I.The client
A home and auto specialist agency with producers to keep busy. It wanted a channel it owned instead of another shared lead vendor.
II.The challenge
Shared vendor leads meant producers were often the fourth call a household had received that morning. Quote ratios suffered and the best households went elsewhere.
The brief was exclusive, quote-ready demand, with the property and current-carrier details producers need before they dial.
III.What we built
i.The Acquisition Engine™
Campaign architecture and creative, qualifying funnel, lead exclusivity controls.
ii.The Growth OS™
CRM pipeline, speed-to-lead automation, routing and calendar booking.
iii.Custom AI
Instant response and qualification agent, plus automated appointment reminders.
iv.The Partner Suite™
Weekly performance reviews, plus offer and follow-up optimization.
IV.Results
More than $412,000 in new household premium in 90 days, from a single channel the agency owns.
New premium
$412K
Household premium written in 90 days.
Channel
One
Built in the agency’s own accounts.
Exclusivity
100%
No shared or resold leads.