Background

Aspen is an experienced insurance professional specializing in private, underwritten PPO health insurance across 31 states. While she had a strong understanding of her industry, she struggled with a critical challenge: converting leads into appointments and ultimately closing more sales.

Before working with Conversionly, Aspen and her team faced unpredictable lead flow, making it difficult to scale the business and add new agents. Without a steady pipeline of qualified prospects, growth was stagnant. Aspen needed a systematic and scalable way to generate leads and convert them into appointments, ensuring a predictable source of new clients.

Challenges & Goals

Aspen’s biggest challenge was lead conversion. Despite generating interest, too many leads were failing to book appointments or follow through with meetings. This inefficiency was slowing down her agency’s ability to expand. Her key concerns included:

• Inconsistent Lead Flow – No reliable system for consistently acquiring new potential clients.

• Low Appointment Rates – Struggled to get leads to commit to meetings, making it harder to close deals.

• Scalability Issues – Without a predictable lead source, growing the sales team was a risk.

Aspen’s goal was clear: she needed a proven system that would consistently produce high-quality leads and convert them into appointments, ultimately allowing her to scale her agency confidently.

Process & Strategy

To address Aspen’s challenges, we implemented a full-funnel lead generation and appointment-setting system tailored specifically for the health insurance industry. Our strategy focused on:

1. Targeted Lead Generation
   

   • Built a highly targeted ad campaign to attract individuals who met Aspen’s underwriting criteria.

   • Optimized messaging to pre-qualify leads before they even entered the funnel.

2. High-Intent Appointment Funnel
   

   • Designed a custom booking system that encouraged immediate scheduling.

   • Included pre-screening questions to ensure only the most relevant leads booked calls.

3. Automated Lead Nurturing & Follow-Up
   

   • Implemented a multi-touch follow-up cadence using SMS, email, and phone outreach to engage and warm up leads.

   • Leveraged appointment reminders and confirmations to reduce no-shows.

4. Show Rate Optimization
   

   • Created a persuasive pre-call confirmation process to increase commitment from booked leads.

   • Used social proof and credibility-building content to reinforce trust before the call.

This streamlined approach ensured that Aspen’s leads weren’t just entering the funnel—but actively booking calls and showing up ready to buy.

Results

In just 30 days, Aspen saw a complete transformation in her lead-to-appointment process:

• 146 total leads generated

• 72 high-intent appointments booked – a 50% booking rate

• Increased efficiency in lead nurturing and conversions

With a steady stream of qualified prospects and a predictable appointment pipeline, Aspen now has the ability to scale her agency confidently.

By leveraging Conversionly’s proven lead generation and appointment-setting system, Aspen eliminated inconsistencies in her sales process and built a foundation for long-term scalability. With a steady flow of booked calls, she can now focus on closing deals and growing her sales team with confidence.