P&C · multi-state
3.2×more quotes bound
Shaved first-response from 42 minutes to 90 seconds.
Agency rewired their intake using the Speed Grade playbook and the 2-3-7 sequence. Same lead volume, 3.2× more bound quotes in 60 days.
Results
Real agencies. Real pipeline. Real revenue.
A rolling look at what high-volume agencies build once the tools are in place. Numbers are directional — every book is different.
Independent · 2 producers
+11revived quotes
Old quote list turned into 11 booked calls in one week.
Ran the 5-Day Dead-Lead Bootcamp against a 400-lead 'nevers' list. First three days did most of the work — copy is the whole game.
Personal lines
$18krenewals saved
Renewal Rescue caught 22 accounts before non-pay.
Coverage Check-Up sent 30 days pre-renewal; Rescue calc surfaced who to call first. 22 accounts stayed on the books.
Health · OEP
27%close-rate lift
OEP campaign shipped Nov 1, done.
Loaded the prewritten sequence into the CRM in a Saturday. Close rate went from 12% to 15.2% over the season — no extra headcount.
Life · digital
2.9%reply rate
Quote follow-ups that actually get answered.
Swapped generic 'checking in' texts for the Quote Follow-Up Machine's day-by-day script. Reply rate jumped from 0.4% to 2.9%.
Agency owner
$412kbook value gain
Book Value calc turned retention into the KPI.
One meeting with the calculator changed the ops focus. 3-year projected book value up $412k on retention alone.