Insurance Agencies & Brokers work
Engagements and capability models in insurance agencies & brokers. Each entry sets out the situation we found, what we diagnosed, the system we built and how it was sequenced.
Service
Proof type
3 entries
An x-date register that gives every commercial prospect a date to be contacted on
A commercial insurance prospect isn't in the market until shortly before renewal — and then they are, briefly. This is the register and timing standard we build: one renewal date per prospect, contact windows derived from it, and follow-up that fires on the calendar rather than on a producer's memory.
CRMOutboundEmail MarketingCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Insurance Agencies & BrokersCommercial insurance is the one category where organic and paid cost the same — which changes what there is to optimise
Published acquisition costs for commercial insurance come in at $590 organic and $600 paid, blending to $593 — the narrowest organic-versus-paid gap of any industry in the set. When the channel choice is worth ten dollars, the model stops arguing about channels and goes after the conversion step, where finance and insurance ranks last of twenty-three industries.
Paid SearchTechnical SEOContentCapability ModelA modelled capability, not a client account. Figures illustrate what the model produces and are labelled as modelled wherever they appear.Insurance Agencies & BrokersEvery insurance cost-per-lead figure in circulation is a vendor price sheet — the model builds the number the agency doesn't have
There is no independent published cost per lead for an insurance agency, and none at all for personal lines. What circulates instead is lead-vendor pricing, which is a market price list rather than a benchmark. The model starts from that distinction and builds a cost per bound policy the agency owns.
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