AI agents that handle prospecting, data sourcing, and outbound — reaching your ideal customers and COIs (loan officers, realtors, CPAs, lenders, and lawyers) so you can focus on closing.
AI-Powered Outreach
Done-For-You Service
Customers + COIs
How AI Agents Fill Your Calendar
$125K Pipeline Added AI-sourced opportunities this month
11 AI-Qualified Leads Added
Meeting Booked! Emma Smith, VP of Sales
Positive Reply This looks interesting, when can we chat?
COI Match Found Realtor added to priority pipeline
Like having an AI-powered sales team that never sleeps.
Sandra M, Founder
AI agents that automate prospecting, sourcing, and outbound — so insurance agents can focus on closing deals and building COI relationships
Working with Apex has been the single best decision for our sales team. They helped us target decision makers on LinkedIn and through email campaigns. In just 90 days, we closed 14 new accounts, a 47% increase in revenue. Colton walked us through every step and made sure the messaging was spot-on. Highly recommend to anyone serious about growth.
47%
Revenue Increase
Amir T.Risk Manager
Our systems were a mess - sales data in one place, client service in another, and accounting completely separate. Apex automated and integrated it all. Now everything speaks to each other. I personally save about 15 hours a week, and my staff finally has time to focus on customers instead of spreadsheets.
15hrs
Hours Saved Per Week
Sarah M.Agency Owner
Apex b2b's multi channel campaigns gave us access to decision makers we thought were unreachable. Their email + LinkedIn sequences consistently bring in conversations with high level execs. Since working with them, our pipeline has grown 55%, and revenue is up 33%. I can't imagine going back to the old way.
33%
Revenue Growth
Alyssa F.CMO
We brought in virtual assistants through Apex Growth to manage replies, schedule appointments, and handle basic customer service. It not only saved us $7,000/month in payroll but also cut our response times in half. Their operations team really knows how to simplify and scale.
$7K
Monthly Cost Savings
Brian C.President
Colton and Jake were phenomenal in helping us refine our messaging and campaign strategy. The automation opened doors to 60 new prospects a day, and we're seeing a consistent 42% close rate on LinkedIn conversations. Apex B2B doesn't just deliver leads - they deliver opportunities.
42%
LinkedIn Close Rate
Karen S.Commercial Sales Consultant
What really blew me away was how Apex B2B connected our marketing with our operations. Leads flow directly into our CRM, appointments are auto scheduled, and followup is automated. We've grown revenue by 40% in the last two quarters, and I finally feel like I can step back and focus on strategy instead of drowning in tasks.
40%
Revenue Growth
LW
Lisa W.Agency Owner
Working with Apex has been the single best decision for our sales team. They helped us target decision makers on LinkedIn and through email campaigns. In just 90 days, we closed 14 new accounts, a 47% increase in revenue. Colton walked us through every step and made sure the messaging was spot-on. Highly recommend to anyone serious about growth.
47%
Revenue Increase
Amir T.Risk Manager
Our systems were a mess - sales data in one place, client service in another, and accounting completely separate. Apex automated and integrated it all. Now everything speaks to each other. I personally save about 15 hours a week, and my staff finally has time to focus on customers instead of spreadsheets.
15hrs
Hours Saved Per Week
Sarah M.Agency Owner
Apex b2b's multi channel campaigns gave us access to decision makers we thought were unreachable. Their email + LinkedIn sequences consistently bring in conversations with high level execs. Since working with them, our pipeline has grown 55%, and revenue is up 33%. I can't imagine going back to the old way.
33%
Revenue Growth
Alyssa F.CMO
We brought in virtual assistants through Apex Growth to manage replies, schedule appointments, and handle basic customer service. It not only saved us $7,000/month in payroll but also cut our response times in half. Their operations team really knows how to simplify and scale.
$7K
Monthly Cost Savings
Brian C.President
Colton and Jake were phenomenal in helping us refine our messaging and campaign strategy. The automation opened doors to 60 new prospects a day, and we're seeing a consistent 42% close rate on LinkedIn conversations. Apex B2B doesn't just deliver leads - they deliver opportunities.
