Triex Partners Ltd. helps independent P&C insurance brokers across Canada and the U.S. generate consistent, qualified conversations with insurance buyers.

We specialize in outbound lead generation, warm client re-engagement, and appointment setting for brokerages that want more quotes in front of their advisors — without hiring, managing, or training internal sales staff.

Our marketing representatives contact previous clients, lapsed accounts, and approved prospect lists to identify decision-makers who are open to reviewing their insurance and connect them directly with your brokerage through booked appointments or live warm transfers.

What we do:
- Qualified appointment setting (10–20 per week)
- Warm transfers with decision-makers
- Re-engagement of past and dormant clients
- North America–focused outreach with full call tracking

Triex Partners operates as an extension of your agency, focused on one outcome:
more qualified conversations, more quotes, and more written business.

Triex Partners

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Triex Partners

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