This client is an insurance broker who provides life, health, and property insurance to businesses in financial, legal, and asset management. They wanted to attract high-quality leads and nurture them into long-term clients.
There were a lot of difficulties in generating leads from high-value sectors like financial & legal firms or companies engaged in asset management. As their demanding niche needs are so separate, these industries must customize their approaches. Secondly, the client wanted to be internally able to source leads and follow up over time.
Wervas’s lead generation and nurturing strategy was dedicated to the client’s target audience. A Business-to-business (B2B) VA with experience in insurance services was assigned to manage lead sourcing, qualification, and follow-up efforts. Here’s what we did:
Targeted Lead Generation: We searched for decision-makers at financial institutions, law firms, and asset management companies on LinkedIn through financial forums and industry-specific databases.
Industry-Specific Messaging: We wrote personalized outreach and marketing emails, using content relevant to that sector’s particular worries.
For example, the language of a risk manager for asset management, a liability coverage buyer for law firms, or the language of a bank employee for health insurance plans.
Lead Qualification & Research: Our VA also researched each lead to ensure each was a great fit for their client‘s offering. Our VA also gathered data on the company size, insurance needs, and possible pain points to customize each follow-up.
Lead Nurturing with Email Drip Campaigns: We nurtured these leads with personalized email campaigns. The emails included:
Educational Content
Tailored Offers
Follow-Up Calls
CRM Management & Reporting: Everything was recorded in the client’s CRM system. As the VA kept accurate records, the client was given complete pipeline visibility.
Noah Sullivan
Lead Generation
December 13, 2024
Insurance
60% Increase in Qualified Leads: The client had 60% more qualified leads from financial, legal, and asset management firms and a much more robust sales pipeline.
30% Boost in Conversion Rates: We increased lead-to-client conversion by 30% with engagement and experiences such as content personalized to the industry.
Time Savings: Outsourcing the generation and nurturing of leads allowed the client to save time and focus on their high-level client interaction and deal closure.
More Qualified Leads
Boost in Conversion Rates
Hours Saved
Operational Cost Saved