Case Study: McCloskey Advisor Group achieves 5X increase in quotes with ActiveCampaign

McCloskey Advisor Group - Customer Case Study

McCloskey Advisor Group is a modern insurance brokerage that needed a way to nurture leads, build trust, and personalize every customer touchpoint without becoming disorganized. Joe McCloskey wanted a platform to keep the team consistently in front of prospects and clients while maintaining a human, personalized approach.

Using ActiveCampaign with the Google Sheets CX App, the team automated reminders to send handwritten notes, pushed contact data and key dates into shared sheets for clear task visibility, and added YetiText and Slybroadcast for personalized texts and ringless voicemail. The result: streamlined delegation, more time for customers, and a measurable boost in performance—including a 5× increase in quotes.

McCloskey Advisor Group

Joe McCloskey

McCloskey Advisor Group