How to build an insurance agent email list
To build an insurance agent email list, filter for Insurance > Insurance Agencies and Brokerages, then search the titles this trade uses: Agency Principal, Agency Owner, Producer and Insurance Broker. Split independent agents from captive ones, set your states and agency size, and export verified work emails.
This is for companies selling to agencies: software vendors, carriers recruiting agents, wholesalers and marketing services. Selling to agents in another trade? See the real estate agent email list.
Who sells to insurance agencies
| You sell | What the agency buys | Who to email |
|---|---|---|
| Agency management software | Policy records, quoting, renewals | Agency Principal, Agency Owner, Operations Manager, COO |
| Carrier appointments | New markets to quote | Agency Principal, President, Commercial Lines Producer |
| Wholesale and MGA programs | Access to hard-to-place risks | Commercial Lines Producer, Account Executive, Agency Principal |
| Marketing and website services | Local SEO, email newsletters, referral programs | Agency Owner, Marketing Director, Sales Manager |
| Internet leads | Auto, home, life and Medicare leads | Producer, Licensed Insurance Agent, Agency Owner |
Independent or captive: decide first
Independent agents quote many carriers and choose their own tools. Captive agents write for one carrier and work inside its systems. Most lists mix them, and half your pitch dies on arrival.
| Buyer | Can buy | Cannot buy |
|---|---|---|
| Independent agency owner | Software, carrier appointments, marketing, leads, staff | Nothing off limits |
| Captive agent | Their own marketing, leads, office staff | Management software, other carriers' products |
The titles agencies use
| Role | Job titles to search |
|---|---|
| Owner | Agency Owner, Agency Principal, Principal Agent, President, Founder |
| Agents selling their own book | Independent Insurance Agent, Licensed Insurance Agent, Insurance Agent |
| Producers | Producer, Commercial Lines Producer, Personal Lines Producer, Account Executive |
| Brokers | Insurance Broker, Employee Benefits Broker, Benefits Consultant |
| Operations | Agency Manager, Operations Manager, COO, Marketing Director |
Under Exclude job titles, add Customer Service Representative, CSR, Claims Adjuster, Underwriter, Intern and Assistant.
Where insurance lists go wrong
- Captive agents in an independent list: many list the carrier as their employer. Leave out the 10000+ band, and add State Farm Agent, Allstate Agent and Farmers Agent to Exclude job titles. Selling them leads? Search those titles instead.
- Ambiguous titles: Producer also finds film producers, Principal finds school heads, and Broker finds mortgage brokers. Always set the industry before you add them.
- Carrier staff: Insurance Carriers is full of underwriters and claims teams who buy nothing from an agency vendor. Keep it out of an agent list.
How to build it in ContactYard
ContactYard searches 100M+ verified B2B prospects. The example follows Quillstack, a fictional agency management software company selling to independent agencies in Ohio and Indiana.
Step 1: Pick the agencies
In Industry, choose Insurance, sub-industry Insurance Agencies and Brokerages. In Services, add Insurance Services. Add “independent insurance agency” in Keywords to lean toward independents.
Step 2: Set states and agency size
Quillstack adds Ohio and Indiana in Company Location, then picks 1 to 10, 11 to 20 and 21 to 100 under Employee Headcount. Regional brokers at 101 to 250 get their own saved search.
Step 3: Add titles and excludes
In Job Title, add Agency Owner, Agency Principal, Principal Agent, President and Agency Manager on Smart. Then add the excludes from above, including the captive titles.
Step 4: Check, save and export
Turn on Email required, and Phone required for a call list. One credit covers the verified work email, the mobile when available and the verification. Open 10 to 20 rows, click Save, then export the CSV. Clean a list before you send if you are adding an older file.
Have agency websites from a state association directory? Paste up to 1,000 into Company Domain. Have producer names from a conference? Use Enrich Contacts. How to build a prospect list explains every filter, and how to get phone numbers for cold calling covers the call side.
Filter recipes by line of business
| List | Keywords | Job titles | Employee Headcount |
|---|---|---|---|
| Independent P&C owners | independent insurance agency, property and casualty | Agency Owner, Agency Principal, President | 1 to 10, 11 to 20, 21 to 100 |
| Commercial producers | commercial insurance | Commercial Lines Producer, Producer, Account Executive | 21 to 100, 101 to 250 |
| Life and final expense | life insurance, final expense | Life Insurance Agent, Licensed Insurance Agent, Agency Owner | 1 to 10, 11 to 20 |
| Medicare agents | Medicare | Medicare Agent, Licensed Insurance Agent, Agency Owner | 1 to 10, 11 to 20, 21 to 100 |
| Benefits brokers | employee benefits | Employee Benefits Broker, Benefits Consultant, Principal | 11 to 20, 21 to 100, 101 to 250 |
| Insurance industry list | None; use sub-industry Insurance Carriers | VP of Distribution, Chief Underwriting Officer, Director of Claims, CIO | 251 to 500 and up |
Tip: Timing: Medicare agents are buried during annual enrollment, October 15 to December 7, and commercial producers are deep in renewals before January 1. Send outside the rush, as with CPA firms and tax season.
Ready-made insurance agent lists vs building your own
A ready-made file mixes captive and independent agents, as of whenever it was compiled. ContactYard gives you only your line, states and agency size, with every work email verified and data refreshed every 30 days.
Growth is $49 a month for 10,000 contacts and Scale is $99 for 30,000, about $3.30 per 1,000. Published prices per 1,000 elsewhere: Apollo $18, Lusha $75, ContactOut $131, UpLead $371. Where to buy email lists compares list vendors.
Worked example: Quillstack
Quillstack, fictional agency management software (illustrative numbers)
- Filters
- Insurance > Insurance Agencies and Brokerages, Services: Insurance Services, Ohio and Indiana, headcount 1 to 10, 11 to 20 and 21 to 100
- Job titles
- Agency Owner, Agency Principal, Principal Agent, President, Agency Manager
- Exclusions
- State Farm Agent, Allstate Agent, Farmers Agent, CSR, Claims Adjuster, Underwriter, Intern
- Contacts
- 2,500 independent agency owners and managers
- Data cost
- Growth: $49 a month for 10,000 contacts
- Same contacts elsewhere
- 10,000 to 30,000 credits at 4 to 12 credits per contact
FAQ
- Where can I get insurance agent lists?
- Build them in ContactYard: filter Insurance > Insurance Agencies and Brokerages by owner and producer titles, your states and headcount, and see the total before you export verified work emails.
- How much does an insurance agent email list cost?
- On ContactYard, $49 a month for 10,000 contacts or $99 for 30,000, mobile included when available. Published prices elsewhere run $18 to $371 per 1,000.
- How do I get an insurance agents email list for one state?
- Set the Insurance Agencies and Brokerages sub-industry, add that state in Company Location, and search Agency Owner, Producer and Licensed Insurance Agent.
- What is an insurance industry email list?
- A wider list that also covers carriers and claims firms. Use Insurance > Insurance Carriers with distribution, underwriting and claims titles, and keep it separate from your agent list.
Start free, set Insurance Agencies and Brokerages, add your states and see how many agency owners you can reach before you export.
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