Automating (and increasing) sales and conversions for an insurance broker

When a small insurance brokerage saw its email sales performance plummeting, it was clear they needed a fresh, data-driven approach. Their strategy of targeting a different industry sector each month had become inefficient, with dwindling engagement and lengthy preparation times. Vereus stepped in with an AI-powered sales engine that revolutionised their outreach, leading to outstanding results.

The Challenge

The client heavily relied on email marketing to generate leads, but over time, response rates had fallen dramatically. Their manual approach required extensive research to understand each industry, craft relevant messaging, and train advisors—taking up to four full working days each month. Even with this effort, their email campaigns were achieving a dismal 0.2% conversion rate for booking calls. To remain competitive, they needed a smarter, more efficient way to engage potential clients and improve their advisors' industry knowledge.

The Solution

Vereus developed a cutting-edge AI-driven sector sales engine tailored to the client’s needs. This intelligent system would:

• Analyse each industry sector in real time, identifying trends, concerns, and news.

• Generate a highly targeted sequence of seven sales emails designed to resonate with decision-makers.

• Seamlessly integrate with the client’s CRM for automated campaign execution.

• Produce detailed sector reports for advisors, equipping them with valuable insights before sales calls. The AI-powered system not only automated content creation but also drastically reduced the time required to prepare and execute campaigns.

The Results 

The impact was immediate and profound:

• Email conversion rates skyrocketed from 0.2% to 3.3%, leading to a surge in booked calls.

• Sales campaign preparation time dropped from four working days per month to just six minutes.

• Advisors, now armed with in-depth sector knowledge, saw their call conversion rates increase from 15.1% to 26.7%. By leveraging AI, the client not only regained their competitive edge but also unlocked new levels of efficiency and effectiveness in their sales process.

Summary

This case study demonstrates the power of AI in transforming traditional sales strategies. Vereus' innovative sector sales engine enabled the client to reach prospects with precision, reduce operational overhead, and empower their advisors with real-time industry insights. The results speak for themselves: higher engagement, more conversions, and a streamlined sales process—all achieved with a fraction of the effort.

For businesses looking to supercharge their sales efforts with AI, this success story proves that the right technology can turn struggling campaigns into powerful growth engines.