Lead Nurture Sequence That Doubled Close Rates
An insurance agency with strong lead gen but weak conversion — we built an AI-powered nurture sequence that educated prospects and doubled their close rate.
The Problem
Shield Insurance was spending $12K/month on leads but only closing 8% of them. Most prospects needed education about coverage options before they were ready to buy, but agents didn't have time for lengthy consultations with every lead. Leads would go cold before the agent could follow up.
Our Solution
We built an AI-powered nurture sequence that sends personalized educational content based on each lead's coverage needs, life stage, and engagement behavior. The system scores leads in real-time and alerts agents when a prospect hits a buying-readiness threshold. Agents get a full dossier — what the lead opened, clicked, and asked about.
The Result
Close rates jumped from 8% to 17% within 60 days. The sales team spent 60% less time on unqualified leads. Monthly premium volume increased by $45K, and the cost per acquisition dropped to less than half.
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