ARI Global  ·  prepared for Jeff  ·  Oct 22, 2026

15 qualified conversations a month with companies big enough for a $50K+ premium, on your calendar.

You said: "If you can give me 15 conversations a month, that's a value to me." Here's exactly how. Say yes today and we're live within 72 hours.

What you told us

From our call on Oct 6.

Who

Companies doing $100M+ a year. Your first contact is the credit manager, who takes it up to director and VP level.

An account

$50K+ in annual premium, worth $7,000 to $12,000 in commission to you every year.

Today

It's all you. Dialing ZoomInfo and manufacturer lists, no new business development running in the background. You're cancelling the databases to put that money into this.

How they buy

Quotes go side by side, and the credit manager has to resell it internally. Every meeting comes with a brief so you walk in knowing who signs.

Your market

People at US companies doing $100M to $1B a year, by title. Counted Oct 21, 2026. Titles overlap, so we don't add them up.

5,233

Credit managers. The person you said makes the first call.

6,801

CFOs, who sign off on the program.

7,698

Risk managers.

34,860

Controllers, plus everyone above, so we never run out of people to reach.

We narrow this to the states you write on the call, and you see the count before anything sends. Every company we reach for you is yours only.

Who we go after, and why they'd talk to you

Not just title and size. The state of mind that makes a credit manager take the call.

Scared of the one big loss

Receivables are the biggest asset on the books, and a few customers carry most of it. One bankruptcy in the wrong place wipes out a year of margin.

Saying no to sales

Sales wants bigger credit limits for new and existing customers. Credit keeps saying no, or asking for letters of credit and prepayment that slow deals down.

Needs more from the bank

On a borrowing base or ABL line. Insured receivables count as better collateral, so more of the AR becomes borrowable.

Credit team stretched thin

Monitoring hundreds of accounts by hand. A broker who brings underwriting and monitoring at no added cost is an extra pair of hands.

What makes the timing right: a customer in their sector just went under, a new lender or credit line, a push into new customers or exports, or a renewal coming up on a policy they already have. Each one becomes its own email. And because they compare quotes side by side and take it to a director or VP, every email leads with the risk to their numbers, not the product.

How we get you there

You already know what 15 conversations a month is worth. This is the machine that produces them, step by step.

  1. Day 1  ·  Your market, mapped
    Every $100M+ company in your states, the right people by nameCredit managers, CFOs, controllers and risk managers. Every email is verified before it sends, and your existing clients and open quotes are taken out.
  2. Days 1 to 3  ·  Sending setup
    Warmed inboxes on separate domains, never yoursYour own domain and reputation are never touched. The inboxes are already warmed up, so there is no two-week wait.
  3. Days 2 to 3  ·  The emails
    Two or three different angles, written for a credit managerRenewal timing, a side-by-side quote, a second opinion on the current program. You approve every email before it goes out.
  4. Week 1 on  ·  Test, cut, scale
    Each angle runs against the same marketWe read every reply, cut what doesn't get answers and put the volume behind what does. Learnings from the clients we run right now go in from day one.
  5. Every yes  ·  Qualify
    Our setter calls everyone who says yesConfirms the company size, the premium range, when they renew and who signs. Only the ones who pass go on your calendar.
  6. Before every meeting  ·  The brief
    You walk in knowing who you're talking toThe company, the person, the renewal date, why they took the call and who else signs off. Reminders before every meeting, a no-show is replaced, never counted.
  7. Every week  ·  The numbers
    Emails sent, replies, interested, booked, heldIn your inbox every week, so you always know where month one stands against the 12.

What counts as a qualified appointment

  • The credit manager, CFO or whoever handles insurance is on the call.
  • A $100M+ company in your territory, big enough for a $50K+ premium.
  • A real reason to talk: a renewal, a review or open to comparing quotes in the next 3 months.
  • They show up. No-shows are replaced.

Who does what

We handle
  • The list of decision makers in your market
  • The offer and the emails
  • Sending inboxes, never your own domain
  • The setter who calls and qualifies
  • Booking, reminders, a brief before every meeting
You
  • A 15 minute onboarding form
  • Approve the emails (one look)
  • Take the meetings and quote as usual

Versus hiring a sales rep

  • About the same monthly cost, without months of ramp time.
  • No tools to pay for, nobody to train or manage.
  • Learnings from the 10 clients we run right now, applied from day one.
  • A sales rep doesn't refund you when they miss. We do.

Timeline

  1. Today, Thu Oct 22
    Yes and paymentOne-page agreement and the onboarding form the same day.
  2. Within 72 hours
    First emails go outFrom inboxes that are already warmed up, so there's no two-week wait. You approve the emails first.
  3. Weeks 1 to 2
    First decision makers say yesOur setter calls each one, qualifies them and books them on your calendar with a brief.
  4. Month one
    12 qualified appointmentsOn your calendar. Weekly numbers so you always know where it stands.
  5. End of month one
    Review together, every monthAppointments held, accounts in quote. Then 15 a month, and you can cancel any month.

Your numbers

Started with your own numbers from Oct 6: $7,000 to $12,000 commission an account, worst case 1 close in 15. Change them live.

-

first-year commission from one month of meetings

-

lifetime commission from one month of meetings

-

back for every dollar of the $4,725 month, first year only

The plan: two ways to start

Same service, same guarantee. You pick how you pay.

MONTH TO MONTH
Monthly retainer
$4,725 / month
  • 15 qualified appointments a month
  • 12 guaranteed in month one while the campaign ramps, 15 a month after
  • Paid monthly, upfront. Cancel any month, no contract term.
  • Live within 72 hours of your yes
SAVE $1,675
3 months upfront
$12,500 / 3 months
  • 15 qualified appointments a month
  • 12 guaranteed in month one while the campaign ramps, 15 a month after
  • One payment instead of $14,175 over three months
  • Live within 72 hours of your yes

The guarantee, both options

Every appointment we fall short is credited, $315 each, against next month. No-shows get replaced. And if you're not happy for any reason in the first 7 days, you get the whole payment back.

About capacity

Your own worst case: 1 in 15 closes. That's one $50K account, $7,000 to $12,000 in commission every year it stays, from $4,725 a month. If 1 in 5 close, that's three accounts and $21,000 to $36,000 a year in commission.

Next step

  1. Say yes on this call, monthly or 3 months upfront.
  2. Payment link and one-page agreement in your inbox right after this call.
  3. Onboarding form today, live within 72 hours.
Max Pidvalnyi · Maxionlabs · maksym@maxionlabs.com