Fractional SDR application · Insurance Agency M&A

Agency owners on your calendar every week, ready to talk about an exit.

I find the independent agencies that fit your buy box, reach the owner by phone, email and LinkedIn, and hand your M&A team qualified intro meetings. You run the deal. I keep the pipeline full and the records clean.

Watch the 2-minute walkthrough Email me
329
meetings booked at Resolve, 89% actually held
$7.1M+
net new pipeline sourced across my last three roles
300
cold calls a day on a parallel dialer, current role
2% → 8%
reply rate lift on owner-led outbound at The TV Bookers
Why me

How I line up against what you asked for.

Straight answers, including the one gap.

2+ years outbound
Strong fit
About three years, all of it outbound, much of it as the first sales hire building the motion from zero. Currently an SDR at Unleash generating $120K to $160K in enterprise pipeline per month and hitting accelerators in 3 of my first 5 months.
Comfortable with business owners
Strong fit
At The TV Bookers and OurFuture my buyers were founders and owner-operators. That outbound produced $1.26M in pipeline and $186K closed, and I lifted show rate from 65% to 88%. Owners care about time and trust, not jargon, and I write and talk to them that way.
Sales Navigator / ZoomInfo
Strong fit
Daily user of both, plus Clay, Apollo, Amplemarket, Instantly, Smartlead, HeyReach and Salesforce/HubSpot. I bring my own data and sending infrastructure, so outreach never touches your primary domain.
Insurance or finance background
Honest answer
No insurance background yet. I do prospect into financial services today (banks and insurers are a core segment of my current territory), and my degree is in International Trade. I close the domain gap the way I always have: I build a research brief before I dial, so I already know the agency, the book and the owner before the first touch.
First 30 days

How I would run it.

The goal is the first qualified meeting inside week two, then one a week, every week, through the performance period.

Week 1

Build the universe

  • Align on your buy box: lines, premium or revenue band, geography
  • Map every independent agency that fits, from licensing records, associations and Sales Navigator
  • Identify the owner or principal, verified email and direct line
Week 1 to 2

Prioritize

  • Score agencies on exit signals: long-tenured owner, no visible successor, recent producer departures, no prior acquisition
  • Top tier gets researched, personal outreach. The rest gets a tight, high-volume sequence
Week 2 to 4

Reach the owner

  • Phone first for owners, backed by email and LinkedIn on a 14-day cadence
  • Lead with succession and valuation, not "want to sell?"
  • Every touch and outcome logged in your CRM the same day
Every Friday

Report

  • Meetings booked and held, conversations, replies
  • Which angles and segments are working
  • Owners who said "not now", with a follow-up date
Outreach

What an agency owner actually sees.

Most owners hear from several acquirers a month. The messages that work sound like a peer, are short, and give the owner a reason to talk that isn't "sell to us."

14-day owner cadence
Day 1
Call the owner directly, then email 1
Day 3
LinkedIn connect, no pitch
Day 5
Call plus a short voicemail
Day 8
Email 2 in the same thread, new angle
Day 11
Call at a different time of day
Day 14
LinkedIn message, then email 3 to close the loop
Sample first email
Qualified means qualified

Every meeting I count clears this bar.

We agree on the definition up front, so your leadership's time only goes to real conversations.

The right person

The owner or a principal who can make the decision is on the call. Not an office manager, not a producer.

Inside the buy box

Size, lines and geography match what you told me you acquire. Anything borderline I flag before booking.

Real openness

The owner is open to discussing an exit, partnership or succession in a defined window, and knows why they're meeting you.

Track record

Where the numbers come from.

Unleash
SDR · Feb 2026 to present
  • $120K to $160K net new pipeline per month at a $40K average deal size
  • 300 cold calls a day; 95%+ of first-stage opportunities sourced by phone
  • Peak month of $260K to $300K from one multi-team competitive displacement
Resolve
SDR Lead · Jul 2024 to Feb 2026
  • $5.84M net new pipeline; 329 meetings booked, about 293 held (89%)
  • 100,000+ cold emails and 500+ LinkedIn messages, videos and voice notes
  • Converted 32% of inbound and event leads into pipeline; trained fellow SDRs
The TV Bookers
Founding GTM hire · Oct 2023 to Apr 2024
  • $1.26M pipeline and $186K closed revenue, selling to owner-operators
  • Show rate 65% to 88%, close rate 15% to 22%, reply rate 2% to 8%
OurFuture
Founding GTM hire · acquired by Morning Brew
  • Built cold email infrastructure from zero; 15,000+ email campaign with open rates up to 90%
Working together

Simple to start.

Structure
1099

Fractional, as posted.

Commitment
4+ meetings / mo

Against the 3-month performance period.

Tools & data
I bring my own

No extra seats or data spend on your side.

Start
Immediately

Ready to build the list this week.

Next step

A 20-minute call to align on your buy box, and I can start the list the same week.

Tell me what a great acquisition looks like for you and I'll come back with the first 50 agencies I'd go after.

Book a call Watch the walkthrough
ishrakhossain705@gmail.com 347-771-4794