Pick the lines you write best
We build the list around your appetite, say contractors in Hillsborough or trucking along I-4. Your producer gets accounts their carriers will actually quote.
Tampa Bay · Commercial insurance
1,624 agencies, one renewal date. Be the first call.
We call Tampa Bay business owners and CFOs for independent agencies and brokers, find out when their policies renew, and book the review meeting before the incumbent shows up with a quote.
- Owners and CFOs, not front desks
- Renewal month in every CRM record
- Hillsborough and Pinellas lists split
Why Tampa Bay
A crowded insurance market with plenty of businesses left to insure
Count the competition first. County Business Patterns lists 1,624 insurance agency and brokerage establishments in the Tampa, St. Petersburg and Clearwater metro. BLS counts 8,750 insurance sales agents working here. Progressive alone employs 5,000 people in Hillsborough County. Your prospect already has an agent, and probably a few more calling.
Now count the accounts. The same Census file shows 91,335 business establishments in the metro and 9,077 construction firms among them. Add 1,343 trucking companies, a busy port and new warehouse space going up along the I-4 corridor in Plant City and Sabal Park. Contractors need general liability, auto and bonds. Carriers need cargo and fleet cover. Warehouse operators need property and workers' comp. That is a lot of policies coming up for renewal every month.
The geography shapes the call. Hillsborough has the bigger offices, the ones in Westshore and downtown Tampa, where a CFO or office manager sits behind an assistant. Pinellas has more owner-run firms around the Gateway area and Clearwater, where the owner answers and wants to know fast why you are calling. One script does not fit both.
The agencies that win here are not the ones with the best ad. They are the ones that know the renewal month and call well before it. That takes a lot of dials, logged carefully, month after month. A producer selling full time cannot keep that up. BLS puts the mean pay for an insurance sales agent in this metro at $72,420 a year, so every hour they spend dialing is expensive.
We do the dialing from Nigeria, on the Eastern clock, and your producers take the meetings.
By the numbers
Commercial insurance & finance in Tampa Bay
Public figures, each linked to its source.
1,624Insurance agency and brokerage establishments in the metroCensus County Business Patterns 2023
8,750Insurance sales agents employed in the metro, at a mean of $72,420 a yearBLS OEWS, May 2025
5,000Progressive Insurance employees in Hillsborough County, FY2025Hillsborough County ACFR FY2025
9,077Construction establishments in the metro, each one a liability and bond accountCensus County Business Patterns 2023
Who we call
Who signs the commercial policy
Titles we reach
Business owner or presidentCFO or controllerOffice manager at a mid-size firmRisk managerHR director, for workers' comp and benefitsFleet or operations manager at a carrier
Where they areOffices in Westshore and downtown Tampa, owner-run firms around the Gateway area and Clearwater, and contractors, carriers and warehouses along the I-4 corridor out to Plant City.
What makes them take the call
- A policy renewal coming up next quarter
- A contractor bidding public or larger private jobs that need new bonds
- A new warehouse lease on the I-4 corridor or in Sabal Park
- A trucking company adding trucks or drivers
- A business that just moved into Westshore, downtown or the Gateway area
- Hiring posts that push a firm past a new headcount for workers' comp
The playbook
How we run outbound for Commercial insurance & finance in Tampa Bay
Ask for the renewal date, not the sale
The first call is short: who handles your insurance, and when does it renew. We log the month in your CRM even when the answer is not now.
Book the review early
When a renewal gets close, we call back and book a coverage review with the owner or CFO. That gives your team time to market the account.
Qualify before the meeting
We check headcount, lines of coverage, current carrier and who decides. Your producers stop driving across the bay for accounts that were never going to move.
Before Trifecta
Done before, for US companies
Before Trifecta, Safiya turned inbound marketing-qualified leads into sales-qualified leads at a US business-services firm, the same sorting that separates a real renewal from a price shopper.
Partner track record · before Trifecta
Marketing leads turned into sales-ready leads
At a US business-services firm, Safiya sat between marketing and sales. Inbound marketing leads came in; she called them, qualified them on need and fit, and passed only sales-ready leads, with notes, to the sales reps. The rest were logged and nurtured.
MQL to SQL conversionQualification before handoffClean CRM records
Led by Safiya Abdulsalam →
Trifecta is a new agency. These are the partners’ own past roles, shared with their permission and without naming the employer. See the full track record.
Questions
Commercial insurance & finance in Tampa Bay: questions
Do you know insurance, or will you sound like a telemarketer?
We are not licensed agents and we never quote or give coverage advice. We set the meeting. On the discovery call we learn your lines, carriers and appetite so our questions sound like someone who knows what a renewal is.
Can you call both Hillsborough and Pinellas businesses?
Yes. We split the list by county and area code, 813 and 656 on the Tampa side, 727 in Pinellas. The script changes too, because a Clearwater owner and a Westshore CFO want different first sentences.
What if the prospect just renewed?
Then we log the next renewal month and set a reminder. Most of the value in this work is a CRM full of dates. Those turn into meetings later.
When do your calls happen?
Our team is in Nigeria, five or six hours ahead of Tampa depending on the season. We work Eastern business hours, so owners hear from us during their day, never at night.
Will you compete with our own producers?
No. We only book meetings for your team. Producers keep the relationship, the quote and the commission, and they stop spending their mornings on cold dials.
Photos: Edgar Cotto / Unsplash, Ela108 Garwacka-Goralik / Unsplash.
Sources for figures on this page (7)
- U.S. Census Bureau: County Business Patterns 2023, metro file
- BLS Occupational Employment and Wage Statistics, May 2025
- Hillsborough County Annual Comprehensive Financial Report FY2025
- Bay News 9: Tampa Bay industrial boom driven by warehouses
- Westshore (Tampa)
- St. Petersburg, Florida
- List of Florida area codes
Book a strategy call
Get in front of Tampa Bay renewals before your competitors do
Book a strategy call. Tell us the lines you write and the businesses you want, and we will show you the first list we would call.
- 01We look at your offer, deal size and ideal buyer.
- 02We tell you which channel and package fits, and what volume to expect.
- 03You get a written quote. No pressure.