Quote new businesses
before any other agent calls.

Every new business legally needs coverage within weeks of forming: workers comp with the first hire, general liability before a landlord or client will sign, usually a BOP to bundle it. A business that is days old has no agent, no incumbent, and no renewal date to wait out. These are not shared internet leads that fifteen agencies bought; they are businesses too new to be in any lead vendor's list yet. You are the first call instead of the thirtieth.

Directly from the official Secretary of State business-entity filings in Florida, New York, and Colorado (plus Connecticut, Oregon, Pennsylvania, and Washington DC). We ingest new filings daily, classify each one by NAICS industry code with a short AI-generated summary, then route only the records that match your filter into your digest.

New filings land in your digest within days of the state publishing them. Every subscriber gets a daily digest every morning at 7am Pacific.

Florida, New York, and Colorado are the focus states, with Connecticut, Oregon, Pennsylvania, and Washington DC also included. Together that's tens of thousands of new filings every month; Florida alone runs roughly 40,000. County-level targeting is currently available for New York; other states are statewide. Texas and other paywalled states are gated on customer demand. Tell us where you write and we'll prioritize.

We use Claude to assign a NAICS code and a one-line summary based on the business name and filing details. It's strong for obviously-named businesses (e.g. 'Acme Plumbing LLC') and weaker for vague holding companies. The dashboard lets you keyword-search across both the name and the AI summary, which catches what NAICS misses.

Refine your filter. Each subscriber controls their own entity types, counties, and NAICS keyword search. Tightening these reduces noise; widening them surfaces edge cases. The dashboard at /manage/feed lets you preview match counts in real time before saving.

Yes. There is a 14-day free trial with a card on file; cancel within 14 days and you are never charged. After that, cancel from /manage/cancel and you keep access until the end of the current billing period.

State business-entity filings are public records. Using them as input for cold outreach is allowed - but you are responsible for compliance with CAN-SPAM, CASL, the TCPA, and any state-specific rules in the recipient's jurisdiction. The dashboard generates email drafts on request; whether to send them is your call.

We don't include contact info in the digest itself. The dashboard has an Enrich button on every filing that pulls top contacts (name, title, email, phone, LinkedIn) inline via Apollo.io, PeopleDataLabs, Hunter, OSINT Industries, and Twilio - all bring-your-own-key, with every key stored encrypted at rest, never in plaintext. If you don't connect a provider, the digest still surfaces every filing - you handle outreach research yourself.

Yes. Set your outreach context in Settings (what you sell, target customer, signature) and the dashboard adds a Generate email button to every filing. Claude drafts a 100-150 word personalized cold email tied to the formation and your offering, ready to copy into your own inbox. Automated Gmail sending sequences - send from your own connected Gmail with a draft-only approval mode, built-in suppression list and unsubscribe - are coming soon; you remain the sender of record, responsible for CAN-SPAM and TCPA compliance.

Email only at MVP, sent via Resend with proper SPF, DKIM, and DMARC. CSV export is available from the dashboard for any paid subscriber today and works with AgencyZoom, EZLynx, or any AMS/CRM that imports CSV.

Yes, for a limited number of agencies. With the done-for-you option we run the data, the filtering, and the outreach from our own domains, and hand you booked conversations with just-formed businesses in the classes you write. Your agency's name only appears once a prospect agrees to talk. Email info@protexaservices.com with your state and the classes you write to ask about availability.