For insurance agents, the hardest part of the job isn't selling. It is sourcing. You are likely juggling spreadsheets, fighting with outdated lead vendors, and wasting hours manually vetting MC numbers on SAFER.
PollyAI simplifies DOT lead generation by delivering fresh, actionable data in a streamlined morning routine. Consistency is key. When you can source and contact leads in just 15 minutes a day, outreach becomes habitual. Your pipeline stays full and your close rates improve.
Access Fresh Data
Log in and access newly registered DOTs and validated renewals instantly.
Build the List
Filter by risk profile: Fleet size, current provider, and cargo type.
Launch Campaign
Deploy a personalized sequence via API using your own domain.
Pipeline Management
Sync leads to SAFER & SMS data for informed follow-ups.
Step 1: Source High-Intent Data
Every successful sales day starts with accurate data. When you log into PollyAI, you aren't looking at data from last quarter. You are accessing newly registered DOTs uploaded daily along with verified carrier information.
You have two distinct plays here:
- New Authorities: Catch them immediately as they enter the market.
- The "Precision" Renewal: Target established fleets with policies expiring next month (e.g., February).
Step 2: The Risk Profile Filter
Building a list isn't just about volume. It is about risk appetite. PollyAI allows insurance agents to filter DOT leads by critical factors that impact premium and insurability.
Don't waste time quoting fleets that don't match your appetite. Filter for Interstate vs. Intrastate status, or target fleets currently insured by specific providers. For example, you might look for fleets using expensive or direct-to-consumer carriers to offer them a better rate or dedicated agent service.
The Ideal Insurance Prospect Profile
- Renewal Date: 30-45 Days Out
- Current Insurer: Target expensive/direct providers
- Operating Status: Interstate (Authorized for hire)
- Fleet Size: 3 - 20 Power Units (Growth Phase)
Step 3: Automated Outreach
Once your list is built, launching outreach is effortless. Insurance agents can send DOT-focused email campaigns directly from PollyAI using our Nylas integration.
This is crucial: You are sending from your own domain. This isn't a generic marketing blast that lands in spam. It is a personal introduction, scaled.
from nylas import APIClient
def execute_campaign(carrier_queryset):
nylas = APIClient(settings.NYLAS_CLIENT_ID)
for carrier in carrier_queryset:
if carrier.insurance_status == "Active":
nylas.messages.send({
'to': carrier.email,
'subject': "Feb Renewal / Competitive Quote",
'body': render_to_string('email/quote_request.html')
})
# Celery Task Complete: 204 Emails Sent.
Step 4: Connect the Dots (Pipeline Management)
By the time most agents are opening their inbox, your leads are already flowing into the pipeline. But the job isn't done when the email is sent.
PollyAI connects each DOT lead to SAFER data, SMS scores, and insurance filings. This means when a prospect replies, you already know their safety rating and filing history. This makes your follow-up faster and more informed.