QuoteWell $12M Trigger: Fast Track Your Pipeline
QuoteWell just raised $12M. Time to scale onboarding and AI. Get this sales trigger to fuel your pipeline and hit quota fast.
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🚀 Battle Card: QuoteWell
Quick trigger:
👤 Decision Maker in the News
- Joey Bouchard, Founder & CEO 📧 <jbouchard@quotewell.com>
💡 Why It Matters
- This QuoteWell sales trigger underlines their urgent need to scale producer footprint and AI tech to capture market share. → Source
🎯 Core Pain Point
- Slow producer onboarding causing missed revenue opportunities
- Limited tech scalability hindering faster risk placement
💰 What to Pitch
- Primary: Broker CRM integration → Streamline producer onboarding & boost submission velocity (capitalize on QuoteWell sales trigger)
- Expansion: AI analytics dashboard → Optimize risk placement recommendations
🗺️ Quick Context
- HQ: Austin, TX
- Employees: ≈ 60
- Rev: ≈ $10 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win QuoteWell’s business.*
- Vertafore — Agency Management
- Unique edge: Comprehensive broker workflow tools
- Evaluated by Ops & Product for industry specialization
- Applied Systems — Broker Management
- Unique edge: Global network and cloud-based scalability
- Evaluated by IT for integration capabilities
- Zywave — Insurance Analytics
- Unique edge: Deep benchmarking and quoting insights
- Evaluated by Finance for ROI visibility
- Bold Penguin — Commercial Insurance Placement
- Unique edge: Fast digital binding with carrier connections
- Evaluated by Retail Agents for speed to quote
✅ Do-Now Checklist
Connect with Joey Bouchard on LinkedIn
Generate email + DM with the Copy-My-Prompt block and send first touch
Use “QuoteWell sales trigger” in your outreach subject line
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑Broker CRM integration to streamline producer onboarding & boost submission velocity❑
PROOF_METRIC = ❑≈ TBD❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
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📌 TARGET COMPANY
────────────────────────────
NAME = Joey
COMPANY = QuoteWell
DEPT = Sales
SIZE = 60
BOTTLENECK = Slow producer onboarding
EVENT = Additional $12M funding
DETAIL = Secures Additional $12M Funding
PAIN = Slow producer onboarding causing missed revenue opportunities
SRC = https://vcnewsdaily.com/quotewell/venture-capital-funding/xtyqygjhll
SIM_CO = Bold Penguin
WIN_METRIC = ≈ TBD
NEXT_SIZE = ≈ TBD
EMP_EST = ≈ 60
REV_EST = ≈ $10M
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TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: 60-person Sales
Joey—noticed your Sales team is ≈ 60.
That’s when Slow producer onboarding slows growth.
We helped Bold Penguin fix this with Broker CRM integration to streamline producer onboarding & boost submission velocity.
Result: ≈ TBD.
Quick call?
PS—next bottleneck hits ≈ ≈ TBD.
DM ≤45 words, TONE:
Saw your post about Secures Additional $12M Funding — Slow producer onboarding causing missed revenue opportunities.
Broker CRM integration to streamline producer onboarding & boost submission velocity. ≈ TBD.
Quick chat?