42%
LinkedIn Close Rate
Karen S.Commercial Sales Consultant
What really blew me away was how Apex B2B connected our marketing with our operations. Leads flow directly into our CRM, appointments are auto scheduled, and followup is automated. We've grown revenue by 40% in the last two quarters, and I finally feel like I can step back and focus on strategy instead of drowning in tasks.
40%
Revenue Growth
LW
Lisa W.Agency Owner
Working with Apex has been the single best decision for our sales team. They helped us target decision makers on LinkedIn and through email campaigns. In just 90 days, we closed 14 new accounts, a 47% increase in revenue. Colton walked us through every step and made sure the messaging was spot-on. Highly recommend to anyone serious about growth.
47%
Revenue Increase
Amir T.Risk Manager
Our systems were a mess - sales data in one place, client service in another, and accounting completely separate. Apex automated and integrated it all. Now everything speaks to each other. I personally save about 15 hours a week, and my staff finally has time to focus on customers instead of spreadsheets.
15hrs
Hours Saved Per Week
Sarah M.Agency Owner
Apex b2b's multi channel campaigns gave us access to decision makers we thought were unreachable. Their email + LinkedIn sequences consistently bring in conversations with high level execs. Since working with them, our pipeline has grown 55%, and revenue is up 33%. I can't imagine going back to the old way.
33%
Revenue Growth
Alyssa F.CMO
We brought in virtual assistants through Apex Growth to manage replies, schedule appointments, and handle basic customer service. It not only saved us $7,000/month in payroll but also cut our response times in half. Their operations team really knows how to simplify and scale.
$7K
Monthly Cost Savings
Brian C.President
Colton and Jake were phenomenal in helping us refine our messaging and campaign strategy. The automation opened doors to 60 new prospects a day, and we're seeing a consistent 42% close rate on LinkedIn conversations. Apex B2B doesn't just deliver leads - they deliver opportunities.
42%
LinkedIn Close Rate
Karen S.Commercial Sales Consultant
What really blew me away was how Apex B2B connected our marketing with our operations. Leads flow directly into our CRM, appointments are auto scheduled, and followup is automated. We've grown revenue by 40% in the last two quarters, and I finally feel like I can step back and focus on strategy instead of drowning in tasks.
40%
Revenue Growth
LW
Lisa W.Agency Owner
I was skeptical about outsourcing outreach, but Apex completely changed my mind. Their AI telemarketing and email sequences brought in 28 new commercial accounts in six months. The data they sourced was clean, the messaging was tailored to my niche, and their account manager kept everything running smoothly. I finally have a predictable pipeline.
28
New Accounts in 6 Months
DP
Derek P.Commercial Lines Producer
We struggled with no-shows and unqualified leads for years. Since partnering with Apex, our appointment show rate jumped to 88%. Their qualification process is unreal - every prospect that hits my calendar is pre-vetted and ready to talk. My producers are closing more and wasting less time. This is the real deal.
88%
Appointment Show Rate
MR
Monica R.VP of Sales
Hiring producers used to consume my entire week. Apex automated our recruiting outreach and now we get a steady flow of qualified candidates without lifting a finger. We cut our time-to-hire by 70% and brought on three top producers in Q1 alone. Their done-for-you approach to recruiting is a game changer.
70%
Recruiting Time Saved
JL
Jason L.Agency Principal
Apex set up an AI service agent that handles renewal reminders, policy questions, and cross-sell opportunities automatically. Our retention rate went from 81% to 94%, and we're seeing upsell revenue we never had before. The best part is my service team can finally breathe and focus on complex cases instead of routine follow-ups.
94%
Renewal Retention Rate
TK
Tanya K.Director of Operations
Before Apex, I was maybe booking 8-10 meetings a month on my own. Now I'm consistently getting 35+ qualified meetings every month through their multi-channel outreach. The SMS and LinkedIn DM campaigns are incredibly effective. I just show up, present, and close. They've completely transformed how I grow my book of business.
