Independent Insurance Broker in Texas with more than 14 years of experience. Looking to write more Auto and Home policies while expanding into Commercial and Life & Health.
Case Study
Independent Insurance Agency
Property Casualty · Life & Health · Southern United States
$1.2M
Premium grown
10–20
Policies / month
14 yrs
Client experience
Client Story
Top independent insurance agent writes 10–20 policies every month using LeadMaker VA tele-callers and has grown his agency book to over $1.2M in premium.
290
Conversions
769
Marketing Qualified Leads
398
Sales Appointments
5,000+
Webinar Registrations
The Client
Target Contacts
B2C — all consumers with an auto, home, boat, jet ski, rental, or business insurance need.
The Challenge
Bad leads meant the client needed better callers to convert more sales. Most insurance agents buy aged leads — this works when paired with the right automation software and a skilled VA caller who can move those leads into appointments. Getting prospects in front of the agent is the key step, with a 10–20% close rate expected. This client closes at an even higher rate due to the quality of calls being made.
Successes
- LeadMaker VAs are live-transferring 2–4 appointments per day for quote opportunities.
- The client is closing 3 out of every 10 leads.
- Our callers and systems consistently outperform the industry standard — delivering insurance leads that actually convert.
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