INSURANCE BROKERAGE
Trusted by 100+ B2Bs
110
Meetings scheduled in under 60 days
70–80
Appointments in the first 30 days
4-6
Appointments per rep, up from ~2/week
5-6x
Output of one rep vs. baseline
The growth challenge
Agent Equity Group brokers carrier contracts for independent insurance agents. Their growth relied on old-school cold calling and networking, which did not scale, and their own attempt at cold email had failed outright — leaving them with low expectations for outbound.
How Anevo solved it
Anevo built a high-volume outbound system that let the company become selective with prospects. Volume created enough inbound interest that the sales team could prioritise the highest-intent leads rather than chase every conversation.
Anevo’s US-based team handled lead management end-to-end, including rescheduling no-shows. This freed the client’s rep to focus exclusively on running appointments rather than top-of-funnel admin.
Anevo developed messaging that resonated without requiring deep industry knowledge from prospects. The copy attracted and pre-qualified the right agents before a call was ever booked.
The results
Metric | Before | After |
|---|---|---|
Appointments per rep | ~2 per week | 4–6 per day |
Meetings (first 30 days) | Not stated | 70–80 |
Meetings (under 60 days) | Not stated | 110 |
Rep efficiency | 1 rep baseline | Equivalent to 5–6 reps |
What this means for you
If manual prospecting has capped your growth and a DIY cold email attempt has already flopped, the missing piece is usually volume plus disciplined lead management. That combination took Agent Equity Group from ~2 appointments a week to 110 meetings in under 60 days — turning one rep into the output of five or six.
If your pipeline depends on referrals, your calendar has more gaps than calls, or building outbound in-house feels like more than it's worth, we can help. We've booked 5,000+ sales meetings for 100+ B2B teams, and the average client sees their first meeting within 1–2 weeks.
Trusted by 100+ B2Bs
US-based insurance brokerage that recruits independent agents and brokers carrier contracts for independent agents.
Size:
Industry:
Insurance Brokerage
Location:
United States
If your pipeline depends on referrals, your calendar has more gaps than calls, or building outbound in-house feels like more than it's worth, we can help. We've booked 5,000+ sales meetings for 100+ B2B teams, and the average client sees their first meeting within 1–2 weeks.
Trusted by 100+ B2Bs
FAQs
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