§ · Case StudyInsurance / Financial Services
Regional Insurance Brokerage
A 15-person insurance brokerage was losing clients to online aggregators. No digital presence, no lead tracking, no way to measure which referral sources actually converted.
4x
Inbound lead volume
22%
Quote-to-bind conversion
$180K
New premium in year one
§ · The Challenge
A 15-person insurance brokerage was losing clients to online aggregators. No digital presence, no lead tracking, no way to measure which referral sources actually converted.
§ · The Approach
1
Launched a modern website with quote request funnels and local SEO optimization
2
Built a CRM pipeline tracking leads from first touch to policy binding
3
Created automated email nurture sequences for unconverted quotes
4
Implemented call tracking and attribution across all referral sources
§ · Areas We Worked On
Digital MarketingCRMSEOInsurance
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