Case Study: Vern Fonk Insurance sells 874 policies and re-engages past customers with Conversica

Conversica Helps Independent Insurance Brokerage Convert More Internet Leads and Win Back Past Customers

Vern Fonk Insurance is an independent brokerage serving Washington and Oregon for more than 50 years, known for personalized service across auto, home and commercial lines. As internet lead volume grew, the agency needed to respond quickly and personally to more inquiries—including after-hours contacts and aged or past-customer leads—without hiring additional staff.

Vern Fonk integrated Conversica’s sales conversion management (virtual persona Ava) with its CRM to run automated, two‑way email engagement 24/7 across business-hours, after‑hours, re‑engage and win‑back campaigns. In under four months Conversica worked 11,780 leads, engaged 2,306, and helped produce 874 policy sales—including 230 after‑hours sales, 93 from reactivated dead leads, and 56 win‑backs—freeing agents to focus on higher‑value conversions.

Vern Fonk Insurance

Robert Thielke

President