Cosmo Insurance Agency · prepared for Connie · Oct 16, 2026
15 employers a month who are ready to switch brokers, on your team's calendar.
Everything we agreed, in one place. Say yes today and the first emails go out Monday.
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.Step 4
We make sure they show upReminders before every meeting. A no-show is replaced, never counted.
What counts as a qualified appointment
- The owner, or whoever decides on benefits, is on the call.
- About 30 to 250 employees, any industry, in your territory (East Coast first).
- A real reason to talk: open to switching broker, a renewal or a need in the next 3 months.
- They show up. No-shows are replaced.
Who does what
We handle
- The list of owners in your market
- The offer and the emails
- Sending inboxes, never your own domain
- The setter who calls and qualifies
- Booking, reminders, a brief before every meeting
Your team
- A 15 minute onboarding form
- Approve the emails (one look)
- Take the meetings, pull the census, quote as usual
Versus hiring a sales rep
- About the same monthly cost, without months of ramp time.
- No tools to pay for, nobody to train or manage.
- Learnings from the 10 clients we run right now, applied from day one.
- A sales rep doesn't refund you when they miss. We do.
Timeline
Today, Fri Oct 16
Yes and paymentOne-page agreement and the onboarding form the same day.Mon Oct 19
First emails go outFrom inboxes that are already warmed up, so there's no two-week wait. You approve the emails first.Weeks 1 to 2
First owners say yesOur setter calls each one, qualifies them and books them on your calendar with a brief.Month one
12 qualified appointmentsOn your producers' calendars. Weekly numbers so you always know where it stands.End of month one
Review togetherAppointments held, groups in quote. You decide if you want to continue at 15 a month.
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.