Case study · Insurance
Independent Insurance Broker
Starting point
Steady inquiries, but attendance was inconsistent and RESP and life prospects were treated the same.
Results · first quarter
- 135 qualified prospects
- 70% conversation rate
- ~$85K estimated broker revenue
Client anonymized. Revenue figures are estimates based on the client's average file value. Results vary by market, offer and team.
The automated follow-up removed a lot of manual work and improved appointment attendance.Insurance Broker · British Columbia
Revenue Audit
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