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Struggling to Sell? How Mark Doubled His Insurance Sales in Just 45 Days

Vitalis Outsourcing > Case Studies > Struggling to Sell? How Mark Doubled His Insurance Sales in Just 45 Days
02 Case Studies

Struggling to Sell?
How Mark Doubled His Insurance Sales in Just 45 Days

Summary

Mark, an independent insurance agent, was struggling to keep his business afloat. For months, he found himself stuck in a rut—cold calling unresponsive leads, chasing after potential clients, and handling tedious paperwork. Despite his efforts, his sales had plateaued, and he was barely making any new commissions. He needed a way to get more policies sold without spending every waking hour on outreach. That’s when he partnered with Vitalis Outsourcing. Within just 45 days, Mark doubled his policy sales, secured over $30,000 in new commissions, and built a predictable system for generating quality leads.

Overview

Mark had been selling insurance for over five years but hit a point where his growth completely stalled. He was putting in the hours but wasn’t seeing results—clients weren’t picking up calls, and follow-ups were falling through the cracks. He knew he needed a smarter approach to lead generation and follow-ups but didn’t have the time or resources to figure it out himself.

After working with Vitalis Outsourcing, Mark received a dedicated virtual assistant (VA) who took over lead generation, appointment setting, and consistent follow-ups via email and phone. This allowed him to focus on what mattered most—closing deals and building relationships.

Results

By the Numbers:

  • 2x more policies sold in just 45 days
  • 150+ quality leads contacted weekly
  • $30,000+ in new commissions
What It Meant for the Business:
  • More Time for High-Value Clients – Instead of cold calling all day, Mark spent his time meeting with serious buyers ready to sign policies.
  • Higher Policy Conversion Rates – The structured follow-up system increased his closing rate by 40%.
  • Consistent Lead Flow – With a steady pipeline of qualified leads, Mark no longer worried about dry months.
  • Less Stress, More Growth – Mark finally had the freedom to scale his business without feeling overworked.
Key Takeaways
  • Follow-Ups Make the Difference – Mark’s VA ensured no lead was left behind, drastically increasing conversions.
  • Delegation is Essential for Scaling – Offloading repetitive tasks gave Mark the freedom to focus on selling.
  • Automated Lead Generation Works – Mark’s business became predictable with a reliable system in place.
  • Investing in a VA Paid Off Immediately – In just 45 days, Mark saw real results that changed his business trajectory.
Before Vitalis VAs

Challenges:

  • Struggling to get responses from cold leads
  • Inconsistent follow-ups leading to lost deals
  • Spending too much time on admin work instead of selling

Goals:

  • Increase policy sales and commissions
  • Develop a better follow-up system
  • Free up time to focus on high-value clients
After Vitalis VAs

Mark’s VA took over the time-consuming tasks that were slowing him down. With a structured lead generation system in place, his sales skyrocketed, and his income became predictable. Now, he’s focused on scaling his business to new heights.

Future Plans

Mark plans to expand his insurance agency, hire additional agents, and delegate even more tasks to his VA. With a proven system working, his next goal is hitting $50,000/month in commissions while working fewer hours.