For actuarial & insurance advisory firms
CRMCoPilot helps actuarial and insurance consulting firms identify organizations that match their expertise, research key decision-makers, and develop targeted, personalized outreach campaigns.
Free plan with 5 verified leads a week · No credit card · Native CRM connections on paid plans
The problem
Your services fit a small set of carriers, payers and plan sponsors. Volume prospecting doesn't help.
Understanding a carrier's lines and structure before reaching out takes hours.
The same people run valuations and build relationships, and deadlines win.
Engagements take months of trust-building and well-timed follow-up.
Business cards from industry meetings rarely turn into an organized follow-up plan.
Prospects live in spreadsheets, inboxes and a CRM that nobody updates.
How it works
Describe who you sell to in plain English, then refine with filters and the products or services you offer.
In actuarial consultingDefine target organizations: carriers, reinsurers, TPAs, health plans or plan sponsors, by size and region.
Search a licensed company and contact database, the public web and Google Maps. Fit scoring ranks results against what you sell.
In actuarial consultingSearch finds matching organizations, ranked against your practice areas.
Filter by job title, seniority and people new in their role. Decision-maker search is on paid plans.
In actuarial consultingFind chief actuaries, CROs, CFOs, benefits directors and analytics leads.
Emails are checked for deliverability before use. Unlock a work email for 1 credit, only when one is found.
In actuarial consultingUnlock verified emails and read AI research on each organization before you reach out.
Native connections to GoHighLevel, Zoho CRM, Pipedrive, HubSpot and Salesforce, with duplicate checks by email and company domain.
In actuarial consultingSend accounts and contacts to your CRM, with an owner assigned to each partner.
AI drafts research-backed emails and video scripts. Sequences send from your Gmail and stop when a prospect replies.
In actuarial consultingSend considered, partner-reviewed outreach and follow-ups that stop on reply.
AI agents for actuarial consulting
These are workflows you configure in CRMCoPilot, not ready-made templates. Each card shows what's available today.
Available nowa shipped feature does thisBuild it todayset up from search, scoring and AutopilotPartly availablesee the note on the card
Your expertise fits specific types of insurance organizations.
Runs a saved search for carriers, reinsurers, administrators, insurtechs or health payers by size and region, ranked against your practice areas.
Built with: Saved search + fit scoring
Build an agent for this workflow →Engagements are bought by a small number of senior leaders.
Finds contacts by title at each target account and flags people new in their role.
Built with: Title + new-in-role filters (decision-maker search on paid plans)
Build an agent for this workflow →Regulatory and market changes create reasons to talk.
Researches each target organization from public sources, with citations, so your outreach can connect to topics such as reserving, reporting or plan valuation.
Built with: AI research on individual prospects
There's no continuous regulatory monitoring. CRMCoPilot doesn't make legal, regulatory or actuarial determinations. Your professionals do.
Build an agent for this workflow →Partners need follow-up to happen without sounding like a mass campaign.
Drafts research-backed emails based on your specialization and the prospect's situation, and runs follow-up sequences that stop on reply.
Built with: AI research and pitch + sequences + CSV import (paid plans)
Start using this today →Illustrative workflow. You bring the contacts you met; CRMCoPilot helps you research, organize and follow up.
Integrations
Sending leads to a CRM, sequences and LinkedIn campaigns need a paid plan. See all integrations.
Example
A healthcare actuarial practice wants to deepen relationships with regional health plans over two quarters.
An organized account list with research and partner-led follow-up, without treating specialist services like a volume campaign.
Ways to work with us
Free plan, then from $99/month
Your own account, from $1,500/month
No login needed, from $750/month
Results vary by market and offer.
No. For specialist firms, CRMCoPilot works best for precise, account-based prospecting: a focused list of organizations, research on each one, and partner-reviewed outreach.
Yes. Import a CSV of contacts you collected yourself. CRMCoPilot doesn't pull conference attendee lists or access private attendee databases.
No. AI research looks up individual prospects from public sources and cites them. It doesn't monitor regulations or make regulatory or actuarial determinations.
No. You can search, review and run outreach inside CRMCoPilot. To send leads to a CRM, connect GoHighLevel, Zoho CRM, Pipedrive, HubSpot or Salesforce through a native connection; this requires a paid plan. Paid plans can also export a CSV.
Yes. Paid plans send multi-step sequences from your connected Gmail, with AI-written steps if you want them. Sequences stop automatically when a prospect replies, and unsubscribes, bounces and do-not-contact entries are respected. LinkedIn campaigns run through your own Meet Alfred account.
There's a free plan with 5 verified leads a week and no credit card. Paid plans start at $99 a month and add more credits, AI and Autopilot agents, CRM delivery and outreach. Managed plans start at $1,500 a month. See pricing for details.
Start on the free plan with 5 verified leads a week, or talk to us about your market first.
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