send the scan

A branded scan link with your name and your logo. Email it, post it, share it in your follow-ups.

2

Prospect fills it out

Twelve industry-tuned questions. The prospect walks away with a real report. They got something useful before any sales conversation.

3

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. They filled in your form, so the consent is on record.

14+ industries building your pipeline
ConstructionManufacturingHealthcareCyber+10 more
How It Works

Work a Company Up From Nothing.

1

Company Profile

Industry, size, revenue, NAICS, locations and operations, pulled from public sources.

2

Exposures by Class

The risks that come with what they actually do, so the first conversation is about their business.

3

Decision-Makers

Names, roles, verified emails and direct lines.

4

Outreach in Your Voice

Email and LinkedIn drafts built on what you found, not a template. Multi-touch sequences scheduled and tracked, so nothing sits waiting for you to remember it.

Broker Agentx
Prospecting · Online
New Risk Scan lead just came in: Acme Industrial. Work them up.
Ask Broker Agentx anything...
Sample Output

What Comes Back.

One prompt. One company name. This is what comes back.

PROSPECT INTELLIGENCE REPORT
Company Profile
CompanyVertex Manufacturing Inc.
IndustryAdvanced Manufacturing
Revenue$42M to $58M (est.)
Employees180-220
NAICS332710
LocationsToronto (HQ), Brampton, Mississauga
Key Risks Identified
Product LiabilityHigh
Equipment BreakdownMedium
EnvironmentalMedium
Supply ChainMedium
Cyber / PII ExposureLow-Medium
Decision Maker
NameSarah Chen, VP Operations
Emails.chen@vertexmfg.ca ✓
Phone+1 (905) 555-0147 ✓
LinkedInlinkedin.com/in/sarahchen-ops

The verified contact and the opening line are the point.

It tells you where every detail came from. Contact data is checked, not guessed, and anything it can't verify is marked rather than filled in. You read every draft before it sends.

Pick Five Prospects This Week.

Have them worked up before you dial.