35+
Qualified Meetings Per Month
MH
Marcus H.Financial Services Advisor
I was skeptical about outsourcing outreach, but Apex completely changed my mind. Their AI telemarketing and email sequences brought in 28 new commercial accounts in six months. The data they sourced was clean, the messaging was tailored to my niche, and their account manager kept everything running smoothly. I finally have a predictable pipeline.
28
New Accounts in 6 Months
DP
Derek P.Commercial Lines Producer
We struggled with no-shows and unqualified leads for years. Since partnering with Apex, our appointment show rate jumped to 88%. Their qualification process is unreal - every prospect that hits my calendar is pre-vetted and ready to talk. My producers are closing more and wasting less time. This is the real deal.
88%
Appointment Show Rate
MR
Monica R.VP of Sales
Hiring producers used to consume my entire week. Apex automated our recruiting outreach and now we get a steady flow of qualified candidates without lifting a finger. We cut our time-to-hire by 70% and brought on three top producers in Q1 alone. Their done-for-you approach to recruiting is a game changer.
70%
Recruiting Time Saved
JL
Jason L.Agency Principal
Apex set up an AI service agent that handles renewal reminders, policy questions, and cross-sell opportunities automatically. Our retention rate went from 81% to 94%, and we're seeing upsell revenue we never had before. The best part is my service team can finally breathe and focus on complex cases instead of routine follow-ups.
94%
Renewal Retention Rate
TK
Tanya K.Director of Operations
Before Apex, I was maybe booking 8-10 meetings a month on my own. Now I'm consistently getting 35+ qualified meetings every month through their multi-channel outreach. The SMS and LinkedIn DM campaigns are incredibly effective. I just show up, present, and close. They've completely transformed how I grow my book of business.
35+
Qualified Meetings Per Month
MH
Marcus H.Financial Services Advisor
I was skeptical about outsourcing outreach, but Apex completely changed my mind. Their AI telemarketing and email sequences brought in 28 new commercial accounts in six months. The data they sourced was clean, the messaging was tailored to my niche, and their account manager kept everything running smoothly. I finally have a predictable pipeline.
28
New Accounts in 6 Months
DP
Derek P.Commercial Lines Producer
We struggled with no-shows and unqualified leads for years. Since partnering with Apex, our appointment show rate jumped to 88%. Their qualification process is unreal - every prospect that hits my calendar is pre-vetted and ready to talk. My producers are closing more and wasting less time. This is the real deal.
88%
Appointment Show Rate
MR
Monica R.VP of Sales
Hiring producers used to consume my entire week. Apex automated our recruiting outreach and now we get a steady flow of qualified candidates without lifting a finger. We cut our time-to-hire by 70% and brought on three top producers in Q1 alone. Their done-for-you approach to recruiting is a game changer.
70%
Recruiting Time Saved
JL
Jason L.Agency Principal
Apex set up an AI service agent that handles renewal reminders, policy questions, and cross-sell opportunities automatically. Our retention rate went from 81% to 94%, and we're seeing upsell revenue we never had before. The best part is my service team can finally breathe and focus on complex cases instead of routine follow-ups.
94%
Renewal Retention Rate
TK
Tanya K.Director of Operations
Before Apex, I was maybe booking 8-10 meetings a month on my own. Now I'm consistently getting 35+ qualified meetings every month through their multi-channel outreach. The SMS and LinkedIn DM campaigns are incredibly effective. I just show up, present, and close. They've completely transformed how I grow my book of business.
Trusted by 200+ insurance agents and agencies nationwide. Our AI agents leverage 10+ years of insurance industry data to automate sales, recruiting, and marketing — reaching customers and COIs at scale.
200+Insurance Agents & Agencies Using Our AI10+Years of Insurance AI & Data Experience100%Done-For-You AI-Powered Campaigns
AI Email Campaigns
AI-powered email sequences that reach your ideal customers and COIs — personalized for personal lines, commercial lines, group health, and referral partners.
AI SMS Outreach
AI agents send personalized text campaigns to prospects and COIs instantly, tailored to your agency's voice and target market.
AI Social DM Marketing
AI agents automate direct messaging across social platforms, starting real conversations with prospects, COIs, and decision-makers.
