CarrierShift
CarrierShift provides a managed outreach engine for independent benefits brokers, turning public filings data into warm, inbound employer interest. The platform maps a broker's market, flags high-potential accounts, and runs multi-channel campaigns under the broker's brand, with replies landing directly in the broker's inbox. It also warms sending infrastructure to maximize email deliverability and offers per-market exclusivity.
- Marketing Technology
- Sales Technology
- Software Only
Funding
Founders
Founder details are not available yet.
Product
Problem
Independent benefits brokers all buy access to the same public filings data—employer names, current broker, and renewal dates—but the lists are merely a starting point. The real challenge is getting a busy employer to respond to outreach, and that effort is left entirely to the broker, making the process time-consuming and often unsuccessful.
Solution
CarrierShift provides a full outreach engine that works under the broker's brand to turn listed accounts into inbound interest. The company maps the broker's market, flags employers where the incumbent's high pay is matched with thin service or an upcoming renewal, and then sequences a multi-channel campaign—emails, LinkedIn touches, webinar invites, and calls—timed around each plan's renewal cycle. When an employer replies, the correspondence lands in the broker's inbox along with the account brief, allowing the broker to enter the conversation at the point of interest rather than starting from cold outreach. CarrierShift handles the months of setup and follow-up, including warming the broker's sending infrastructure so that outreach is effective and deliverable.
Target Audience
Independent employee benefits brokers who sell to small and mid-sized employers and want to replace manual prospecting with a managed outreach pipeline that delivers warm, inbound meetings.
Features
- Market mapping that indexes employers from public filings, including small groups other databases miss because employers under 100 people are not required to file
- Account flagging based on high incumbent broker pay, upcoming renewals, and long-tenured plans that signal switching potential
- Multi-channel outreach sequence including email, LinkedIn presence, webinar invitations, and a supporting web page, all executed under the broker's name
- Sending infrastructure built and warmed by CarrierShift to maximize email deliverability and response rates
- Reply management that forwards interested employers directly to the broker's inbox, with account briefs attached
- Per-market exclusivity, ensuring no two brokers compete for the same accounts through the service