How ListaFirme supports insurance brokers
Insurance brokers win through speed, accuracy and relationships. ListaFirme offers verified data, smart selections and automation via API to increase conversions, reduce underwriting risk and protect the portfolio over time.
1) Volume and quality B2B prospecting (New Business)
Quickly build targeted lists by industry, size, area, and economic indicators for effective outbound campaigns.
- Company selections – filter by NACE (e.g. construction, road transport, logistics), turnover, number of employees, locality/county; save segments and reload them when you have new campaigns.
- Databases – download cleaned lists for call centers or e-mailing, with useful fields in sales discussions.
- Economic maps – identify concentrations of potential customers in areas (industrial parks, transport corridors), prioritize visit routes.
- Economic statistics – choose segments with traction (revenue/employee growth) for more relevant offers.
- Company rankings – approach market leaders with dedicated proposals (fleet, property all risk, liability, cyber).
2) Rapid qualification and pre-subscription
Reduce time to quote by instantly checking tax and legal status to avoid obvious risks.
- Company status – identify inactive ANAF companies, insolvent or deregistered before investing time in bidding.
- ANAF inactive, ANAF debts – check tax compliance; signal for risk of non-payment or early termination.
- ReCom – shareholding statements, administrator, main object, work points – useful context for subscription and KYC.
- RNPM – check for guarantees, liens, seizures – they can influence payment capacity and property/credit risk.
- CIP – payment incident history – indication of payment terms and risk endorsement (where applicable).
3) Cross-sell and upsell on existing portfolio
Look for market signals to propose additional products to current customers.
- Company monitoring – alerts to changes (employee growth -> health/group insurance; expansion of work points -> property; entry into new markets -> cargo/CMR).
- Company profile – developments in turnover, profit and assets – triggers for renegotiation of insured limits/amounts.
- Company rankings – customers who climb the rankings – opportunities to upgrade to enterprise packages.
4) Geography, exposures and risk concentration
View portfolio concentration across areas and industries; avoid over-concentration and plan field visits.
- Economic maps – evaluate densities by NACE codes and turnover; prioritize prospecting in industrial poles.
- Economic statistics – compare portfolio exposure vs. market average; recalibrate trading focus.
5) Compliance (KYC/AML) and due diligence
Document the client file with verifiable sources, for internal audit and compliance.
- ReCom – beneficial owners, history of mentions, restrictions; evidence for subscription files.
- RNPM, CIP – cross-check financial and legal risks that require additional measures.
- Company status – up-to-date status (active/inactive/insolvent/deleted) – is part of the KYC checklist.
6) Auctions, corporate & renewals without surprises
Enter auctions and renewals with market arguments and comparable data.
- Company profile – comparative packages between clients and industry average – explain the setting of insured amounts.
- Company rankings, Statistically – benchmark with companies of similar size/NAEC – arguments to management.
- Monitoring – pre-renewal alerts: major structural changes, debts, public litigation (where available).
7) Automations for CRM/ERP and broker portal (API)
Eliminate manual input and errors; shorten time to quote and reduce cost per lead.
- API ListaFirme – company auto-completion by CUI, VAT/special registrations validation, ANAF status, ReCom/RNPM data (where applicable); integrated into CRM, partner portal or bidding tools.
- Automatic alerts – webhooks/notifications to CRM for customer changes – prepare ahead of time for policy renegotiation or adjustment.
8) Marketing & visibility for co-brokering and partnerships
Increase authority in strategic niches and attract referrals.
- Premium listing – visibility to relevant companies; useful for HR/benefits or risk management partnership programs.
- Local maps & analytics – hyper-local campaigns for fleet, property and liability; events dedicated to industrial clusters.
Conclusion
ListaFirme compresses the time from prospecting to signing and helps you control risk throughout the policy lifecycle: from lead qualification, to underwriting, compliance and retention. With screenings, monitoring and API, brokerage teams become faster, more accurate and more profitable.