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How to bulk generate a list of marketing contacts

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Generating a List of Broker Contacts

Steps to Build a List:
1

Accessing the Contacts Tab:

  • Search by broker and navigate to the contacts tab.
2

Using Filters:

  • Utilize the filters on the left-hand side to create a targeted list of broker contacts.
  • Example: Find Lockton broker contacts in California.
  • Filter by roles or job titles (e.g., producers).
  • Additional filters include years at the company, license type, and carrier appointments.
3

Selecting Contacts:

  • Grab the entire list of broker contacts and click “Get Selected” to use contact credits to obtain email addresses for any contacts you haven’t already used a contact credit for.
4

Exporting the List:

  • Export the list into a CSV file or sync to Salesforce.
  • Alternatively, add the contacts to an existing saved list.
Last modified on February 12, 2026