The Challenge:

Insur-Fi is a technology focused wholesale brokerage and specialty program manager specializing in commercial clients. They have a deep and experienced team of insurance leaders with a proven record of proactively managing risk, developing profitable insurance portfolios, and growing books of business for our partners. They incorporate that experience with market-leading platforms, data analytics, and loss control solutions into the entire customer experience. Insur-FI wanted a Partnership that enabled their sales team to focus on closing deals while their partner focused on creating the meetings. As many of our clients face, the cost of hiring an Internal outbound Sales Team is expensive (typically $8-10k / month) which is where HelloMQL steps in.

Our Strategy:

Insur-Fi tapproached HelloMQL to learn more about our Appointment Setting program. After an initial kickoff call, our team spent 1 full week training on the solution, defining the Ideal customer profile and understanding the challenges Insur-Fi solves for thier customers. We quickly created custom scripting and put together all the technology needed to do outbound at scale.  Each week our teams met, reviewed results, edited scripts and improved throughout the process. The results speak for themselves.

Results: (6 months)

• Pipeline: $1,400,000M
• Total Meetings Created: 140 Meetings
• AVG Meetings p/month: 24 (6 p / week)
• Total Calls Made: 23k
• AVG Calls p/day: 185
• Emails Sent: 26k

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