Optimizing Phase 1 Clay Setup for Insurance Relocation Outreach | Clay

Optimizing Phase 1 Clay Setup for Insurance Relocation Outreach | Clay

Clay Support
APP
·
·
For credit-efficient v1 setup, focus on these essentials:
Must-haves:
Use conditional runs extensively - only enrich when specific criteria are met [1]
Filter and qualify leads before enriching to avoid wasting credits on irrelevant records [2]
Start with 5-10 test rows, disable auto-update while building [3]
Credit optimization:
Use "Only run if" conditions (e.g., only find email when missing, only enrich companies >50 employees)
Test enrichments on small batches first
Since you're bringing your own OpenAI key, leverage AI Formulas for data manipulation - they cost zero credits [4]
What to avoid early:
Auto-updates during testing phase
Enriching every row without qualification filters [5]
Over-enriching before validating your workflow
For your specific use case targeting mid-level insurance roles, I'd recommend trying our built-in Sculptor tool first - it's in the top-right corner and can help you quickly set up optimized workflows for free. Let me know if Sculptor helps or if you need more specific guidance!
Clay Support
APP
·
·
Is that what you were looking for?
Clay Support
APP
·
·
If you still need help refining your Phase 1 Clay setup or have more questions about targeting the right roles, I’m here to assist. Would you like to share more details about what you’re trying to achieve or any challenges you’re facing?
Rafael L.
·
·
Thanks — yes, this is helpful and aligned with what we’re aiming for. To add context, we’re focused strictly on Phase 1: insurance / displacement housing, targeting mid-level roles (vendor managers, housing coordinators, claims managers, ALE specialists — not executives, not sales). Where I’d appreciate a bit more guidance is:
How you’d recommend structuring the core company + people tables for this use case (must-have vs nice-to-have columns)
Best practices for title logic in insurance orgs to avoid over-pulling independent/field adjusters
How you typically recommend gating enrichments (e.g., decision relevance → email) in a credit-efficient v1
We already have a working company → people flow and are testing on small batches with auto-update off, but want to make sure we’re optimizing for routing power, not just volume. Happy to share a quick snapshot of the current setup if that helps.
Clay Support
APP
·
·
For your insurance/displacement housing setup:
Table Structure:
Company table: Company name, domain, employee count, industry classification, location
People table: Name, title, email (gated), company lookup column to pull company data without re-enriching [1]
Title Logic Best Practices:
Use "Job title must contain exact" with terms like "vendor manager," "housing coordinator," "claims manager," "ALE specialist" to avoid pulling field adjusters [2]. Add exclusion filters for "independent," "field adjuster," "freelance" in your Find People settings.
Credit-Efficient Gating:
Set up conditional runs using "Only run if" conditions [3]:
Email enrichment: Only when title contains decision-making keywords
Company enrichment: Only for companies >50 employees
People search: Only after company qualifies as relevant [4]
Pro tip: Try our Sculptor tool (top-right corner) to quickly optimize your workflow setup - it's free and can help structure these conditional logic flows perfectly for your use case.
Want to share that snapshot? It'd help me give more specific recommendations.
Rafael L.
·
·
Yes — exactly. Appreciate the guidance. To align clearly, we’re only working on Phase 1 right now: temporary housing for insurance / displacement housing. RLG Property Solutions is a lead connector / referral-based housing placement company (not a brokerage). We connect insurance/relocation demand with a growing database of verified furnished properties, and we operate with urgency using structured workflows and automation. What we’re building in Clay (Phase 1 only):
Use Clay to identify and enrich insurance + relocation organizations across the U.S. at scale
Start with priority companies: CRS Temporary Housing, ALE Solutions, Alacrity, Sedgwick
Pull the right layer of contacts closest to temporary housing decisions (vendor managers, housing coordinators, displacement/ALE specialists, claims managers, account managers)
Avoid wasting credits on irrelevant rows (independent/field adjusters, sales-only roles, brokers)
Key requirement: We want lists that are accurate and credit-efficient, not vanity volume — verified emails, correct titles, correct company association — before exporting into Instantly for segmented outreach. If you’re open to it, I’d love your recommendation on the best v1 setup for our exact use case:
1.
In Clay “Find People,” do you recommend pulling 3–5 contacts per company across distinct titles (tiered), or tighter in v1?
2.
What’s the best way to structure title must contain exact + exclusions for insurance orgs so we avoid over-pulling independent/field adjusters?
3.
For gating: would you run decision relevance → then work email, or is there a better credit-efficient order you recommend?
Happy to share a snapshot of our current company → people workflow so you can confirm we’re structuring this the right way before scaling.
