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Southwestern Insurance Group

Conversion ratio 6 times higher in first month

Southwestern Insurance Group

Insurance agency sees referrals as the mainstay of their future growth


Southwestern Insurance Group is a scale up insurance agency in Nashville, Tennessee.


Since working with them to help systemise using referrals to develop new client relationships they have seen stellar results.


In the first month after the session their team of nine found 127 new leads from referrals and converted 46% of them. In insurance the average conversion ratio is 7% so this was a revolution in terms of quality and efficiency.


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In one month since the referrals session we’ve generated 127 new leads and converted 46% of them
David Stuart, Founder & President
David Stuart, Founder & President
Southwestern Insurance Group
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