Insurance Aggregator – Transforming Advisor Acquisition at Scale

Primary Services: Paid Media Funnel Design CRM Integration

Platforms: Google Ads, Facebook, YouTube

+11,900%

Leads / Day

–60%

Activation Cost

+170%

Onboarding Conversion

3.4×

Higher CTR

About the Client

It was for an Insurance web Aggregator which is a digital‑first InsurTech platform that lets insurance advisors issue policies 100% online—no paperwork, no face‑to‑face meetings. Active in both B2B and B2C segments, the brand needed to scale advisor acquisition while keeping cost‑per‑activation in check and proving downstream revenue impact.

The Challenge

Low Lead Volume – Only 15 advisor leads per day, far below growth targets.
Sky‑High Activation Cost – Inefficient onboarding flow and broad targeting pushed CPA into unsustainable territory.
Fragmented Funnel – Multiple drop‑offs between lead capture, KYC, and first policy issuance.
No End‑to‑End ROI View – Revenue data wasn’t tied to marketing touchpoints, hiding true campaign value.

Our Solution

Persona‑Based Targeting – Segmented Tier 1, 2 & 3 audiences by language, device type, and digital literacy.
Omnichannel Ad Engine – Google Search, Facebook Lead Ads (six regional languages), and YouTube Action ads.
Visual Funnel Matrix – Lead -> MQL -> SQL -> Activated Advisor -> 6‑Month Retention with real‑time drop‑off alerts.
A/B Testing at Scale – 50+ landing‑page variants & 20+ creative sets; best performers lifted CTR 3.4×.
CRM & Revenue Sync – Unified ad‑platform data with CRM; activation & first‑policy metrics fed back to dashboards.