A rapidly growing insurance agency offering life, health, and auto policies saw a surge in leads from digital campaigns, referral partners, and lead marketplaces. However, their sales team struggled to keep up, leading to drops across the sales funnel.

Too many leads and not enough capacity meant licensed agents were overwhelmed and forced to pick and choose who to call, leaving many prospects untouched or delayed.

Hiring and onboarding new staff took time, during which leads turned cold. Rising operational costs, missed follow-ups, and lost revenue opportunities continued to build pressure on an already stretched team.