Success stories

What happens when prospecting becomes a system.

Real programs, real numbers. Here's how three agencies changed their new-business production with LeadSureX.

Case study

ABC Insurance Agency

Georgia · 4 producers · Construction focus
Challenge

Producers were splitting time between servicing renewals and cold calling, so new business production was unpredictable month to month.

Solution

We built a construction-only x-date list across 12 Georgia counties, ran a two-caller pod, and booked directly into each producer's calendar with a 48-hour confirmation cadence.

"LeadSureX booked us 22 qualified appointments in our first month. Most consistent lead flow we've ever had."

John S., Owner
Results
22
Appointments in month 1
73%
Show rate
8
New policies closed
$186K
Premium written
Case study

XYZ Brokerage

Texas · 11 producers · Transportation & energy services
Challenge

Three prior lead vendors delivered contacts who weren't decision-makers, so meetings burned producer time with no authority in the room.

Solution

Strict decision-maker gating on every booking, DOT-driven targeting for fleets of 12+ power units, and weekly show-rate reviews that retired low-yield segments.

"LeadSureX is the only vendor that actually delivers decision-makers. No more gatekeepers or fake interest."

Maria T., Commercial Producer
Results
41
Appointments / mo
86%
Decision-maker rate
3.1x
Producer meeting volume
$412K
Premium in pipeline
Case study

Summit Insurance

Florida · 6 producers · Healthcare & hospitality
Challenge

Producers were spending 15+ hours a week prospecting, capping how many quotes they could deliver each month.

Solution

Full handoff of outbound prospecting, CRM-synced appointment logging, and vertical-specific scripts for group health and hospitality package accounts.

"They took prospecting off our plates, and now our producers are closing 3x more deals."

David R., Agency Principal
Results
-15 hrs
Producer prospecting / wk
3x
Deals closed
70%
Show rate
5 mo
Payback period

Results from pilot clients (Q1–Q2 2026). Agency names shortened at client request. Individual results may vary.

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