CASE STUDY

Marketing Connected

An MGA and multiline carrier had a strong agent footprint and no way to measure how those agents felt, tailor campaigns by region, or track a prospect from lead to appointed agent. We built a centralized marketing intelligence system.

30%

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CLIENT

A leading MGA and multiline insurance carrier distributing through an in-house retail agency and independent agent networks

LINES

Multiline

WHAT WE SOLVED

Agent engagement, regional marketing, and producer recruitment

ENGAGEMENT

Platform implementation and integration

The Challenge

The company leverages underwriting expertise and a broad product range to serve diverse regions with localized needs, and it had built a strong agent footprint to match.

The marketing function could not see any of it clearly. Agent satisfaction was not being tracked, campaigns could not be tailored to regional conditions, and lead prospects were not being nurtured through to appointed agents. The result was growth opportunities that quietly went unrealized.

The Solution

A centralized marketing intelligence system built around three capabilities: a real-time agent sentiment dashboard, a geo-targeted content engine aligned to state-specific factors, and a lead-to-agent funnel tracker that made the conversion process visible and improvable.

Technologies

Customer.io Braze Zapier PowerForm Google Workspace

Results

30%

higher conversion from marketing-qualified lead to appointed agent in target territories

22%

increase in agent engagement scores from marketing satisfaction surveys within six months

21%

improvement in click-to-open rate

Where This Applies

Recruiting and retaining producers is a marketing problem that most insurance organizations run without marketing infrastructure. Knowing which agents are disengaging, before they stop submitting business, is worth more than any campaign.

Explore: Paktolus for MGAs → Distribution + Producer Experience →

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How would results like these impact your business?

Twenty minutes, a candid conversation. If we’re not the right fit, we’ll say so.

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