AI Telemarketing Agent
AI calling agents handle outbound calls to prospects and COIs — plus inbound automation that eliminates the need for a secretary.
AI Sales & Executive Agents
AI agents that nurture leads and COI relationships, gather documentation, help bind policies, and warm up opportunities for your closers.
Dedicated Account Management
Industry-experienced account managers oversee every campaign, ensuring everything runs smoothly with hands-on, white-glove service.
AI agents source, clean & validate all prospect and COI data
All commercial marketing is 100% exclusive to your agency — we never share your campaigns, data, or messaging with competitors.
How Our AI Agents Work For You
01
AI Data Sourcing
AI agents find, clean, and validate targeted lists of your ideal customers and COIs automatically.
02
AI-Crafted Messaging
AI creates personalized campaigns tailored to your market, appetite, and each COI relationship type.
03
AI Outbound Automation
AI agents launch multi-channel campaigns across email, SMS, DMs, LinkedIn Messenger, and AI telemarketing.
04
AI Nurturing & Closing
AI sales agents nurture leads and COIs, gather documentation, and warm up opportunities for your closers.
Wholesalers & MGAs
Looking to grow your retail agency network? Our AI agents identify, qualify, and get you in front of the right agents and agencies to appoint. We custom-design outreach campaigns based on experience from other wholesalers and MGAs who've scaled their distribution using our platform.
AI sources and qualifies retail agents in your target markets
Custom-designed messaging based on successful MGA campaigns
Automated outreach to agents writing in your specialty lines
Meetings booked with agents ready to hear about your programs
Agency Acquisitions
Looking to buy or acquire agencies? Our team custom-designs campaigns that identify, qualify, and connect you with agency owners interested in selling. We've helped acquirers across the country automate the grind of finding sellers — sharing proven messaging from others who've successfully closed acquisitions using our platform.
AI identifies agency owners who match your acquisition criteria
Proven messaging from successful acquisition campaigns
Qualify sellers by book size, lines of business, and geography
Get in front of interested sellers — automate the grind, free up your time
Our goal is simple: deploy AI agents that handle sales, marketing, recruiting, and service — saving you hours of prospecting, data sourcing, and outbound so you can focus on closing and building COI relationships.
AI Agents That Work For You
Our AI agents handle prospecting, data sourcing, and multi-channel outbound — reaching your ideal customers and centers of influence (loan officers, realtors, lenders, lawyers, CPAs). Done-for-you. You just show up and close.
AI-Powered Data Sourcing
Our AI agents define your Ideal Client Profile, then source and validate hyper-targeted lists of prospects and COIs — loan officers, realtors, lenders, lawyers, and CPAs — so you only engage with high-value contacts.
AI agents work 24/7 across email, LinkedIn, SMS, and phone to start conversations with your ideal customers and COIs. Every message is personalized and sounds like it came from you — driving high engagement and positive replies.
AI agents manage all replies, handle initial questions, and qualify every lead and COI referral. Only genuinely interested, sales-ready prospects ever make it to your calendar — eliminating no-shows and wasted time.
End the "feast or famine" cycle for good. AI agents turn prospecting into a reliable, always-on engine — sourcing data, automating outbound to customers and COIs, and filling your calendar so you can forecast with confidence.
Our AI-powered, done-for-you process automates prospecting, data sourcing, and outbound — filling your calendar with qualified customers and COI meetings.
1
AI Data Sourcing
AI agents build a data-driven profile of your ideal customers and COIs, then source and validate targeted contact lists automatically.
2
AI Outbound Automation
AI agents engage your ideal prospects and COIs across email, LinkedIn Messenger, phone, and SMS with personalized messages that get replies.
3
AI Qualification
AI agents handle reply management, lead qualification, and COI nurturing. Sales-ready meetings simply appear on your calendar.
4
Predictable Growth
AI agents continuously analyze data and optimize your campaigns, turning your pipeline into a reliable, always-growing asset.
Integrates With Your Systems
We connect with virtually any CRM or tool that has a Zapier integration or open API — so leads flow directly into the systems your team already uses.
