LinkedIn outreach for insurance advisors
For advisors who sell business and group cover. Reach founders, HR heads and finance leads from your own LinkedIn account, at a careful pace, for $29 a month.
Who it's for
You sell to businesses as much as to people, and LinkedIn is where the person who decides on cover at a company spends time. You want introductions to that person, then a conversation.
- You run one LinkedIn account: yours.
- You sell to a role: HR heads for group cover, founders for key-person cover, finance leads for liability.
- You keep your own records and follow your regulator's rules on solicitation.
Not for mass retail prospecting. The caps are small, 20 requests a day, and search works by job title, industry and company, not by life events. Nothing here replaces the rules you work under.
An example campaign
One role, one industry, a month of careful outreach.
- 1
Find the person who decides on cover
Search the lead finder for a title such as HR Manager or Founder and one industry from LinkedIn's list. For one city, paste a LinkedIn people-search link into Search Export instead.
How Lead finder works - 2
Trim
Delete companies you can't serve before a single request goes out.
- 3
Connect with a plain note
Say who you help and leave products, prices and promises out of it.
How Auto Connect works - 4
One message, one question
A few days after they accept, run Message Sender with one question about how they handle cover today. People who haven't accepted are skipped.
How Message Sender works - 5
Take it offline
Answer replies in LinkedIn, then move to a call. Keep your own records of what was said.
- Template
- Hi {name}, I help growing companies set up group health cover for their teams. Good to connect with you at {company}.
What the plan covers
One plan, $29 a month, or $20 a month paid yearly. 20 requests a day and 30 messages a day suit a careful, personal pace, and 300 lead finds a month covers a new industry or city each few weeks.
Connection requests stop at 100 in any 7 days. LinkedIn limits most accounts to about 100 invitations a week, and hitting its limit blocks invitations for about a week, so the plan never sends more than that.
| Connection requests a day | 20 |
|---|---|
| Connection requests in any 7 days | 100 |
| Messages a day | 30 |
| Likes a day | 50 |
| Lead finds a month | 300 |
The plan connects one LinkedIn account. HeyReach lists $79 per sender and Expandi $99 per seat (public prices, November 2026). Both are built for agencies and teams running many LinkedIn accounts. If you run one account, you pay for one.
Be careful about
- Keep product names, premiums and promises out of notes and messages. Ask a question instead.
- Keep to one follow-up, and write every reply yourself.
- Each run has a log of what it did, but it isn't a compliance archive. Keep your own records.
- Read your LinkedIn inbox every day and reply yourself. Messages are checked for a reply before they go out, but don't rely on that yet: keep follow-ups to one.
- Automation is against LinkedIn's terms. Caps and pacing reduce the risk to your account; they don't remove it.
The safety page explains the caps, pacing and stops in full, and the guide to daily limits and pacing helps you pick settings.
Questions
Does it keep a record of every message for compliance?
Can it message people I'm not connected to?
Does it sync with my CRM?
Is there a free trial?
Start with your work email.
14-day money-back guarantee on your first payment. Cancel any time.