QuoteWell $12M Trigger: Fast Track Your Pipeline

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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

Website: [quotewell.com](https://quotewell.com/)

🤼 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❑

────────────────────────────
📌 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

────────────────────────
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?