Case Study: Donald achieves 12M in annual annuity sales with Conversionly

Donald boosts annuity sales from $3M to $12M with Conversionly

Donald, a consultant in retirement and federal benefits, was struggling to scale his business due to an over-reliance on manual outreach like cold-calling and sending letters. He came to Conversionly seeking a way to duplicate his efforts and generate more leads.

Conversionly implemented its proven marketing and sales systems, which included training and process setup. This solution enabled Donald to convert an average of 41% of his leads into appointments. As a direct result of working with Conversionly, Donald's annuity sales grew from $3 million to $12 million a year.