Why Insurance Leads Fail
/assets/images/about/gp-headshot-square.jpg400×400 · GP Pratap headshot (square)GP Pratap, Founder & CEO
· 4 min read
· 4 min read
Short answer
Insurance advisors often generate steady inquiries but struggle with attendance, because coverage feels non-urgent until it suddenly isn't.
/assets/images/insights/why-insurance-leads-fail-video-thumb.jpg1280×720 · Video thumbnail — Why Insurance Leads FailWhy do insurance prospects no-show?
They express interest, then postpone. Without consistent follow-up, the appointment slides.
Why does follow-up matter more in insurance?
There's no closing date forcing a decision. Interest is real but unhurried, so persistence decides who gets the policy.
A calendar built around prepared conversations, not casual inquiries.
In practice
A Vancouver RESP and life broker reached a 70% conversation rate in one quarter.
Read the case/assets/images/about/gp-headshot-square.jpg400×400 · GP Pratap headshot (square)About the author
GP Pratap spent 20+ years building predictive models and CRM systems at Scotiabank, Walmart Canada, IBM and NAB. He founded HeadStart Strategy to bring that discipline to brokers.
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