Cosmo Insurance Agency · prepared for Connie · Oct 14, 2026
15 employers a month who are ready to switch brokers, on your team's calendar.
What we agreed last week, in one place, so you can decide today.
What you told us
From our call on Oct 7.
Who
Employers of about 30 to 250 people, any industry. All US, East Coast first.
Dream client
High enrollment so they're easy to quote, a healthy group, and ready to move off their current broker.
The worry
Not budget. Whether the team can take on new groups during the January renewal rush.
Your market
People we can email today, with a verified address, at companies of 20 to 249 employees.
4,700+
Company presidents in New Jersey alone.
80,000+
Company presidents across the East Coast, Maine to Florida.
+ CEOs and owners
On top of that, so we never run out of people to reach.
How it works
Step 1
We email the ownersThe same way we reached you. Each employer only hears from us because of you, and we never pass them to another agency.Step 2
Our setter calls everyone who says yesConfirms headcount, why they want to switch, and when they renew.Step 3
Booked on your calendar, with a briefYour producer gets the details before the call, then pulls the census as usual.
The plan: one month, no commitment
FIRST MONTHOne-time
$4,725 once
- 12 qualified appointments guaranteed in month one
- Owners in your territory, in your group size, with a need in the next 3 months
- Pay once. Nothing renews automatically.
- At the end of the month we look at the results together. You decide if you want to continue.
If you continue
$4,725 / month
- 15 qualified appointments a month
- Month to month
The guarantee
Every appointment we fall short is credited, $315 each. No-shows get replaced. And if you're not happy for any reason in the first 7 days, you get the whole payment back.
About capacity
15 meetings is not 15 new groups. If 1 in 5 close, that's about 3 new groups a month for your team to onboard, and they land after January renewals are done, not during.
Next step
- Say yes on this call.
- We send the payment link and a one-page agreement.
- Onboarding form the same day, first emails go out on pre-warmed inboxes.