Working with Apex has been the single best decision for our sales team. They helped us target decision makers on LinkedIn and through email campaigns. In just 90 days, we closed 14 new accounts, a 47% increase in revenue. Colton walked us through every step and made sure the messaging was spot-on. Highly recommend to anyone serious about growth.
Amir T.
Risk Manager
5.0
★★★★★
I personally save about 15 hours a week
Our systems were a mess - sales data in one place, client service in another, and accounting completely separate. Apex automated and integrated it all. Now everything speaks to each other. I personally save about 15 hours a week, and my staff finally has time to focus on customers instead of spreadsheets.
Sarah M.
Agency Owner
5.0
★★★★★
Our pipeline has grown 55%
Apex b2b's multi channel campaigns gave us access to decision makers we thought were unreachable. Their email + LinkedIn sequences consistently bring in conversations with high level execs. Since working with them, our pipeline has grown 55%, and revenue is up 33%. I can't imagine going back to the old way.
Alyssa F.
CMO
5.0
★★★★★
It not only saved us $7,000/month in payroll
We brought in virtual assistants through Apex Growth to manage replies, schedule appointments, and handle basic customer service. It not only saved us $7,000/month in payroll but also cut our response times in half. Their operations team really knows how to simplify and scale.
Brian C.
President
5.0
★★★★★
The automation opened doors to 60 new prospects a day
Colton and Jake were phenomenal in helping us refine our messaging and campaign strategy. The automation opened doors to 60 new prospects a day, and we're seeing a consistent 42% close rate on LinkedIn conversations. Apex B2B doesn't just deliver leads - they deliver opportunities.
Karen S.
Commercial Sales Consultant
5.0
★★★★★
We've grown revenue by 40% in the last two quarters
What really blew me away was how Apex B2B connected our marketing with our operations. Leads flow directly into our CRM, appointments are auto scheduled, and followup is automated. We've grown revenue by 40% in the last two quarters, and I finally feel like I can step back and focus on strategy instead of drowning in tasks.
L
Lisa W.
Agency Owner
5.0
★★★★★
28 new commercial accounts in six months
I was skeptical about outsourcing outreach, but Apex completely changed my mind. Their AI telemarketing and email sequences brought in 28 new commercial accounts in six months. The data they sourced was clean, the messaging was tailored to my niche, and their account manager kept everything running smoothly. I finally have a predictable pipeline.
D
Derek P.
Commercial Lines Producer
5.0
★★★★★
Our appointment show rate jumped to 88%
We struggled with no-shows and unqualified leads for years. Since partnering with Apex, our appointment show rate jumped to 88%. Their qualification process is unreal - every prospect that hits my calendar is pre-vetted and ready to talk. My producers are closing more and wasting less time. This is the real deal.
M
Monica R.
VP of Sales
5.0
★★★★★
We cut our time-to-hire by 70%
Hiring producers used to consume my entire week. Apex automated our recruiting outreach and now we get a steady flow of qualified candidates without lifting a finger. We cut our time-to-hire by 70% and brought on three top producers in Q1 alone. Their done-for-you approach to recruiting is a game changer.
J
Jason L.
Agency Principal
5.0
★★★★★
Our retention rate went from 81% to 94%
Apex set up an AI service agent that handles renewal reminders, policy questions, and cross-sell opportunities automatically. Our retention rate went from 81% to 94%, and we're seeing upsell revenue we never had before. The best part is my service team can finally breathe and focus on complex cases instead of routine follow-ups.
T
Tanya K.
Director of Operations
5.0
★★★★★
35+ qualified meetings every month
Before Apex, I was maybe booking 8-10 meetings a month on my own. Now I'm consistently getting 35+ qualified meetings every month through their multi-channel outreach. The SMS and LinkedIn DM campaigns are incredibly effective. I just show up, present, and close. They've completely transformed how I grow my book of business.
M
Marcus H.
