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Case Study: Amy Fine Insurance Agency – Amy

How Amy Books 70-80 Pre-Qualified Appointments Every Week

Background

Amy Fine owns a brokerage in the insurance industry focusing on life insurance and mortgage protection. When Amy came to Conversionly she was looking for an easy plug-and-play system to help with their hiring and recruiting efforts.

The Process

Before working with Conversionly Amy attempted to automate the entire process without much success. Conversionly stepped in to help and was able to build an easy-to-use, streamlined, plug-and-play system that they now use to contact their leads and book more appointments.

Conversionly was able to partner Amy with an appointment setter to handle the day-to-day of combing through all of the leads and setting appointments. That allowed Amy and her team to focus on the things they needed to focus on in order to keep the business moving forward.

The Results

Amy now has three full-time appointment setters all placed from Conversionly. On average, Amy and her team are booking 70-80 pre-qualified appointments on their calendar every week.

To anyone on the fence, I would say pull the trigger. It was a game changer for us profitability wise. Not only the time that we saved from the last nine month, but also from a financial investment standpoint – it has paid us back tenfold! I tell our team every single day I don’t know what we would do without Conversionly.

Amy Fine

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