Regional Insurance Agency Scales to 500 Policies/Month

Midwest Regional Insurance Group had been in the final expense business for eight years, but 2024 was their hardest year yet. Lead quality from their existing vendors had deteriorated significantly — contact rates had dropped from 65% to 38%, and agents were spending more time leaving voicemails than having actual conversations.

The agency's owner reached out to WaveTech in January 2025 after a referral from another agency in their network. The initial consultation revealed several systemic issues: leads were being shared with 3–4 other buyers, delivery was batched rather than real-time, and there was no pre-qualification process beyond basic demographic filtering.

WaveTech's solution addressed each of these issues directly. We launched an exclusive final expense lead program targeting ages 55–80 within the agency's licensed states, with real-time delivery to their existing CRM. Our 7-point qualification process screened for income, health status, and genuine interest before any lead was delivered.

Within the first two weeks, contact rates climbed to 71%. By week six, the agency had hit 500 issued policies in a single month for the first time in their history. Their cost-per-issued-policy dropped from $380 to $94 — a 75% reduction.

The agency has since expanded from 12 agents to 28, and WaveTech now provides their entire lead supply across three states.