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Your software can find the match
Recruitment and real estate software spots the match the moment a new role or listing goes in.
Problems / Winning more work
How to find the next sale in the customers you already have
Your next sale is probably already in your records — the client missing a policy, the buyer who matches the new listing, the candidate you placed before. Ads chase strangers instead.
5 industries · prices checked 27 July 2026
What to know
1 in 5
Check the file for the gap
Insurance brokers find about one missing policy for every five client files they check against a simple list.
Search the list — don't spam it
Mass emails burn the goodwill this depends on. And auto-rejecting candidates creates legal risk. Use the software to find people, then talk to them.
How to implement this today
- 1
Before the next ad goes out, search your own records for the match first.
- 2
Turn on your software's matching feature if it has one — ATS matching, CRM buyer matching.
- 3
No matching feature? Export the client list and check it against a one-page list of what each client type should have.
- 4
Contact the matches personally — one call or note each, never a blast.
The fixes, industry by industry
2 of the 5 industries already own a fix for this.
Pick your trade and this rewrites itself in its words, its tools, its prices.
Already in software you pay for · 2 fixes
A setting inside a product you already license. Check your plan.
Free, but you set it up · 3 fixes
No new subscription — a template, a habit, or a free tier.
When not to solve this with software
The two industries with the best matching software also draw the tightest lines around it: one on how you contact the list, one on what the software may decide on its own.
Automated candidate screening or ranking that filters people out. — recruitment & staffing guide
Algorithmic filtering on candidate attributes is discrimination exposure that lands on the agency, not the vendor — and it's the part of the job clients pay you to do with judgement. Use matching to surface people; a human decides who is excluded, and can say why.
Mass-blast candidate marketing. — recruitment & staffing guide
Sending every candidate every role is the fastest way to become the agency people filter to spam — and it burns the database, which is the only asset you have. Matched, specific, fewer.
The full guide for each trade
For your business specifically
The $500 AI Opportunity Diagnostic measures these problems against your business and ranks the fixes by what they return.
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