# Insurance Broker Grows Outreach 30x in 4 Weeks | Victoria AI

> Shield Point Insurance scaled outreach 30x in 4 weeks with a custom AI system that enriches 30,000 leads a month, with no added headcount. See how it works.

Source: https://www.versionseven.ai/case-studies/shield-point

[Case studies](https://www.versionseven.ai/case-studies)

Insurance BrokerageProof First GTM

30x Outreach Scale

# 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

## Talk to us about your market

[Book a Discovery Call](https://calendly.com/alexleischow/proof-first-outbound)[Take the Assessment](https://www.versionseven.ai/get-started)