05 Case Studies

How David Turned His Failing Insurance Business Around with Vitalis VAs

Summary

David, an independent insurance agent in Florida, was stuck in a plateau. His sales had completely stalled, and for over a month, he hadn’t closed a single policy. He was calling the same leads over and over again with no success. Clients weren’t picking up the phone, emails were getting ignored, and his business was on the verge of collapse.

Frustrated and running out of options, David reached out to Vitalis Outsourcing. Within two weeks of hiring a VA, he was closing deals again. His VA took over client outreach, follow-ups, and even helped with email marketing. In just 60 days, David’s monthly revenue skyrocketed from $0 to $15,000, and he was back on track to growing his business.

Overview

David had been selling insurance for seven years, but recently, his business had hit a wall. His biggest struggle was lead generation—he was calling hundreds of people, but no one was buying. He felt like he was wasting his time and losing confidence in his ability to succeed.

Hiring a virtual assistant changed everything. His VA built a new system for tracking leads, followed up with prospects consistently, and even automated his email campaigns to warm up cold leads. This not only increased his sales but also gave him back his motivation and energy.

Results

By the Numbers:

What It Meant for the Business:
Key Takeaways from Mark’s Experience

David admitted that he was close to giving up before hiring a VA. Now, he’s closing more policies than ever and is excited about his future growth.

Before Vitalis VAs

Challenges:

Goals:

After Vitalis VAs

David’s VA took over lead generation, client outreach, and CRM management, giving him the support he desperately needed. Instead of worrying about where his next sale would come from, he now had a steady stream of clients ready to buy.

Future Plans

With his business back on track, David is now focused on scaling. He plans to hire another VA to manage his social media presence and referral marketing strategy, aiming to double his policy sales in the next six months.