An insurance agency grew policy quote requests by 73%
SafeBridge struggled to grow in Insurance with scattered channels and weak measurement. After Tecrube unified tracking, campaigns and sales follow-up, they reached 73% more quotes. This story walks through the challenge, solution, timeline and measurable outcome.
Key metrics
73%
more quotes
29%
policy closes
35%
lower CPL
Story highlights
- Starting point: Lead volume existed but post-quote conversion was weak. Agents wasted time on cold leads…
- What changed: Tecrube launched product search, educational Meta and post-quote e-mail/SMS nurturing. Lead warmth was scored…
- Measured impact: 73% more quotes, plus 29% on a second KPI.
- Team impact: ops simplified and decisions moved into one panel.
Delivery journey
Four steps from discovery to proof
Every case study follows the same discipline: clarify measurement, set up, optimise, prove the outcome.
Discovery & measurement
Accounts, conversion points and Insurance goals were mapped; leaks were found.
Setup
Channels connected, tracking fixed, campaigns and automation rules launched with approval.
Optimisation
Winning creatives/products scaled; under-threshold spend was capped or paused.
Measured outcome
73% more quotes and 29% confirmed growth; the team returned to product and sales.
Challenge
Lead volume existed but post-quote conversion was weak. Agents wasted time on cold leads. The team spent hours on weekly reports without clear channel-level ROAS/CPA. In Insurance, late optimisation meant wasted spend and missed demand.
What we did
Tecrube launched product search, educational Meta and post-quote e-mail/SMS nurturing. Lead warmth was scored. Tecrube gave SafeBridge control with approved actions, automated budget rules and creative health signals. Sales and marketing began sharing the same scores.
Outcome
Quote requests and policy closes rose. Agent productivity improved. Within the measurement window they saw 73% more quotes; decisions shifted from guesswork to the panel.
When warm leads arrive, close time shrinks. The team finally breathed.
Modules used
Key takeaways
- In Insurance, clarify measurement before scaling budget — cost drops faster.
- Keeping unapproved spend off raises both trust and speed.
- When lead or order scores connect to sales, channel debates end and results start.
Make the next story yours
Apply the same method to your channels
Start free — unify tracking, campaigns and sales follow-up in one panel. No card required.
Frequently asked questions
Short answers on timing, channels and how to get a similar outcome.
This example used a ~35% measurement window. Setup usually finishes in days; early signals appear sooner and stable metrics settle within a few weeks.
Modules listed at the bottom of this page. Google, Meta, LinkedIn, TikTok, WhatsApp or e-mail are combined as needed.
Create a free Tecrube account and connect your channels. Tracking, campaigns and automation rules are set up — or start with a demo.
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