Financial Services Advisor
5.0
★★★★★
In just 90 days, we closed 14 new accounts
Working with Apex has been the single best decision for our sales team. They helped us target decision makers on LinkedIn and through email campaigns. In just 90 days, we closed 14 new accounts, a 47% increase in revenue. Colton walked us through every step and made sure the messaging was spot-on. Highly recommend to anyone serious about growth.
Amir T.
Risk Manager
5.0
★★★★★
I personally save about 15 hours a week
Our systems were a mess - sales data in one place, client service in another, and accounting completely separate. Apex automated and integrated it all. Now everything speaks to each other. I personally save about 15 hours a week, and my staff finally has time to focus on customers instead of spreadsheets.
Sarah M.
Agency Owner
5.0
★★★★★
Our pipeline has grown 55%
Apex b2b's multi channel campaigns gave us access to decision makers we thought were unreachable. Their email + LinkedIn sequences consistently bring in conversations with high level execs. Since working with them, our pipeline has grown 55%, and revenue is up 33%. I can't imagine going back to the old way.
Alyssa F.
CMO
5.0
★★★★★
It not only saved us $7,000/month in payroll
We brought in virtual assistants through Apex Growth to manage replies, schedule appointments, and handle basic customer service. It not only saved us $7,000/month in payroll but also cut our response times in half. Their operations team really knows how to simplify and scale.
Brian C.
President
5.0
★★★★★
The automation opened doors to 60 new prospects a day
Colton and Jake were phenomenal in helping us refine our messaging and campaign strategy. The automation opened doors to 60 new prospects a day, and we're seeing a consistent 42% close rate on LinkedIn conversations. Apex B2B doesn't just deliver leads - they deliver opportunities.
Karen S.
Commercial Sales Consultant
5.0
★★★★★
We've grown revenue by 40% in the last two quarters
What really blew me away was how Apex B2B connected our marketing with our operations. Leads flow directly into our CRM, appointments are auto scheduled, and followup is automated. We've grown revenue by 40% in the last two quarters, and I finally feel like I can step back and focus on strategy instead of drowning in tasks.
L
Lisa W.
Agency Owner
5.0
★★★★★
28 new commercial accounts in six months
I was skeptical about outsourcing outreach, but Apex completely changed my mind. Their AI telemarketing and email sequences brought in 28 new commercial accounts in six months. The data they sourced was clean, the messaging was tailored to my niche, and their account manager kept everything running smoothly. I finally have a predictable pipeline.
D
Derek P.
Commercial Lines Producer
5.0
★★★★★
Our appointment show rate jumped to 88%
We struggled with no-shows and unqualified leads for years. Since partnering with Apex, our appointment show rate jumped to 88%. Their qualification process is unreal - every prospect that hits my calendar is pre-vetted and ready to talk. My producers are closing more and wasting less time. This is the real deal.
M
Monica R.
VP of Sales
5.0
★★★★★
We cut our time-to-hire by 70%
Hiring producers used to consume my entire week. Apex automated our recruiting outreach and now we get a steady flow of qualified candidates without lifting a finger. We cut our time-to-hire by 70% and brought on three top producers in Q1 alone. Their done-for-you approach to recruiting is a game changer.
J
Jason L.
Agency Principal
5.0
★★★★★
Our retention rate went from 81% to 94%
Apex set up an AI service agent that handles renewal reminders, policy questions, and cross-sell opportunities automatically. Our retention rate went from 81% to 94%, and we're seeing upsell revenue we never had before. The best part is my service team can finally breathe and focus on complex cases instead of routine follow-ups.
T
Tanya K.
Director of Operations
5.0
★★★★★
35+ qualified meetings every month
Before Apex, I was maybe booking 8-10 meetings a month on my own. Now I'm consistently getting 35+ qualified meetings every month through their multi-channel outreach. The SMS and LinkedIn DM campaigns are incredibly effective. I just show up, present, and close. They've completely transformed how I grow my book of business.
M
Marcus H.
Financial Services Advisor
5.0
★★★★★
In just 90 days, we closed 14 new accounts
Working with Apex has been the single best decision for our sales team. They helped us target decision makers on LinkedIn and through email campaigns. In just 90 days, we closed 14 new accounts, a 47% increase in revenue. Colton walked us through every step and made sure the messaging was spot-on. Highly recommend to anyone serious about growth.
