orbit radar / Prospecting · Brokers / In development

A headline isn't an opportunity. An opportunity comes with evidence.

Brokers hear too late about the plant that opens, the tender that gets published or the fleet that grows. orbit radar researches public sources every week and delivers opportunities that explain what happened, what backs it up, why it fits their catalog and who to reach out to. It is still in development: the platform runs end to end and there is no pilot broker yet.

9 Verifiable rules before anything is published
4 Pilot lines: property, employee benefits, fleets and surety
3 Separate readings: fit, confidence and priority
orbit radar prospecting · brokers
01 · Context

Prospecting on a hunch.

A broker's prospecting depends on what someone read in the paper, a contact who tipped them off or a purchased list. The signals are out there: a plant opening, an announced investment, a tender in the official gazette, a hiring wave. But they're scattered and they expire fast. When they arrive, they arrive without context: they don't say whether the company is the one you think, whether the news still holds, whether you have a product that fits or who to talk to. The account executive spends the morning researching and the lead goes cold.

02 · What it is

orbit radar in one sentence

A multi-tenant platform that researches free public sources every week, resolves each company's identity, checks every fact against its evidence, frames the insurance need, compares it with the broker's catalog and only publishes the opportunity if it passes nine rules verified in code.

03 · How it works

Four steps. No magic.

From the broker's strategy to the opportunity in their queue, with the evidence linked.

01

The broker sets its strategy

During onboarding it loads its product catalog and placement capabilities, markets, industries, company sizes, regions and the companies it wants to watch. The catalog can come from a document: AI proposes the products and the admin confirms.

02

The engine researches

It plans queries, discovers companies and tracks signals across search engines, news, DENUE, the official gazette, Compras MX and corporate sites, within a per-run budget and honoring robots.txt.

03

It verifies and scores

It resolves identity, ties every fact to its evidence, frames the need hypothesis and scores fit against the catalog. Hard constraints come first; if data is missing, fit stays pending validation, with no percentage.

04

It publishes on the weekly cut

Only what clears all nine rules reaches the radar on the day and time the broker chose, with a summary email, team assignment and usefulness feedback.

How it works · orbit radar live

What it does not promise

orbit radar is not a CRM and doesn't contact anyone: it recommends a next step and a person decides. It doesn't know a company's policies or claim it lacks coverage; it frames a hypothesis with questions to validate it. It doesn't promise to find every opportunity in the market, and it doesn't estimate premium, revenue or odds of closing. It uses only free public sources. From LinkedIn it shows only the search engine result as a possible, unverified profile and never downloads the page.

04 · What it does

Where it goes to work.

The modules that exist in the platform today.

01

Weekly radar

New, updated, unchanged and expired opportunities, delivered at the time the broker sets, with a summary email.

02

Opportunity brief

Linked evidence, need hypothesis, fit per product, confidence, priority, possible contact and next step. Exportable to PDF.

03

Watched companies

Add them by hand or upload CSV and Excel, to follow a specific company or find similar ones.

04

On-demand research

Dig into one company or look for similar ones when needed, within a monthly quota per broker.

05

Assignment and feedback

Centralized, self-service or mixed assignment, with history, follow-up status and a record of whether the opportunity was useful.

06

Catalog from a document

The admin uploads a PDF or an Excel file, AI proposes the products and the admin confirms. The catalog is versioned.

05 · Benefits

What changes when you have it.

What changes when prospecting starts from evidence instead of a hunch.

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1

Evidence, not hunches

Every statement in the brief is labeled as a sourced fact, an inference, broker data or unknown.

2

Honest fit

If there isn't enough data to score fit, the brief says so instead of inventing a percentage.

3

Show up with the right question

The account executive walks into the conversation with the evidence, the hypothesis and the questions to test it, not with research still to do.

4

Three readings kept apart

Fit, confidence and priority are calculated separately. None of them is presented as odds of closing.

5

Each broker in its own space

Each broker's research stays isolated in its own space and is never reused for another.

06 · Before and after

What changes, side by side.

An honest comparison between prospecting on whatever shows up and prospecting with a radar that cites its sources.

Before / Without orbit radar

Today's day-to-day

  • ✕ Prospecting runs on whatever someone read
  • ✕ News arrives with no sign of whether it still holds
  • ✕ It's unclear which product fits
  • ✕ Nobody knows who to talk to
  • ✕ No one records whether the lead was useful
After / With orbit radar

Day-to-day with orbit radar

  • ✓ The radar arrives every week at the chosen time
  • ✓ Every fact carries its date and its source
  • ✓ Fit is scored against the broker's own catalog
  • ✓ The brief suggests a person or a target role
  • ✓ Each opportunity's usefulness is recorded
07 · Industries

Where it applies today.

Built for brokers in Mexico, with four pilot lines. No pilot broker is operating yet.

01 / Commercial property

Openings, construction and investment

Plants, distribution centers and construction projects that create property and contractor's equipment exposure.

02 / Surety

Public tenders and contracts

Calls for bids and awards in the official gazette and Compras MX that require a bond, with the deadline as the window to act.

03 / Benefits and fleets

Hiring waves and logistics growth

Headcount and fleet growth signals that point to employee benefits and fleet auto needs.

08 · Contact

Let's see it with your operation.

In 30 minutes we'll tell you whether orbit radar fits your process, what it integrates with and what it doesn't, and what a pilot looks like. If it doesn't fit, we'll tell you that too.

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