What it was costing
The problem
Lead ads brought in plenty of form fills, but over half were people who were never going to buy. Advisors spent most of their week on calls that went nowhere, and the ad platform kept finding more of the same people.
Close rate from 11% to 17%, with 30% fewer sales calls
Advisors now spend their week talking to people who are ready to buy, and the ad budget goes towards finding more of them.
Independent insurance advisors · Philippines · 20+ advisors
The business impact.
- +55%
- Close rate, from 11% to 17%
- −24%
- Cost per qualified lead
- −30%
- Sales calls per policy sold
- 18%
- Of advisor time freed every week
Close rate up within the first production cycle
Before and after
What changed.
| Measure | Before | After |
|---|---|---|
| Close rate | 11% | 17% |
| Leads that were not buyers | 55% | 32% |
| Advisor time spent on dead-end calls | 60% | 38% |
What we changed
The fix
- Five questions up front separate buyers from browsers before anyone picks up the phone.
- The ad platform is trained on qualified leads only, so it finds more of them.
- Ready buyers go straight to checkout; calls are kept for people with real questions.
All case studies
Seven clients, measured in revenue and hours
Operations and growth work from 2026.
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