Custom Strategy

Briza's personal outbound strategy

We’ll share the exact tools that work best for Briza in the Insurance / Insurtech to scale your outbound efforts and help you build more pipeline.
Prepared by Agent Frank
#1 AI SDR

Here's what Briza should do to generate more qualified meetings every month.

Lead generation
Customer Lookalikes
Start by targeting companies that closely resemble your best current customers — either digitally enabled insurance agencies or SaaS platforms embedding insurance. Leadsforge can help you identify these lookalikes by analyzing their profiles, decision-maker roles, and key technology signals. Here is why: Focusing first on your ideal or highest-value customers enables you to build momentum quickly and gather early proof points. Using Leadsforge, you can filter specifically for companies with similar characteristics (size, tech focus, product offering) to your priorities for faster traction and more relevant conversations.
Competitor Followers
Identify who is following your competitors’ company pages — these followers are already interested in similar solutions and are more likely to engage. Here is why: Competitor audiences are already primed for your message. To do this, simply share your competitor’s LinkedIn page URL in Leadsforge, and it will find the right profiles for you.
Ideal Customer Profile
Clarify which teams, locations, and roles matter most. For Briza, focus on digital insurance distributors, marketplaces, and platform partners — especially Heads of Product, CTOs, Engineering Leaders, and Partnership Executives. Initially, prioritize prospects in the US and Canada. You can refine these filters in Leadsforge before launching outreach to ensure you’re always talking to the right people.
Targeting
Segmentation
Segment your outreach by: 1) Industry: Insurance agencies, SaaS platforms embedding insurance, carriers/MGAs 2) Company size: 10–250 employees (agencies), mid-sized SaaS, relevant carrier scale 3) Geography: US and Canada are top priorities 4) ICP fit: Job titles like Head of Product, CTO, or Platform Lead Here is why: Segmenting lets you tailor your pitch to each segment’s real pain points and preferred language, improving your response and conversion rates.
Vertical Slices
The insurance industry has many verticals — focus your efforts on these initial slices: 1) Digital agencies with strong online quoting experiences 2) Vertical SaaS platforms supporting HR/payroll, e-commerce, or property management 3) Carriers and MGAs exploring distribution APIs Here is why: Targeting key verticals where your API and sandbox demos offer the most technical value helps you generate case studies and referrals within each slice.
Signals
Monitor for signals like new engineering or product leadership hires, company announcements about partnerships or product launches, and any updates showing they are investing in digital quoting or API integration. These are the best times to reach out. Here is why: Outreach triggered by real-time activity is more likely to land at the right moment and receive a positive reply.
Outbound Stack We Recommend:
Every company should choose outbound tools that work specifically for their industry.
Do Outbound Using
Unlimited Linkedin Profiles
Unlimited Mailboxes
Unlimited Premium Warmup
ESP Matching for increased delivery
Here’s Why
Salesforge lets you quickly launch, personalize, and optimize your outbound sequences for technical buyers. Use its multichannel engine to coordinate emails and LinkedIn touches, and its AI tools for customizing messages that showcase your developer value — like sandbox demos or integration stats.
Find Leads using
Latest & High Quality Contact Data
Find Competitor’s LinkedIn Page Followers
Highest Data Coverage (10+ Providers)
Find Lookalikes of your Customers
Find Linkedin, Email & Phone Number
Here’s Why
Leadsforge helps you discover and export highly targeted lists based on your ICP, key verticals, and competitive signals. With one tool, you build fresh lists of the best-fit prospects — so you never waste time on irrelevant leads.
Possible combinations
For mailbox setup and outbound sending, use Primeforge to create Google or Microsoft (Outlook) mailboxes, ensuring every reply gets handled by a human. Pair these with Mailforge’s shared rotating IPs for your actual bulk cold outreach: this setup balances strong deliverability with protection for your primary brand domain—especially important for a midsize, technical team starting outbound. Configure your sending domains (see below) for even better inbox placement.
Available Domains
trybriza.com brizaapi.com brizateam.com
Outreach Layer
Running & Managing Everything
Get 14 day Free Trial
Growth base plan
Cost
$96 / month
10,000 Active contacts & Emails
Growth plan
0
200,000
Emails
Cost
800,000
$96 / month
1,000 Personalization credits
Growth plan
0
200,000
Cost
$130 / month
1,000 Validation credits
Growth plan
0
319,456
Cost
$228 / month
300 Social actions
Growth plan
0
100,000
Cost
$228 / month
Lead Generation Layer
Search Engine For Leads
Get 100 Free Credits
2,000 Active contacts & Emails
Tier 12
0
200,000
Export Credits
Cost
800,000
$96 / month
Leadsforge Essential Plan
Cost
$49 / month
Infrastructure Layer
Primeforge + Mailforge recommended combo
Google & MS365 Infrastructure
Try Primeforge
8,000 Leads to process
Tier 12
0
100,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Distributed Email Infrastructure
Try Mailforge
8,000 Leads to process
Tier 12
0
100,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Private Email Infrastructure
Try Infraforge
8,000 Leads to process
Tier 12
0
100,000
Mailboxes
Cost
Domains
Cost
25
$96 / month
8
$112 / month
Selected products
Salesforge
Sales Execution
$96
/ month
Leadsforge
Search Engine For Leads
$49
/ month
Primeforge
Google & MS365 Infrastructure
$123
/ month
Mailforge
Distributed Email Infrastructure
$86
/ month
Infraforge
Private Email Infrastructure
$109
/ month
Estimated total
$2,608
/month
Need help to assemble your stack?

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