Industries · Insurance, Finance & Leasing

“We already have someone.” That is the start, not the end.

The seat is taken before you call, at every company. They still switch, but never because of better terms alone. They switch when something in the business changes. Those are exactly the triggers we look for.

Two minutes · no sales pitch
Why the trigger counts

Do not persuade. Find the trigger.

What comes out of the meetings

On average, every third meeting led to a concrete request for a quote (Insight Report 2025, 28 campaigns evaluated). For your sales team that means a meeting here is rarely an information session. It is often the point where someone starts calculating.

The seat is taken before you call

Every company has a broker, a bank, a leasing partner. So the first sentence never meets an open need, it meets an existing relationship, often one that has grown over years and hangs on a personal contact.

Comparability is a trap

Terms can be put side by side, and that is exactly the risk: whoever leads with price becomes the comparison quote the company uses to renegotiate with its current provider. The meeting happens, the deal happens elsewhere.

Without a trigger, nobody moves

Companies rarely switch out of dissatisfaction, they switch when something changes: an investment, a fleet expansion, a claim, a succession, a new site. Whoever does not know that trigger holds a polite conversation with no consequences.

How we work

Four sentences that always come.

The objectionHow we handle it
“We already have a broker.”Not disputed. We ask since when, and what was last reviewed. Companies whose contracts have run unchanged for years almost always have an open spot. They just do not know it.
“Send me something.”That is usually a polite refusal. Instead we clarify which concrete question the document is meant to answer. If there is none, there is no meeting and no document that gets filed away unread.
“We are happy as we are.”Good news, no contradiction. We clarify whether there is an upcoming trigger: an investment, an expansion, the fleet, a succession. Without one, the contact goes back into follow-up on a date, not under persuasion.
“So what would it cost with you?”The question sounds like interest, but on the phone it leads to the comparison of terms you do not want to win. We deliberately move it into the meeting, where your advice becomes visible instead of just a number.
At a glance

Short and evidenced.

  • At Telemarketing International, the insurance, finance and leasing cluster covers B2B insurance, factoring, leasing and financial services.

  • On average, every third meeting booked by TMI led to a concrete request for a quote (Insight Report 2025).

  • In this industry TMI works exclusively in B2B. Private client business and the stricter consent rules that apply to it are excluded.

  • The approach starts from the business trigger, not from a comparison of terms: an investment, a fleet expansion, a claim, a succession, a new site.

  • There is no named, released reference customer for this industry. What is evidenced are exclusively the cross-campaign figures from the Insight Report 2025.

Figures from 28 evaluated campaigns, June 2024 to June 2025. Request the Insight Report 2025 for free.

Common questions

What brokers and finance providers ask.

TMI TestDrive

Read enough? Put us to the test.

5 meetings in 4 weeks.
Or 50 % back.

TMI TestDrive is the entry point without a contract term: four weeks of cold outreach by our team, bookable once per company. You judge us on the result, not on the promise.

See the TestDrive
  • Fixed price, one-off
  • No contract term
  • Once per company

Which trigger fits your offer?

Answer a few questions about your target group, your offer and your pace. We configure your individual solution from that. Your industry is already selected.