INSURANCE / FINANCIAL SERVICES
Trusted by 100+ B2Bs
Top 5
Lead generation channel within year one
Tens of thousands
Emails sent with strong deliverability and response
3
Channels covered: cold calling, cold email, and meeting booking
The growth challenge
Pattern Life helps doctors protect the income they've spent years building through specialised, independent insurance advice. Their licensed advisors were spending too much time hunting for opportunities at the top of the funnel — time that should have gone to meetings and writing business.
How Anevo solved it
Anevo operated as Pattern Life's outsourced business development engine. The team worked the prospecting front lines — cold calling, cold emailing, and frontline inbox communication — so advisors could focus on revenue-generating at-bats.
Anevo deployed and managed the full email infrastructure. The engagement covered network structure, deliverability, and inbox management at scale.
Anevo stayed connected and responsive throughout. Per the review, concerns and questions were always answered, with the team using its tech stack to provide insights and explaining the "why" behind corrections.
The results
Metric | Before | After |
|---|---|---|
Lead generation channel rank | Not a channel | Top 5 within year one |
Email volume | Not stated | Tens of thousands sent |
Deliverability & response | Not stated | Rated "great" by client |
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
Mid-sized financial services firm (11–50 employees) helping medical professionals with income protection and insurance decisions
Size:
11–50 employees
Industry:
Insurance / Financial Services
Location:
Omaha, Nebraska
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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