STEP 01
It finds the right accounts.
Tell Konsili what you sell and who you sell to. It surfaces the accounts that fit — and flags the ones with a renewal or risk change coming up — or bring your own book.
For commercial insurance · relationship-based selling
Account intelligence for commercial insurance producers.
Walk into every renewal and new-business meeting knowing what changed in their risk — the acquisition, the new site, the leadership move — before the incumbent does. Konsili finds the right accounts and the right people, briefs each, and drafts the outreach. You approve.
Account briefing · renewalRefreshed 17 Apr
Meridian Health Group
meridian-health.com · 8,400 employees · Healthcare
P0Priya Nair✓ Verified
The Northvale acquisition adds three sites and ~600 staff this quarter — their commercial cover is about to be re-rated. Their programme renews in 90 days. Reach her before the incumbent broker locks it.
↓Briefing_MeridianHealth.pdfCreated just now
What it briefs
The four things that open an insurance conversation.
A list of contacts doesn't tell you when an account is in play. Konsili surfaces the change that gives you a reason to reach out — and the angle to lead with.
◷
Renewal timing
When their programme renews and what's shifted since the last bind — so you're in the conversation early, not chasing it.
△
Risk-profile shifts
Acquisitions, new sites, new exposures — the changes that re-rate their cover and give you a real reason to call.
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Who owns the decision
The risk manager, CFO, or ops lead who actually buys — and your warm route in, if there is one.
✎
The angle, drafted
Outreach in your voice that leads with the change, not a cold intro. You edit, you approve, you send.
How it works
Three steps. The research is ours; the relationship is yours.
STEP 02
It finds the right people, and briefs each.
The risk manager or CFO who owns the decision, matched to the seniority you sell to. Plus a briefing on each — what changed in their risk, when they renew, where you add value.
STEP 03
You approve. We draft.
Outreach in your voice — email, LinkedIn, call opener — leading with the change you found. You edit and send. A human, always.
Built for trust
Depth you can trust.
◷Specific & current.About this account, this week.
✓A human sends.Konsili drafts; you approve.
●Your data stays yours.Never sold, never shared with another customer.
▦UK / GDPR standards.Residency for enterprise.
Questions
What insurance producers ask.
Is this a tool for buying insurance leads?+
No. It researches and briefs the accounts you're already pursuing or renewing — depth on the few that matter, not a list of cold leads.
How does it know when an account's risk has changed?+
It surfaces public changes — acquisitions, new sites, leadership moves — and frames them for a renewal or new-business conversation, dated to the moment.
Is it an AI that emails my clients for me?+
No. Konsili drafts; you approve and send every message. A copilot, not an autopilot.
Does it work with my CRM?+
Yes — two-way HubSpot sync, so accounts, briefings, and outreach flow back automatically.
Bring one account you're renewing. See what we find.
Tell us one account when you book. We'll have the full briefing ready — what changed, who to reach, and the angle — current and yours to keep.
UK enterprise · commercial insurance · you keep the briefing