Client Overview
Our client, a mid-sized insurance provider offering health, auto, and life insurance policies, had been operating successfully through traditional channels for over a decade. While customer loyalty was strong, the firm was losing ground to newer, digitally agile competitors. They needed to modernize their customer experience and attract younger, digital-first policyholders.
The Challenge
The company faced multiple barriers to growth:
- A dated website with no online quote or policy application process
- Low brand visibility on search engines and social media
- Complex and time-consuming onboarding processes
- Inconsistent follow-up with leads and lapsed customers
These issues were not only limiting new customer acquisition but also frustrating existing policyholders and hurting retention.
The Strategy
We partnered with the insurer to create a digital-first growth strategy focused on automation, customer experience, and brand visibility.
- Website Redesign with Instant Quote Functionality
We redesigned the site to be mobile-friendly, user-focused, and conversion-optimized. An instant quote calculator was introduced, along with simplified forms for policy applications and renewals. - Search Engine Optimization & Content Marketing
We created SEO-optimized landing pages and blogs answering common insurance questions like “What does comprehensive auto insurance cover?” and “How much life insurance do I need?” This helped attract intent-driven traffic. - Lead Nurturing via Email & SMS Automation
Abandoned quote requests triggered follow-up emails and SMS nudges. Personalized drip campaigns were also developed based on product interest, renewal dates, and life events (e.g., birthdays, vehicle purchases). - Review & Referral Program
We launched an automated review request system to boost credibility online and encouraged referrals with small incentives for existing policyholders.
The Results
Within four months of launching the new strategy:
- Policy sales increased by 58%, with a notable rise in online applications
- Quote-to-sale conversion improved by 39%, thanks to automation and simplified journeys
- Organic traffic grew by 91%, driven by targeted content and local SEO
- Customer satisfaction scores increased, with positive feedback on speed and transparency
- Google Reviews doubled, enhancing brand trust for new visitors
Conclusion
This case shows how traditional insurance providers can successfully compete in a digital landscape. By simplifying the customer journey and leveraging automation, our client increased policy sales, improved retention, and laid the groundwork for future growth.
