Insurance

Written Premium Attributed to Outbound

$25M

pipeline secured

The challenge

Policy growth depended heavily on brokers, renewals and inbound demand, limiting access to larger commercial accounts and creating unpredictable new-business flow.

The process

Built a targeted outbound system for CFOs, risk managers and benefits decision-makers, with coverage-specific campaigns framing risk exposure and coverage gaps, and qualification aligned to broker handoffs.

The results

$25M in written premium attributed in 12 months
240+ qualified commercial & specialty policy opportunities
2.9× increase in average policy value ($85K → $247K)
New-business conversion improved from 11% to 28%

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