Industry: Insurance Brokerage Region: Vancouver, British Columbia Profile: Independent broker, RESP and life insurance verticals, existing lead spend in place
The broker was generating inquiries through paid campaigns but had no structured way to separate families with genuine RESP intent from early-stage researchers not ready to act.
Life insurance leads required a different qualification threshold than RESP leads — without a segmented intake system, both were being handled the same way, creating wasted advisor time.
Manual follow-up meant response windows were inconsistent. High-intent leads were going cold before a conversation happened.
Solution
A segmented qualification and nurture system was installed — separate intake flows for RESP and life insurance inquiries, with automated SMS and email sequences running from first contact through 15 days. Lead routing directed inquiries to the advisor only after qualification thresholds were met.
Automated appointment reminders
Consultation preparation messaging
Engagement-based follow-ups
Results
Q1 results after system installation:
135 qualified RESP and life insurance leads generated
70% lead-to-conversation rate
Approximately $85,000 in estimated broker revenue attributed to pipeline
Advisor time protected — consultations involved financially prepared prospects, not early-stage researchers
* Client identity anonymized. Results reflect Q1 performance for an independent Vancouver-based insurance broker operating across RESP and life insurance verticals.
