Case Study: QuoteWizard achieves higher-quality leads and up to 40% increased engagement with Conversica

QuoteWizard Increases the Quality of Leads for Insurance Industry Clients with Conversica

QuoteWizard, a Seattle-based independent insurance lead provider serving thousands of U.S. agents and major carriers, prioritized improving lead quality and agent engagement. Agents—especially independents with limited time—struggled to follow up with every lead and QuoteWizard wanted to re-engage past customers and give buyers better visibility into lead quality.

QuoteWizard piloted Conversica’s automated sales conversion management, integrating a customizable virtual persona with its CRM to work roughly 2,000 leads per week and offer the service as an add-on to agents. The solution automatically contacted, qualified and followed up with leads 24/7, resulting in engagement rate improvements of about 25–40%, adoption by over 500 agents, better ROI on purchased leads and clearer metrics to evaluate lead sources.

QuoteWizard

Ian Hopper

Email Marketing Manager