FinSecure Insurance: 3.2x ROI in 90 Days
A mid-size insurance provider needed to scale policy sales without proportionally increasing their sales headcount.
Client Challenge
FinSecure was spending heavily on digital ads but converting only 11% of leads into policy holders. Their internal team couldn't handle outbound volume, and lead quality varied wildly across channels.
Strategy
We deployed a hybrid AI + human funnel: performance campaigns targeting high-intent insurance keywords, AI voice agents for 24/7 qualification, and trained human closers for policy explanation and payment collection.
Execution
- Launched segmented Google and Meta campaigns across term life, health, and motor insurance
- Deployed AI calling for instant lead response within 60 seconds of form submission
- Integrated Leadsquared CRM with real-time lead scoring and disposition tracking
- Assigned human closers to AI-qualified hot leads for same-day policy issuance