Claude Code Prompt: Cyber Insurance Broker Prospect Research

What this is: A detailed prompt to paste into Claude Code (terminal) to conduct deep research and build a structured CSV of 50+ cyber insurance broker prospects.

How to use it:

Open Claude Code in your terminal (claude command)

Copy everything below the --- line and paste it as your prompt

Claude Code will use web search + web fetch to research and build the list

The output will be a CSV file saved to your workspace

Estimated time: 30-60 minutes (Claude Code will run multiple search/fetch cycles) Estimated cost: ~$15-30 in API usage (web search fees + token usage)

Prerequisites:

Claude Code installed and authenticated

Web search enabled (should be on by default — if not, check claude config)

If you want LinkedIn URLs, have Claude in Chrome extension installed and be logged into LinkedIn in your browser

Optional but recommended tools:

Claude in Chrome — Lets Claude browse LinkedIn company pages to grab URLs. Without it, LinkedIn URLs will need to be found manually or via web search (less reliable).

No additional Claude Code skills or plugins are required for this workflow. The built-in WebSearch and WebFetch tools handle 90% of it.

THE PROMPT — Copy everything below this line

I need you to build a comprehensive prospect list of cyber insurance brokers who would be a good fit for Solanasis, a cybersecurity consulting firm based in Boulder, CO. We offer a 10-Day Operational Resilience Checkup (security assessment + real restore test + 30/60/90 plan) priced at $5K-$7.5K, and we want to position ourselves as a "loss control partner" and "pre-underwriting remediation" provider for brokers.

## WHAT I NEED

Build a CSV file with AT LEAST 50 cyber insurance brokers, saved to my workspace. The CSV must have these columns:

| Column | Description |
|--------|-------------|
| company_name | Full legal/DBA name of the brokerage |
| headquarters_city | City where they're based or have a key office |
| state | State |
| website_url | Company website URL (verified — actually visit it) |
| linkedin_company_url | LinkedIn company page URL (search for it) |
| key_contact_name | Name of a decision-maker (VP, Partner, CEO, Cyber Practice Lead) |
| key_contact_title | Their title |
| key_contact_linkedin | Their personal LinkedIn URL if findable |
| company_size_estimate | Rough employee count or size tier (1-10, 11-50, 51-200, 200+) |
| cyber_specialty | Yes/No/Unclear — do they specifically market cyber insurance? |
| target_client_size | What size clients do they seem to serve? (SMB, Mid-Market, Enterprise, Mixed) |
| fit_score | 1-10 score based on the fit criteria below |
| fit_reasoning | 1-2 sentence explanation of why this score |
| signals | Any notable signals: recent cyber-focused blog posts, cyber insurance product pages, SMB focus, Colorado presence, partner programs, recent hires in cyber, conference attendance, etc. |
| priority_tier | Tier 1 (best fit, contact first), Tier 2 (good fit), Tier 3 (worth trying) |
| notes | Anything else relevant — carrier relationships, recent news, etc. |

## FIT SCORING CRITERIA

Score each broker 1-10 based on these weighted factors:

1. **Cyber Insurance Specialty (3x weight):**
   - 10: Dedicated cyber insurance practice or cyber-first brokerage
   - 7: Cyber is a named service line among several
   - 4: Offers cyber insurance but doesn't emphasize it
   - 1: General insurance broker with no visible cyber focus

2. **Client Size Focus (2x weight):**
   - 10: Explicitly targets SMBs or mid-market ($1M-$100M revenue clients)
   - 7: Mixed book including SMBs
   - 4: Primarily mid-market to enterprise
   - 1: Enterprise-only or no clear indication

3. **Geography (2x weight):**
   - 10: Based in Colorado or has a staffed Colorado office
   - 7: Based in adjacent states (WY, UT, NM, NE, KS) or has Rocky Mountain coverage
   - 5: National broker with regional presence that includes CO
   - 3: National broker, no specific CO presence
   - 1: International with no obvious US regional focus

4. **Accessibility (1.5x weight):**
   - 10: Independent/boutique broker (1-50 employees) — easier to get to decision-maker
   - 7: Regional broker (50-200 employees)
   - 4: Large national (200-1000)
   - 2: Mega-broker (1000+) — will be very hard to break into without referrals

5. **Partnership Signals (1.5x weight):**
   - 10: Actively seeking cybersecurity vendor partners (partner page, blog posts about partnerships)
   - 7: Has a vendor/partner ecosystem or marketplace
   - 4: Works with cybersecurity vendors but no formal program
   - 1: No visible partnership signals

Calculate: (cyber_specialty × 3 + client_size × 2 + geography × 2 + accessibility × 1.5 + partnership × 1.5) / 10 = fit_score

## RESEARCH APPROACH

Do this in phases. Be thorough — I'd rather have 50 deeply researched brokers than 100 shallow ones.

