108 Sales Qualified Leads in 5 Months: How Our Appointment Setting Helped a New Jersey Insurance Agency Grow

Client Snapshot

Client Overview Client: Quantum Insurance Services
Campaign Lead: Mike Sinzer.
Industry: Insurance Services.
Campaign Duration: 5-month campaign.
Channels: Cold calling and Email marketing.
Objective: Generate commercial insurance leads and set qualified appointments with decision-makers.

About Quantum Insurance Services

Quantum Insurance Services is a full-service insurance agency based in Whippany, New Jersey, offering comprehensive coverage solutions across multiple sectors. The agency brings together a powerhouse team of insurance veterans with over 150 years of combined experience. The agency serves businesses across construction, restaurants, commercial services, and individual coverage, positioning itself as a trusted advisor rather than a transactional provider.

The Challenge

Quantum Insurance Services faced major growth challenges due to a lack of systematic appointment setting and poor-quality leads. Their sales team struggled with inconsistent lead generation, often wasting time on unqualified prospects who were not ready to make insurance decisions. Without an effective process to pre-screen prospects or secure scheduled consultations, experienced partners were spending valuable hours on outreach instead of focusing on existing clients. This reliance on manual methods not only limited market penetration and access to key decision-makers but also left their growth potential largely untapped despite their strong industry expertise.

Our Solution Strategy

We implemented a multi-touch system backed by our proven B2B Appointment Setting Services, leveraging multiple outreach channels to generate high-quality leads and convert them into confirmed appointments.

Outreach Channels

Cold Calling

• We conducted direct outreach to business owners and managers using carefully curated industry lists.
• Positioned Quantum’s deep industry expertise and competitive coverage options during every conversation.
• Identified decision-makers, uncovered their pain points, and generated qualified leads ready for follow-up.

Email Marketing

• Designed personalized campaigns segmented by industry, company size, and business needs.
• Shared success stories, coverage insights, and educational content to build trust and authority.
• We used strong calls-to-action that invited prospects to schedule no-obligation insurance reviews with Quantum Insurance Services.

Appointment Setting

• Through our appointment setting services, qualified leads from all outreach channels were nurtured and booked directly into meetings with Quantum Insurance Services’ team.
• Every appointment was recorded in the CRM, followed by a confirmation email and calendar invite for a consistent handoff.
• Ensured that only decision-makers with real interest and relevant needs were scheduled, saving Quantum time and maximizing conversion potential.
• We conduct pre-screening qualification questions before scheduling an appointment, depending on whether the ICP meets our required criteria.

Results

Quantifiable Outcomes (5 Months Campaign)

• 20K+ businesses researched and targeted across key industries
• A sufficient number of marketing-qualified leads has been generated
• 108+ sales-qualified leads delivered
• On average, more than 22 SQL queries are generated per month
• Zero unqualified meetings passed to the sales team
• Consistent pipeline supporting business growth objectives

Qualitative Outcomes

• Improved market penetration in target industries
• Enhanced partner time allocation for client service
• Streamlined sales process with qualified prospects
• Predictable lead flow supporting business planning

Why It Worked

• Industry-Specific Approach: Our team’s understanding of commercial insurance needs and business decision-making processes enabled effective prospect engagement and meaningful conversations about coverage gaps and opportunities.
• Trust-Building Focus: Rather than aggressive sales tactics, we positioned Quantum as educational resources and trusted advisors, highlighting their decades of experience and industry specializations to build credibility.
• Systematic Qualification: Implementation of consistent pre-screening and appointment setting procedures ensured quality control and efficient use of both teams’ time, eliminating wasted efforts on unqualified prospects.
• Ongoing Partnership: Regular review and refinement of approaches based on feedback and results maintained campaign effectiveness while adapting to market conditions and business priorities.

Sample Workflow

Campaign Setup (Week 1-2)

1. We identified key industries and business profiles matching Quantum Insurance Services’ expertise.
2. Compiled comprehensive prospect databases with ownership verification
3. Our team created conversation frameworks addressing industry-specific insurance challenges
4. Connected perfectly with Quantum Insurance Services’s scheduling system

Appointment Setting Process

1. Initial Contact: Engage prospect with industry-specific value proposition
2. Needs Assessment: Identify insurance challenges and coverage gaps
3. Qualification: Verify decision-making authority and genuine interest
4. Value Presentation: Highlight Quantum’s relevant expertise and success stories
5. Calendar Scheduling: Book directly into Mike’s availability with confirmed details
6. Confirmation Process: Send appointment details and preparation materials