WealthReach, a platform specializing in prospecting and intent data for financial advisors, has introduced InsuranceReach, a new AI-powered lead generation solution designed to identify and engage prospective clients for insurance professionals.
InsuranceReach targets professionals including life and property & casualty (P&C) agents, producers, independent marketing organizations (IMOs), and field marketing organizations (FMOs). The platform aims to streamline the lead generation process by identifying individuals actively researching insurance solutions, thereby reducing the time spent on unqualified leads and fostering new business growth.
Co-founded by CEO Michael Barrasso and client acquisition expert David DeCelle, WealthReach extends its intent-driven prospecting methodology to the insurance sector, which has historically relied on methods such as cold calling, purchased lists, and personal networks. By integrating website visitor identification, off-site intent data, and AI-generated outreach sequences, InsuranceReach enables insurance professionals to engage with more relevant prospects at opportune moments.
David DeCelle stated, “Insurance professionals aren’t afraid to pick up the phone to solicit new clients, but too often, they simply run out of people to call and their prospecting funnel runs dry. As someone who started their career in insurance, I’ve seen firsthand that almost 90 percent of new producers fail within the first five years because they exhaust their personal networks and struggle to generate new opportunities. InsuranceReach was built to solve that problem by giving agents a steady stream of real prospects who are already qualified, and then giving them the tools to effectively make a meaningful connection.”
The new platform leverages the same core AI and intent-data technology that powers WealthReach, optimized specifically for insurance firms. It identifies up to 40 percent of previously anonymous website visitors, enriching each profile with professional and behavioral insights. Additionally, it tracks off-site research behavior pertinent to the types of insurance relevant to an agent’s specialization. Prospects are scored based on intent signals and ideal customer criteria, allowing teams to prioritize outreach where interest is highest. InsuranceReach’s AI engine then generates personalized, multi-channel outreach across email and LinkedIn to facilitate initial conversations and improve response rates, with messaging tailored to each prospect’s profile.
Jonas Roeser, Co-Founder and CEO of Agent Review, commented, “I’ve spent more than 20 years deeply embedded in the insurance industry, and I’ve seen agents both thrive and struggle. The difference has almost always come down to one thing: access to the right prospects. InsuranceReach tackles that challenge head-on. Agents no longer have to wonder who to call or where their next opportunity will come from. Instead, they can focus their time on people who are actively in the market for the products and protection they offer.”
Built with input from seasoned insurance professionals and the WealthReach engineering and AI teams, InsuranceReach aims to enable more meaningful prospect engagement compared to traditional outreach methods. This approach is designed to result in greater personalization, higher response rates, and stronger client relationships from the outset.
Andrew Saksa, VP of Strategic Channels at Essential Engine, added, “After years of working closely with thousands of insurance agents, I consistently hear the same challenge: how to grow beyond their existing book while continuing to nurture current clients and referrals. Referrals have always worked, but they’ve also been limiting. InsuranceReach changes that. It gives agents a new, powerful way to connect with warm, in-market prospects they never had access to before. These are people actively looking for help, and InsuranceReach enables agents to meet them at exactly the right moment to guide them toward the protection they need.”
InsuranceReach is scheduled for an official launch following a joint webinar with Agent Review on February 10 at 1 p.m. ET. The webinar will offer a first look at the platform, real-world use cases, and insights into applying intent data to insurance prospecting workflows.