### Phase 1: Colorado-Based Brokers (Target: 15-20)
Search for cyber insurance brokers specifically in Colorado:
- "cyber insurance broker Colorado"
- "cyber liability insurance Denver"
- "cyber insurance broker Boulder"
- "technology insurance broker Colorado"
- "professional liability cyber coverage Colorado"
- "Colorado insurance broker cybersecurity"
- Check the Colorado Division of Insurance for licensed brokers
- Look at RIMS (Risk and Insurance Management Society) Rocky Mountain chapter
- Search LinkedIn for "cyber insurance" + "Colorado"

For each result, VISIT THEIR WEBSITE to verify:
- Do they actually offer cyber insurance?
- What's their client focus (SMB, mid-market, enterprise)?
- Do they have content about cyber risk? (blog posts, whitepapers, guides)
- Can you identify a decision-maker?

### Phase 2: Adjacent State / Rocky Mountain Region (Target: 10-15)
Same searches for:
- Wyoming, Utah, New Mexico, Nebraska, Kansas
- "Rocky Mountain" or "Mountain West" insurance brokers
- Any broker that covers the broader Western US from a nearby state

### Phase 3: National Cyber-Specialty Brokers (Target: 10-15)
These are brokers who specialize in cyber insurance nationally and may have Colorado clients:
- "cyber insurance specialty broker"
- "cyber liability MGA" (Managing General Agent)
- "cyber insurance wholesaler"
- Known cyber-specialty firms: Coalition, Corvus, At-Bay, Cowbell, Resilience, Elpha Secure
- Look for their PARTNER PROGRAMS specifically — these are how we'd get in
- Also search for "cyber insurance broker partner program"

### Phase 4: Technology/Professional Services Focused Brokers (Target: 10-15)
Brokers who focus on insuring the TYPES of clients we serve:
- "technology company insurance broker"
- "professional services insurance broker"
- "nonprofit insurance broker" + cyber
- "healthcare insurance broker" + cyber (since many SMB healthcare orgs need cyber)
- These brokers are a fit because their clients are our target market

### Phase 5: Enrichment & Verification
For ALL prospects:
1. Visit their website and confirm they actually exist and offer cyber-related services
2. Search LinkedIn for their company page URL
3. Find at least one key contact name and title
4. Look for any "partner with us" or "vendor" pages
5. Check for recent (2025-2026) blog posts or content about cyber insurance — signals they're active in the space

## IMPORTANT CONSTRAINTS

- DO NOT include any broker that's already in our existing list: Rick Baker Insurance, ABA Insurance, AllIns Group, Riverbend Insurance, Lockton, Gallagher, USI Insurance, Marsh McLennan
- DO verify website URLs actually load — don't include dead links
- DO prioritize independent/boutique/regional brokers over mega-brokers (we're more likely to get meetings)
- DO flag any broker that has an explicit partner program or vendor application process
- DO note if a broker has published cyber-related content in the last 12 months (signals active investment in cyber practice)
- DO search for whether they attend NetDiligence Cyber Risk Summit or similar conferences

## OUTPUT

1. Save the CSV to: [your workspace path]/solanasis-docs/outreach/cyber_broker_prospect_list.csv
2. Also create a brief SUMMARY markdown file at: [your workspace path]/solanasis-docs/outreach/cyber_broker_prospect_research_summary.md
   - Total prospects found
   - Breakdown by tier
   - Breakdown by geography
   - Top 10 recommendations with 2-3 sentence reasoning each
   - Any partner programs discovered that we should apply to
   - Patterns or insights from the research

## QUALITY CHECKS

Before finalizing:
- Verify no duplicates
- Verify every website URL is valid (actually fetch each one)
- Verify fit scores are calculated correctly
- Ensure at least 15 are Tier 1 (fit score 7+)
- Ensure at least 15 are Colorado-based or adjacent-state
- Ensure at least 10 are cyber-specialty brokers

Take your time. Use web search and web fetch extensively. This list is going to drive our first outreach campaign, so accuracy matters more than speed.

