Commercial Insurance Lead Generation Case Study for Voyage Insurance Group

Campaign Snapshot

Company: Voyage Insurance Group
Industry: Insurance / Commercial Insurance Brokerage
Target Location: San Antonio, Texas, United States
Target Prospects: Business owners and financial decision‑makers
Service Provided: Commercial Insurance Lead Generation & Appointment Setting
Campaign Goal: Generate qualified B2B leads and book appointments with business owners for new commercial insurance accounts
Campaign Duration: 3 months
Channels Used: B2B Cold Calling, Cold Email Marketing
Total Appointments: 37 qualified appointments

Channel Activity Metrics

Outbound activity levels that supported appointment generation.

• Cold Calls Placed: 6,400+
• Emails Sent: 3,800+
• Total Conversations: 920+
• Average Monthly Calls: 2,130+

Company Overview: Voyage Insurance Group

Voyage Insurance Group is an insurance brokerage and consulting firm. They provide customized commercial and personal insurance solutions. The company helps businesses and individuals manage risk through customized coverage options, strategic policy structuring, and ongoing advisory support.

The Challenge

Voyage insurance Group depended on traditional networking and inbound opportunities. As a result they faced inconsistent pipeline of new commercial insurance leads.

The company faced several challenges:

• Inconsistent flow of qualified insurance prospects
• Dependence on referrals and existing relationships
• Difficulty reaching business owners outside renewal cycles
• Limited outbound prospecting structure

They needed a consistent outbound system of commercial insurance lead generation and appointment setting to reach decision‑makers and secure new commercial accounts.

Campaign Objectives

The primary goals of the campaign were:

1. Identify businesses with active commercial insurance needs
2. Reach owners and financial decision‑makers
3. Book qualified appointments for insurance consultations
4. Build a predictable pipeline of commercial insurance opportunities

Outbound Outreach Strategy

Targeted Business Prospect Lists

We built focused prospect lists including:

• Small and mid‑size businesses
• Service‑based companies
• Retail and hospitality businesses
• Professional offices and contractors

We filter b2b contact lists and verify each contact by role, industry, and company size.

Multi‑Channel Outreach

B2B Cold Calling

• Direct conversations with business owners
• Messaging focused on cost savings and coverage improvements
• Real‑time appointment booking

Cold Email Marketing

• Follow‑up emails after calls
• Coverage comparison messaging
• Links to schedule consultations

Qualification Criteria

Before booking any meeting, prospects were qualified to ensure strong match:

• Active commercial insurance policy
• Owner or financial decision‑maker role
• Interest in reviewing coverage or reducing premiums
• Availability for a discovery call

Only qualified prospects were scheduled for appointments.

Booking Method

Qualified prospects were scheduled directly into the client’s calendar.

• Direct calendar booking with the sales team
• Confirmations via phone or email
• Reminder messages to reduce no‑shows

Campaign Results

The campaign delivered a steady flow of qualified commercial insurance opportunities.

Appointment Outcomes

• Total appointments booked: 37
• Average monthly appointments: 12–13
• Estimated contact‑to‑appointment conversion: 6–8%

Pipeline Impact

• Qualified opportunities created: 24+
• Estimated new insurance accounts: 8+
• Average account value: Not disclosed
• Estimated pipeline generated: $420K+
• Appointment consistency improvement: 190%+

Why the Campaign Worked

Decision‑Maker Targeting: Contact list created focusing on business owners and financial decision makers.

Timing‑Focused Messaging: Our approach of outreach decision makers highlighted upcoming renewals and cost‑reduction opportunities.

Multi‑Channel Engagement: Cold calling and email increased touchpoints and response rates.

Predictable Outbound System: The campaign replaced referral‑based growth with a structured lead pipeline.

Sample Outreach Workflow

1. Identify businesses with active insurance policies
2. Launch cold calling to reach business owners
3. Introduce Voyage Insurance’s advisory services
4. Qualify coverage needs and renewal timelines
5. Send follow‑up email with consultation details
6. Schedule qualified appointments
7. Client team conducts consultation and policy review

Key Performance Summary

• Campaign Duration: 3 months
• Total Appointments: 37
• Monthly Average: 12–13
• Qualified Opportunities: 24+
• Estimated New Accounts: 8+
• Pipeline Generated: $420K+
• Consistency Improvement: 190%+