Specter Insurance had activity options (cold calling, generic outbound, networking), but they were high-effort and produced inconsistent lead quality. Their team was spending too much time chasing low-intent conversations and doing manual partner outreach that didn't compound. They wanted a predictable flow of warm intros without stacking more busywork on the owner.

We built a referral-partner acquisition and follow-up automation system that systemized prospecting, outreach, and relationship touches into a repeatable pipeline, including automated prospecting for referral partners, a consistent warm-introduction pipeline, automated relationship touchpoints, and removal of manual outreach tasks from the team.