Amir T.
Risk Manager
5.0
★★★★★
I personally save about 15 hours a week
Our systems were a mess - sales data in one place, client service in another, and accounting completely separate. Apex automated and integrated it all. Now everything speaks to each other. I personally save about 15 hours a week, and my staff finally has time to focus on customers instead of spreadsheets.
Sarah M.
Agency Owner
5.0
★★★★★
Our pipeline has grown 55%
Apex b2b's multi channel campaigns gave us access to decision makers we thought were unreachable. Their email + LinkedIn sequences consistently bring in conversations with high level execs. Since working with them, our pipeline has grown 55%, and revenue is up 33%. I can't imagine going back to the old way.
Alyssa F.
CMO
5.0
★★★★★
It not only saved us $7,000/month in payroll
We brought in virtual assistants through Apex Growth to manage replies, schedule appointments, and handle basic customer service. It not only saved us $7,000/month in payroll but also cut our response times in half. Their operations team really knows how to simplify and scale.
Brian C.
President
5.0
★★★★★
The automation opened doors to 60 new prospects a day
Colton and Jake were phenomenal in helping us refine our messaging and campaign strategy. The automation opened doors to 60 new prospects a day, and we're seeing a consistent 42% close rate on LinkedIn conversations. Apex B2B doesn't just deliver leads - they deliver opportunities.
Karen S.
Commercial Sales Consultant
5.0
★★★★★
We've grown revenue by 40% in the last two quarters
What really blew me away was how Apex B2B connected our marketing with our operations. Leads flow directly into our CRM, appointments are auto scheduled, and followup is automated. We've grown revenue by 40% in the last two quarters, and I finally feel like I can step back and focus on strategy instead of drowning in tasks.
L
Lisa W.
Agency Owner
5.0
★★★★★
28 new commercial accounts in six months
I was skeptical about outsourcing outreach, but Apex completely changed my mind. Their AI telemarketing and email sequences brought in 28 new commercial accounts in six months. The data they sourced was clean, the messaging was tailored to my niche, and their account manager kept everything running smoothly. I finally have a predictable pipeline.
D
Derek P.
Commercial Lines Producer
5.0
★★★★★
Our appointment show rate jumped to 88%
We struggled with no-shows and unqualified leads for years. Since partnering with Apex, our appointment show rate jumped to 88%. Their qualification process is unreal - every prospect that hits my calendar is pre-vetted and ready to talk. My producers are closing more and wasting less time. This is the real deal.
M
Monica R.
VP of Sales
5.0
★★★★★
We cut our time-to-hire by 70%
Hiring producers used to consume my entire week. Apex automated our recruiting outreach and now we get a steady flow of qualified candidates without lifting a finger. We cut our time-to-hire by 70% and brought on three top producers in Q1 alone. Their done-for-you approach to recruiting is a game changer.
J
Jason L.
Agency Principal
5.0
★★★★★
Our retention rate went from 81% to 94%
Apex set up an AI service agent that handles renewal reminders, policy questions, and cross-sell opportunities automatically. Our retention rate went from 81% to 94%, and we're seeing upsell revenue we never had before. The best part is my service team can finally breathe and focus on complex cases instead of routine follow-ups.
T
Tanya K.
Director of Operations
5.0
★★★★★
35+ qualified meetings every month
Before Apex, I was maybe booking 8-10 meetings a month on my own. Now I'm consistently getting 35+ qualified meetings every month through their multi-channel outreach. The SMS and LinkedIn DM campaigns are incredibly effective. I just show up, present, and close. They've completely transformed how I grow my book of business.
M
Marcus H.
Financial Services Advisor
5.0
★★★★★
AI-Powered Recruiting Automation
Whether you're hiring producers, CSRs, agency owners, or consultants — our AI recruiting automation sources, screens, and delivers top candidates so you can stop searching and start hiring.