TIPS FOR RUNNING THIS PROMPT

If Claude Code asks to use web search — always say yes. It needs web search for this task.
If it gets rate-limited on web searches — tell it to pause for a minute, then continue. You can also say “continue researching from Phase 3” to pick up where it left off.
If LinkedIn URLs are hard to find — tell Claude Code:

“For the brokers where you couldn’t find LinkedIn URLs via web search, please list them separately and I’ll look them up manually using LinkedIn Sales Navigator.”
If the list is under 50 after all phases — tell it:

“We’re at [X] brokers. Please do additional searches for: ‘cyber insurance MGA list’, ‘insurtech cyber brokers’, ‘independent cyber insurance agencies’, and ‘CIAB (Council of Insurance Agents & Brokers) cyber members’ to fill the remaining spots.”
To get Claude in Chrome to help with LinkedIn lookups — if you have the Chrome extension, you can tell Claude Code:

“Use Claude in Chrome to navigate to LinkedIn and search for [broker name] company page. Get the URL and any visible employees.”

This requires you to already be logged into LinkedIn in Chrome.
Enrichment pass — after the initial list is built, you can run a second prompt:

“Read the CSV at solanasis-docs/outreach/cyber_broker_prospect_list.csv. For any row where linkedin_company_url is empty or key_contact_name is empty, do additional web searches to try to fill those gaps. Update the CSV in place.”

WHAT CLAUDE CODE USES UNDER THE HOOD

For this research task, Claude Code will use:

WebSearch (built-in) — Searches the web for broker names, websites, and information. This is the primary research tool. No setup required.
WebFetch (built-in) — Visits actual websites to verify they exist, extract company details, check for cyber insurance pages, find contact info. No setup required.
Bash/Write — Creates and writes the CSV and summary files. No setup required.

Optional (enhances LinkedIn research):

Claude in Chrome — If installed and LinkedIn is open, Claude can browse LinkedIn directly. Install from: Claude Desktop → Settings → Extensions. Not strictly required — web search can find many LinkedIn URLs, but Chrome gives more reliable results.

NOT required:

No special Claude Code skills need to be installed
No MCP (Model Context Protocol) servers need to be configured
No API keys for third-party services needed
No plugins needed from the marketplace

The built-in web search + web fetch tools are sufficient for this research task.

AFTER THE RESEARCH: NEXT STEPS

Once you have the CSV:

Import into a spreadsheet — Open in Google Sheets or Excel for filtering/sorting
Cross-reference with your Broker Outreach Kit — The email sequences and phone scripts are already built in Cyber_Insurance_Broker_Cold_Outreach_Kit_v1.md
Start with Tier 1 prospects — These are your highest-probability conversations
Apply to partner programs — Any brokers flagged with formal partner programs, submit applications immediately (these are a parallel track)
Buy your cyber liability insurance from one of the Colorado Tier 1 brokers — this turns a cold prospect into a warm relationship

PRO TIPS

The “buy insurance from a prospect” hack: When you buy your own cyber liability policy from a broker on this list, you become their customer. That’s a warm relationship you can leverage to pitch your remediation services. Budget $1,500-3,000/year for a basic E&O/cyber policy — it’s a business expense that doubles as a business development investment.
Conference intelligence: If the research reveals which brokers attend NetDiligence, RIMS, or CyberRisk Alliance events, prioritize them. These are brokers who are actively investing in their cyber practice.
Content signals are gold: A broker who published a cyber insurance blog post in 2025-2026 is FAR more likely to be receptive than one whose last cyber content is from 2022. The research prompt specifically flags this.
MGA vs. Retail Broker: MGAs (Managing General Agents) are wholesale — they don’t sell directly to clients but work with retail brokers. If you partner with an MGA, you get exposure to ALL the retail brokers they work with. These are extremely high-leverage relationships. The prompt flags MGAs specifically.
The “vendor page” signal: Some brokers have a “Partners” or “Vendors” or “Service Providers” page on their website. This is the strongest possible signal that they’re actively looking for remediation partners. If the research finds ANY of these, they should be Tier 1 regardless of other factors.

Solanasis Docs

Explorer

PROMPT_Broker_Prospect_Research