Real Numbers From Real Agencies
We don't deal in vanity metrics. Our success is measured in policies bound, premium written, and persistency ratios improved. See what InsureScales has done for agencies like yours.
Show Rate
Appointment attendance rate with our multi-touch confirmation system
Agency Partners
Independent and captive agencies trust InsureScales to fill their pipeline
Monthly Appointments
Confirmed appointments set across all agency partners each month
Calls Made
Outbound calls completed on behalf of agency partners
Why Agents Are Leaving Money on the Table
Industry data shows that most insurance agents are stuck in a prospecting trap -- spending the majority of their time on low-value activities instead of selling.
of agents say prospecting is their biggest challenge
of policies lapse due to lack of proactive outreach
average daily time agents spend on cold calls
average cold call contact rate for insurance agents
Deep Dives Into Agent Success Stories
Rivera Insurance Group
P&C Agency - Personal LinesHouston, TX
Challenge
A 12-producer P&C agency struggling with inconsistent lead flow. Agents were spending 3+ hours daily cold-calling instead of quoting and binding.
Solution
Deployed a dedicated 6-caller team focused on homeowners and auto insurance prospects. Built targeted lists based on life events (new homebuyers, new auto registrations) within the agency's target counties.
Results
Appointments/Month
Bind Ratio
Monthly Premium Written
Agent Prospecting Time
"InsureScales completely changed how our agency operates. Our producers are writing 3x the premium because they only talk to qualified prospects now."
-- Marcus Rivera, Agency Principal
Summit Benefits
Health & Medicare AgencyPhoenix, AZ
Challenge
Needed to scale rapidly for AEP season. Previous years relied on direct mail and purchased leads with a 15% contact rate and high cost per acquisition.
Solution
Launched a 14-caller AEP appointment-setting campaign using CMS-compliant outreach, targeting individuals who had expressed prior interest. Multi-touch follow-up sequences were used to confirm and remind booked appointments.
Results
AEP Appointments
Cost Per Appointment
Enrollment Conversions
AEP Revenue
"Our best AEP season ever, by far. The appointment quality was exceptional -- every contact was genuinely interested and our agents were fully prepared walking into each conversation."
-- Jennifer Walsh, Managing Partner
Pacific Shield Insurance
Multi-Line Independent AgencySacramento, CA
Challenge
High policy lapse rate eroding the book of business. Persistency ratio had dropped to 78%, costing the agency an estimated $380K in annual renewal commissions.
Solution
Implemented a systematic 60-30-15 renewal outreach program across all lines of business. Added a cross-sell component to identify coverage gaps during renewal conversations.
Results
Persistency Ratio
Renewal Commission Saved
Cross-Sell Appointments
Multi-Line Households
"The renewal program alone justified the investment. But the cross-sell appointments? That was pure bonus revenue we never would have captured ourselves."
-- David Chen, Agency Owner
Trusted by Agents Nationwide
"My book grew by $2.1M in written premium in 12 months. InsureScales handles all my prospecting so I can focus on underwriting and client relationships."
"The AEP campaign was flawless. Every appointment was confirmed and the contacts were genuinely interested. My licensed team handled the full review -- and my close rate hit 72%."
"Getting in front of business owners is the hardest part of commercial insurance. InsureScales books me 15-20 qualified BOP and GL meetings per month."
"As a solo agent, I could never afford a dedicated caller. InsureScales' per-appointment model let me scale without the overhead. My income doubled in 8 months."
"The renewal campaign saved us an estimated $180K in lapsed commissions last year. The cross-sell appointments were a bonus we didn't expect."
"Quality of the pre-retiree appointments is outstanding. Every contact has expressed genuine interest in planning conversations, so my licensed team can focus on what they do best. My average case size went from $85K to $210K."
Want Results Like These?
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