US Insurance Company Boosts MQL Conversions & Email Engagement with HubSpot
US insurance provider, partnered with us to optimize customer interactions and boost HubSpot's Impact.
0%
MQL Conversion
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Increased Policy Renewal
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Increased Leads
Client Intro
Our client is a leading provider of tailored insurance solutions in the US, who sought to optimize customer interactions, streamline lead generation, and ensure data-driven decisions. With a vision to enhance their marketing and sales processes, they partnered with us to implement and maximize HubSpot’s capabilities.
The Challenges
Before partnering with us, the client faced several operational and strategic hurdles:
- Inefficient Data Management
Siloed systems and disjointed workflows created inefficiencies in tracking, analyzing, and leveraging lead data. - Manual Processes
Time-intensive manual tasks hindered personalization and slowed down customer engagement efforts. - Lead Prioritization Challenges
Without a behavior-driven scoring system, identifying and converting high-quality leads was difficult. - Fragmented Customer Journeys
The absence of automated campaigns led to inconsistent onboarding, renewal, and engagement experiences.
Our Approach
We designed a comprehensive HubSpot implementation strategy focusing on automation, segmentation, and personalization.
1. Data Management & Optimization
- Conducted audits, cleaned up data, and removed inefficiencies.
- Integrated data from the client’s ERP system into HubSpot for real-time synchronization.
2. Workflow Enhancements
- Automated key processes like lead nurturing, customer onboarding, and renewal reminders.
- Replaced manual workflows with scalable solutions that saved the sales team 20+ hours weekly.
3. Behavior-Based Lead Scoring
- Developed a scoring model prioritizing high-value leads based on:
- Time spent on the website
- Engagement with FAQs
- Policy downloads
4. Personalized Automated Campaigns
- Introduced multiple targeted email campaigns, including:
- A welcome campaign for new customers
- Win-back strategies for lost customers
- Cross-sell campaigns for bundled insurance packages
- Referral program campaigns
- Renewal reminder sequences
5. Chatbot Integration
- Implemented a lead-generation chatbot to capture, qualify, and route leads efficiently.
- Designed conversational flows to educate users and collect essential information.
Our Tech Stack
The Results
Our efforts delivered tangible results, including:
- 25% increase in MQL conversions through behavior-based lead scoring.
- 30% boost in email engagement with personalized drip campaigns.
- 15% improvement in policy renewal rates through automated reminder sequences.
- 20% increase in leads captured via the lead-generation chatbot.
- 20+ hours saved weekly for the sales team due to automated workflows.
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