Case Study: Green Planet Insurance achieves 1,600+ new quoting opportunities, $200K in new premium and 42 Google reviews in 4 months with GloveBox

The Only Marketing Strategy This Scratch Insurance Agent Uses

Green Planet Insurance, a new independent agency in Phoenix founded by Daniel Ahluwalia after six years as a captive agent, needed a CRM and marketing solution to organize prospects, manage pipeline and revive old leads. The agency signed up for GloveBox’s insurance CRM and began using its sales automation and onboarding campaigns to centralize tasks, follow-ups and marketing outreach.

GloveBox deployed “done-for-you” sales automation and new-client onboarding campaigns that let Green Planet add ~1,500 old prospects each month and generate consistent outreach. In four months the agency produced 1,600+ new quoting opportunities (15+ per day), closed nearly $200,000 in new personal-lines premium, and earned 42 Google reviews in that period—dramatically improving lead flow, conversion and online reputation for Green Planet Insurance.

Green Planet Insurance

Daniel Ahluwalia