FAQ

How is Producer Briefs different from ZoomInfo, LinkedIn Sales Navigator, or CAB?

Different surface, different discipline. ZoomInfo, LinkedIn Sales Navigator, and CAB are aggregators with proprietary scoring layers and broad firmographic coverage. Producer Briefs is a sourced research compilation — every claim cited to a specific Tier 1, Tier 2, or Tier 3 public-record source, with source tier marked on each line. The brief covers public record those aggregators may surface in summary form (state filings, FMCSA, OSHA) and public record they typically do not surface in citation-grade form (PACER federal litigation, county property and tax records, regulatory enforcement specifics). Producers report using aggregators for fast firmographic lookup and Producer Briefs for first-call preparation where claim verifiability matters.

What does $129 actually get me?

One Discovery Brief on one prospect entity. Five sections of public-record research (entity verification, business profile, risk-relevant public record, recent developments, decision-maker profile). Every claim cited. Sources verifiable. Delivered as a PDF attachment by 9:00am Central, the business day after you order. See /sample for a real redacted brief.

What’s your delivery commitment and what if you miss it?

9:00am Central, the business day after you order. Typical end-to-end runtime is single-digit minutes; the 9:00am commitment is the floor, not the target. If delivery misses the commitment, you receive a full refund automatically. The brief still delivers; the refund happens independently.

Can I order briefs on prospects in my own book?

Yes. Producer Briefs takes prospect identifying information from your intake form and researches the prospect against public-record sources. Whether the prospect is currently in your book, on your prospecting list, or a referral has no bearing on the research path. Producer Briefs has no access to any producer’s book or CRM and never asks for that access.

What if a section comes back “not located”?

“Not located” is the explicit signal that public record has no answer for that field, or that the sources we checked did not return the data. It is not a defect. New entrants with thin operating history produce briefs with multiple “not located” entries; that is the honest signal about the prospect’s public footprint. Sophisticated producers use “not located” as its own intelligence — a prospect with no PACER history, no UCC filings, and no OSHA record reads differently than a prospect with all three.

Is this AI-generated?

The research and assembly are automated; the sourcing rules, citation discipline, voice register, and refusal conditions are specified in operating prompts that a human research analyst would follow. The same brief, produced by a human researcher following the same rules, would cite the same sources. The differentiator is the sourcing and citation discipline, not the authorship. Every brief that ships passes a structured QA grading pass before delivery.

Who is Producer Briefs for?

Commercial insurance producers — primary, MGA-aware, working a defined book of business, qualifying prospects before pitching. Producer Briefs is not for retail insurance consumers, not for financial advisors, not for general business research. The voice, the vocabulary, and the source surface are calibrated for a commercial-insurance-aware audience.

What if I find an error in my brief?

Reply to the brief-delivery email or contact support@producerbriefs.com. We treat sourcing errors and citation drift as serious — re-fetch verification runs against every cited source on every brief through the first fifty deliveries, and buyer-reported defects feed directly into the rubric calibration loop. You receive a corrected brief or a refund, depending on the defect class.