Guardian Shield Insurance | financial-services
Insurance Agency Automates Lead Pipeline to 450 Monthly Quotes
Tampa, FLIndependent insurance agency (8 agents)4 months engagement
Lead GenerationGoogle AdsWeb DesignAI Agents
Challenge
Guardian Shield Insurance was stuck at 80-100 quotes per month despite having capacity for much more. Their lead generation was manual—cold calling, networking events, and occasional referrals. Agents spent 60% of their time prospecting and only 40% actually selling. Previous attempts at buying internet leads resulted in frustrated agents chasing unqualified prospects who'd submitted forms on 10 different websites.
Solution
We built an automated lead generation and qualification system:
Multi-Product Landing Pages: Created dedicated funnels for auto, home, life, and commercial insurance with pre-qualification questions that gathered enough information for instant quoting.
Google Ads Strategy: Launched campaigns targeting high-intent searches ("car insurance quote Tampa," "homeowners insurance Florida") with immediate quote request CTAs.
Automated Quote Requests: Integrated landing pages directly with their agency management system, pre-populating quote forms so agents could call with a preliminary quote ready.
Lead Scoring System: Implemented lead scoring based on coverage needs, current policy expiration, and engagement signals—routing hot leads to agents immediately while nurturing longer-term prospects.
Multi-Touch Nurture Sequences: Built automated email and SMS sequences for prospects not ready to switch immediately, staying top-of-mind until renewal time.
Review Generation: Automated review requests after policy binding, rapidly building the social proof that converts future leads.
Results
+429%
Monthly Quote Requests
85 → 450
-66%
Cost Per Quote Request
$65 → $22
-75%
Agent Time on Prospecting
60% → 15%
+291%
Monthly New Policies
32 → 125
+17%
Policy Retention Rate
78% → 91%
“My agents used to hate prospecting—they're great at explaining coverage, not cold calling. Now leads come pre-qualified with all their info already in our system. An agent can call with a quote ready in 30 seconds. We've tripled our new business without adding staff. This is how modern insurance agencies should operate.”
David Moreno
Principal, Guardian Shield Insurance
