Case study section
How RSXigital Scaled Insurance Advisor Leads from 15 to 1,800 Per Day
A digital-first insurance aggregator needed to scale advisor acquisition without losing lead quality. RSXigital rebuilt the paid media funnel, improved campaign tracking, connected CRM data, and helped the brand reduce activation cost while increasing onboarding conversion.
Advisor Leads / Day
Activation Cost
Onboarding Conversion
Higher CTR
The Short Version
The client was generating only 15 advisor leads per day and needed a scalable acquisition system. RSXigital rebuilt the campaign structure across Google Ads, Facebook Ads, and YouTube Ads, improved funnel visibility, and connected marketing data with CRM and activation outcomes.
The result was a jump to 1,800 advisor leads per day, a 60% reduction in activation cost, a 170% improvement in onboarding conversion, and 3.4× higher CTR across acquisition campaigns.
About the Client
The client is a digital-first insurance aggregator that helps insurance advisors issue policies online without paperwork or face-to-face meetings. The platform serves both B2B and B2C audiences, but advisor acquisition was the key growth lever.
To scale sustainably, the brand needed more than lead volume. It needed qualified advisors who could complete onboarding, finish KYC, issue their first policy, and stay active over time.
Challenge section
The Client Had Leads, But Not a Scalable Advisor Acquisition System
The insurance aggregator needed to grow advisor acquisition quickly, but the funnel was leaking at multiple points. Lead volume was low, activation cost was high, and marketing data was not connected clearly to onboarding and revenue outcomes.
Low Advisor Lead Volume
The client was generating only 15 advisor leads per day, far below the volume needed to support growth targets.
High Activation Cost
Broad targeting and inefficient onboarding meant too many leads dropped before becoming activated advisors.
Fragmented Funnel Visibility
Drop-offs between lead capture, KYC completion, first policy issuance, and retention were not easy to identify.
No End-to-End ROI View
Revenue and activation data were not properly tied to marketing touchpoints, making true campaign value harder to measure.
Screenshots section
Campaign, Funnel, and Reporting Assets Built for Advisor Acquisition
The acquisition system was supported by paid media execution, funnel visibility, creative testing, and CRM-linked reporting. These assets helped the client move beyond lead volume and focus on activated advisor outcomes.
Identifying Lead Drop-Off Points
The funnel was reviewed across lead capture, KYC, activation, first policy, and retention to find where advisor prospects were dropping.
Building an Omnichannel Acquisition Engine
Campaigns were structured across Google Ads, Facebook Lead Ads, and YouTube Ads to reach advisors at different intent levels.
Improving CTR and Lead Intent
Landing pages and creative sets were tested to find the messaging and page structure that improved engagement and lead quality.
Connecting Campaigns to Advisor Outcomes
CRM and activation data were connected with campaign performance so the client could optimise beyond CPL.
Case studies section
Foot Content
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