Clay Support
APP
·
·
For your v1 setup:
Contact Volume: Start with 2-3 contacts per company focusing on your highest-priority titles first. Scale up once you validate the workflow. [1]
Title Structure: Use "must contain exact" with terms like "vendor manager," "housing coordinator," "claims manager," "ALE specialist." Add exclusions for "independent," "field," "freelance," "broker" to filter out irrelevant roles.
Credit-Efficient Gating:
1.
Qualify companies first (size, industry relevance)
2.
Find people with title filters
3.
Only enrich emails for qualified contacts using conditional runs [2]
Set up "Only run if" conditions in Run Settings - email enrichment should only run when title contains decision-making keywords. [3]
Before scaling, try our Sculptor tool (top-right corner) to optimize your workflow setup - it's free and can help structure these conditional logic flows perfectly. [4]
Would love to see your current snapshot to give more specific recommendations!
Clay Support
APP
·
·
Was that helpful?
Rafael L.
·
·
Thanks — this is helpful. I want to make sure we’re aligned and executing Phase 1 correctly before scaling. We are strictly focused on Phase 1: insurance / displacement housing only. We’re a lead connector (not a brokerage) sourcing and matching temporary housing demand for insurance and relocation partners. I’ve attached screenshots of our current setup:
Company table qualifying insurance-related orgs first
People table pulling contacts by title
Current titles include adjusters, claims examiners, etc.
My questions for a human review:
1.
Based on what you see, are we structuring this correctly for a Phase 1 insurance workflow?
2.
Should we narrow titles further (e.g. vendor manager, housing coordinator, ALE specialist) before enriching emails to avoid field/independent adjusters?
3.
Where exactly should we apply “Only run if” logic in this setup to stop wasting credits?
4.
At what point does it make sense to scale contact volume per company beyond 2–3?
5.
If additional credits are required to do this the right way, what’s the recommended upgrade path for this use case?
I’m not looking for generic best practices — I’d really appreciate a quick hands-on sanity check or guidance from someone who’s built Clay workflows specifically for insurance / claims orgs. Happy to hop on a quick call or share live access if that helps validate this faster!!!!!!!!!!
Clay Support
APP
·
·
If you still need help refining your Phase 1 setup or want to share your current snapshot for more tailored advice, I’m here to assist. Would you like to provide more details or continue discussing your workflow optimization?
Clay Support
APP
·
·
Looking at your setup, you're pulling too many field/independent adjusters who won't make housing decisions.
Title refinement needed: Focus on "vendor manager," "housing coordinator," "ALE specialist," "claims manager" and exclude "independent," "field," "freelance" in your Find People filters. [1]
Apply "Only run if" logic here:
Email enrichment: Only when title contains decision-making keywords like "vendor" or "coordinator"
Set conditions in Run Settings → "Only run if" for each enrichment column [2]
Credit optimization: Qualify companies first, then find people with tight title filters, then conditionally enrich emails only for qualified contacts.
Before we dive deeper into scaling recommendations, try our Sculptor tool (top-right corner) to optimize this workflow setup - it's free and can help structure these conditional logic flows perfectly for insurance orgs.
Let me know if Sculptor helps or if you need more specific guidance after trying it!
Clay Support
APP
·
·
Is that what you were looking for?
Rafael L.
·
·
Thanks — this makes sense, and I agree with the direction. I want to make sure I’m implementing this correctly step-by-step, not just conceptually. My goal is to truly understand the workflow so we can operate this cleanly at scale without burning credits. Could you either:
1.
Walk me through exactly where and how to apply the “Only run if” conditions in the Find People + email enrichment steps (screens or bullet steps would be perfect), or
2.
Hop on a quick call so I can share my screen and confirm I’m configuring the title filters, exclusions, and conditional runs properly?
I’m happy to share a Zoom link and walk through the current setup live if that’s easier. I want to lock this in correctly before scaling or adding more credits. Let me know what works best — appreciate the help here.
Clay Support
APP
·
·
Here's the exact step-by-step process:
For email enrichment columns:
1.
Click "Edit column" on your email enrichment
2.
Scroll to "Run Settings"
3.
Enable "Only run if"
4.
Click "Use AI" and type: "Only run if /Job Title contains vendor manager OR housing coordinator OR ALE specialist OR claims manager"
5.
Click "Generate Formula" and save [1]
For Find People filters:
In your Find People settings, add exclusions for "independent," "field," "freelance" in the title filters to avoid pulling irrelevant adjusters. [2]
Credit-efficient order:
1.
Qualify companies first
2.
Find people with tight title filters
3.
Only enrich emails for qualified titles using conditional runs [3]
Before we go deeper, try our Sculptor tool (top-right corner) - it's free and can help you set up these conditional workflows perfectly for insurance orgs. Let me know if Sculptor helps or if you need more guidance after trying it!
We don't offer screen sharing or calls, but I can walk through any specific steps you're stuck on.
Clay Support
APP
·
·
Is that what you were looking for?