Methodology
How Contractor Prospect Pack Is Built
Contractor Prospect Pack turns public corporate filing records into a weekly broker workflow package through classification signals, review warnings, CRM-ready formatting, and manual delivery controls.
View Sample FormatContractor Prospect Pack provides public-filing market intelligence for commercial insurance professionals. We are not affiliated with Sunbiz or any Florida government agency.
Source-to-pack workflow
Public filing input
Records included in this week’s pull begin as public corporate filing records.
Classification signals
Business names and public-record fields are reviewed for contractor and home-service trade signals.
Priority bands
Rows are organized High, Medium, or Low for broker-facing review priority.
File package
Approved rows are formatted into the workbook, approved report CSV, CRM-safe export, and summary.
Review layers
Contractor/home-service classification
Trade/category filtering uses classification signals such as roofing, electrical, plumbing, HVAC, concrete, landscaping, and related home-service language.
Priority bands
High, Medium, and Low bands help brokers decide which rows to review first. Bands are workflow aids, not claims about business status or buying behavior.
Review warnings
Warnings call attention to low-confidence records, possible holding-company language, missing source fields, or other review issues.
CRM-safe formatting
Broker-facing rows are prepared with stable headers, separated address fields, source references, and notes suitable for CRM import review.
Human approval/manual delivery
Review warnings and delivery decisions stay under human control. The product does not send contractor outreach.
Broker workflow support
The output is designed to reduce public-record cleanup before a broker reviews the first records to prioritize.
What the product does not claim
- It does not claim government affiliation or endorsement.
- It does not claim that a contractor is buying coverage.
- It does not claim current project activity.
- It does not contact contractors automatically.
- It does not replace broker judgment or human review.
Contractor Prospect Pack provides public-filing market intelligence for commercial insurance professionals. We are not affiliated with Sunbiz or any Florida government agency.
Review warnings are workflow aids for human review. They do not automatically remove rows.