WealthReach, an AI-powered prospecting platform, has announced the launch of InsuranceReach, a new lead generation solution aimed at insurance professionals seeking more efficient ways to identify and engage prospects.
The new product has been launched in response to long-standing challenges within the insurance sector, where agents and producers often rely on cold calling, purchased lists and personal networks to find new business.
These traditional methods can be time-consuming and increasingly ineffective, leaving many professionals struggling to maintain a healthy pipeline of qualified leads.
WealthReach focuses on helping financial professionals identify in-market prospects through intent data, AI-driven insights and digital engagement tools. The company originally built its platform for RIAs and wealth management firms, enabling them to uncover anonymous website visitors, understand prospect behaviour and prioritise outreach based on buying intent.
InsuranceReach extends these capabilities into the InsurTech space. Designed for life and property & casualty agents, producers, independent marketing organisations and field marketing organisations, the product proactively identifies prospects who are actively researching insurance solutions. By highlighting individuals who are already demonstrating intent, the platform aims to reduce time spent pursuing unqualified leads.
At its core, InsuranceReach uses the same AI and intent-data technology that powers WealthReach, tailored specifically for insurance firms.
The platform can identify up to 40% of previously anonymous website visitors, enrich prospect profiles with professional and behavioural data and track off-site research activity linked to relevant insurance products. Prospects are then scored against intent signals and ideal customer criteria.
The product also includes AI-generated, fully personalised outreach across email and LinkedIn. Messaging is customised to each prospect and designed to support initial conversations around topics such as policy reviews and coverage evaluations, helping agents increase response rates and build rapport earlier in the sales process.
InsuranceReach was developed with direct input from experienced insurance professionals, alongside the WealthReach engineering and AI teams. The company said this collaboration was intended to ensure the platform supports more meaningful engagement than traditional outreach, leading to stronger client relationships from the outset.
WealthReach said the launch of InsuranceReach marks a strategic expansion into the insurance market, applying proven intent-driven prospecting tools to a sector that has historically lacked access to actionable digital demand signals.
WealthReach co-founder David DeCelle said, “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 per cent 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.”
Agent Review co-founder and CEO Jonas Roeser said, “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.”
Essential Engine VP of strategic channels Andrew Saksa said, “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.”
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