Producers / Sales AgentsCustomer Service Reps (CSRs)Agency OwnersBusiness ConsultantsAccount ManagersTeam Leads & District ManagersUnderwriters& Any Insurance Role
Automation
Starting at $499/month
Headhunter-style automation redesigned and customized for your agency. We build the campaigns — you manage the replies.
Custom recruiting automation campaigns
Job board campaign management
LinkedIn Messenger outreach automation
Campaigns tailored to your ideal candidate profile
You manage incoming replies and interviews
Best for: Agencies with internal recruiters who want AI-powered sourcing at scale.
Most Popular
Done-For-You
$1,499/month
We build, manage, and optimize all recruiting campaigns plus assign a dedicated appointment setter to schedule interviews for you.
We work your existing vendor sources (Indeed, IdealTraits, WallStreetJobs, more)
You do nothing until interviews appear on your calendar
Best for: Agencies that want to fully outsource recruiting operations.
Full-Service
$2,499/month
Everything in Done-For-You plus our team takes the first interview — perfect for agencies without a dedicated recruiter.
Everything in Done-For-You
Our team conducts all first-round interviews
Candidate vetting and screening across all sources
We work all your vendor resources and our sourced candidates
Keep payroll down — leverage our team at a fraction of the cost
Only your top candidates reach your desk
Best for: Agencies without a recruiter or those short on time to conduct interviews.
Work Smarter, Not Harder
Join over 200+ insurance companies, district offices, and agencies outsourcing their recruiting and vetting to Apex B2B Growth. Whether you're sourcing agency owner candidates, selling an agency in an acquisition, or filling producer seats — our team sources top-notch candidates and helps get the job filled.
Start for as little as $499/month and outsource all your recruiting. Our team works with you to tailor in on exactly what your ideal candidate looks like — keeping your payroll down while leveraging our team at a fraction of the cost.
Custom Website Design for Insurance Agents
Your website is the first impression prospects and COIs have of your agency. We build custom, high-end websites that are fully SEO optimized and engineered to drive as many leads and as much traffic as possible — making it easier for customers to find you on Google and other search engines.
How is this different from other lead generation services?
We deploy AI agents that deliver qualified meetings, not just data lists. Here's how:
AI-Powered Automation: AI agents handle prospecting, data sourcing, and multi-channel outbound to your ideal customers and COIs
Personalized at Scale: AI crafts messages for prospects, loan officers, realtors, lenders, lawyers, and CPAs that feel authentic
Done-For-You: We manage the AI agents, campaigns, and optimization — you just show up to close
Consistent Results: AI agents work 24/7 to book conversations with decision-makers and high-value COIs
We don't just generate leads. Our AI agents build trust and lasting connections with the right people.
02
How much of my time is needed to manage this?
Minimal. After a 30-minute kickoff, our AI agents and team take full ownership.
Your only ongoing commitments are:
Attend brief (15-30 min) review calls. Give us feedback on prospect and COI quality so our AI agents can continuously optimize.
Show up for the meetings AI books for you. These are warm conversations with genuinely interested prospects and COIs — your only job is to bring your expertise.
AI handles the prospecting, sourcing, and outbound. You focus on closing deals and building COI relationships.
03
How quickly can I expect to see meetings on my calendar?
Typically, within 7 days.
While the exact timing can depend on the target audience, we prioritize creating immediate momentum. You'll start having meaningful conversations right away as we simultaneously refine and scale the campaign for consistent results.
04
Who is this service a perfect fit for?
This is built for insurance agents and agencies who want to leverage AI for:
Automating outbound to ideal insurance customers
Building COI referral networks (loan officers, realtors, lenders, lawyers, CPAs)
AI-powered recruiting, marketing, and sales automation
If you're an insurance professional ready to let AI handle prospecting and data sourcing while you focus on closing, this is for you.
05
Will this outreach feel like spam or hurt my brand's reputation?
Absolutely not. Protecting your brand is our top priority. Our AI agents craft meticulously personalized outreach that reflects your professional voice — whether reaching customers or COIs. We start valuable conversations, never spam.
Ready for a Full Calendar?
No sales pitch. See how AI agents can automate your prospecting, reach your ideal customers and COIs, and fill your calendar.