How Shield Point Insurance Increased Outreach 30x With a Custom AI System in 4 Weeks
A custom system that contacts, personalizes, and qualifies warm leads by email and phone turned 30,000 monthly email opens into qualified conversations, with no new hires.
30x
Outreach scale
<48hrs
To break even
30,000
Leads enriched monthly
0
Added headcount
Shield Point Insurance was getting 30,000 email opens per month but could only follow up with about 1,000 of them by hand. That left 96.7% of interested leads without follow-up.
They didn't need more leads. They needed a system that could contact every warm lead quickly, personalize the message, and qualify them, without hiring.
Too Many Leads to Follow Up
The team couldn't follow up with most of the leads showing interest, so many opportunities were missed.
- 30,000 email opens per month with no follow-up system
- 96.7% of warm leads never contacted
- Generic follow-ups were ignored
- No real-time data to personalize messages
- Leads weren't contacted within 5 minutes
A Custom Multichannel Follow-Up System
Version Seven built a system that contacts each warm lead within minutes, personalizes each message, and sends qualified conversations to brokers.
- Stage 1: Enrichment. A Mailchimp webhook starts a profile build using LinkedIn and NMLS data
- Stage 2: A personalized email for each agent, based on their niche, location, and business
- Stage 3: A VAPI AI voice agent calls, qualifies, and passes the lead to a broker
- Stage 4: Make.com workflows route leads in real time and sync with the CRM
The Results
30x
Scale Achieved
<48hrs
Break-Even Time
30,000
Leads Enriched Monthly
4 weeks
Time to Deploy
0
Additional Headcount
24/7
Voice Agent Coverage
"We went from missing 96% of our warm leads to contacting every single one with a personalized touch."
Shield Point Team
Shield Point Insurance Brokerage
Key takeaways
- 30x more outreach with no new hires
- Every warm lead contacted by email and phone
- Broke even in under 48 hours
- The AI voice agent books calls around the clock
- Real-time data from LinkedIn and NMLS