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:
150+ follow-ups completed per week
3x increase in policy sales
$15,000 in new revenue within 60 days
What It Meant for the Business:
Increased Conversions – Leads that David thought were dead started converting into paying clients thanks to his VA’s persistence.
More Efficiency, Less Frustration – No more wasting hours on dead-end calls—his VA filtered out unqualified leads.
A Proven Sales Process – With an organized CRM and automated follow-ups, David finally had a system that worked.
Renewed Confidence – After weeks of no sales, David finally felt like he was back in control of his 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.
Follow-Ups Make All the Difference – His VA’s structured outreach turned cold leads into warm buyers.
Lead Organization is Key – A clean, well-maintained CRM helped David stay on top of potential clients.
Hiring Help is Worth It – The investment in a VA paid off almost immediately in revenue and peace of mind.
Before Vitalis VAs
Challenges:
Struggling to get responses from cold leads
No sales for over a month, putting his business in danger
Wasting time on unqualified leads who never converted
Goals:
Increase policy sales and revenue
Develop a better lead management system
Free up time to focus on selling, not chasing leads
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.