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B2B Appointment Setting Case Study for Auto Insurance Company

108 Qualified Appointments and 60% Pipeline Growth in Just 7 Months for an Auto Insurance Company

60%

Monthly KPI Growth Rate

108

Appointments booked in 7 months

Alphawarranty

INDUSTRY

Auto Insurance

LOCATION

United States

TARGET CONTACTS

Founder, Owner, С-level Executives, Head of Sales, VP of Sales

CAMPAIGN TYPE

B2B Lead Generation, Appointment Setting

COMPANY SIZE

10-200 employees

Multi Channel B2B Outreach

Outbound calls made to reach key decision makers
0
Targeted emails delivered with personalized messaging
0

Table of Content

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Client Snapshot

  • Company: Alpha Warranty
  • Industry: Auto Insurance
  • Audience Served: Dealerships, automotive service providers, and B2B partners in the automotive industry.
  • Campaign Length: 7 months
  • Channels Used: B2B Telemarketing, Email Marketing
  • Goal: Secure high-quality b2b sales appointments and build a stronger business pipeline for continued growth.

About Alpha Warranty

Alpha Warranty is a trusted name in the motor insurance sector, providing vehicle protection plans and extended service contracts. Their focus is on helping dealerships and service providers deliver added value to their customers through reliable coverage options. With years of expertise in the automotive industry, Alpha Warranty has established itself as a trusted partner that dealerships can rely on for long-term success.

Challenges

When Alpha Warranty approached us, they were facing a significant challenge: difficulty in generating consistent, high-quality leads and securing meaningful appointments. Despite having a strong product offering and a solid reputation, their sales pipeline lacked the flow of high-quality insurance leads they needed. They needed a reliable system to fill their pipeline with qualified leads and secure appointments that would translate into sales opportunities.

Objectives

  • Build a predictable and scalable lead generation process
  • Create a steady flow of SQLs to strengthen the sales pipeline
  • Set up qualified appointments with dealership and service provider decision-makers
  • Free up Alpha Warranty’s internal sales team to focus on closing deals

Strategy to Overcome Challenges

B2B Telemarketing

  • Designed a targeted telemarketing services campaign to engage dealerships and service providers directly.
  • Provided verified calling numbers to ensure direct access to key decision-makers.

Email Marketing

  • Developed personalized email sequences to nurture prospects after initial outreach.
  • Used tailored messaging to align with dealership pain points and build trust.

Appointment Setting

  • Our dedicated appointment setters implemented a structured process with prescreening questions and scheduling to confirm meetings with only qualified leads.
  • Coordinated schedules between prospects and Alpha Warranty’s sales reps to maximize efficiency.
  • Ensured that appointments met SQL criteria, saving sales reps time and increasing conversion potential.

Results

  • SQLs Generated: 108 qualified appointments in just 7 months
  • Yearly Revenue: $25 million to $40 million
  • Average Monthly KPIs: 100% achievement rate
  • Growth Rate: 60% increase in pipeline volume
  • Conversion Rate: Significant improvement from initial outreach to appointment stage
  • Email Open Rate: Averaged at 95%, showing strong engagement with email campaigns

Why It Worked

  • We focused on the exact audience Alpha Warranty needed, like dealerships and service providers.
  • Combining cold calling with email follow-ups created multiple touchpoints using AI technology.
  • Appointments were screened and qualified before being handed to the sales team.
  • Our team ensured prospects stayed warm and engaged throughout the cycle.

Sample Workflow

  • Identified dealerships and service providers most aligned with Alpha Warranty’s offering.
  • Direct outreach to decision-makers using verified calling numbers.
  • Personalized follow-ups that reinforce value and address common objections.
  • Confirmed and synced qualified appointments with sales calendars.
  • Monitored KPIs, email engagement, and conversions for continuous optimization.
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