From Invisible to In-Demand:
How One Insurance Agency 3X’d Lead Volume with Strategic Marketing Systems
A real-world case study of how CIS Insurance generated $210,000+ in revenue with a streamlined digital strategy built for insurance growth.
Why This Case Matters?
That’s exactly where CIS Insurance was when they came to us.
They had a strong track record offline – but a weak presence online. Their site wasn’t converting. Google wasn’t showing them to prospects. And any ad spend they tried had little to show for it.
They didn’t need gimmicks. They needed structure.
This is the story of how we helped
go from 12 leads per month to
$5,000/month marketing investment into
in new premium revenue
Commercialize Insurance Services
The Problem Most Insurance Agencies Face
Let’s start with the reality:
Insurance marketing is crowded. Every agency claims “trusted service” and “personalized plans.” The real question is: Can you get found and trusted before the quote stage?
When we met the team at CIS, they had:
They were spending money in different directions – but none of it was working together. The result? A leaky funnel. Missed lead
Unpredictable months.
They needed more than a new logo or landing page.
They needed a full insurance growth engine.
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Building the Foundation1
Brand & Messaging Overhaul
The first step was to address how CIS showed up online.
We rebuilt their visual identity — modern, clean, credible
and matched it with insurance-specific messaging
that actually spoke to their clients
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Their tone shifted from generic to positioned.
Suddenly, they weren’t just another agency. They were a solution.
From homepage to quote forms, every line was built to build trust quickly and give prospects a reason to stay.
Results
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Lesson: Trust doesn’t start with your team-it starts with your first impression.
positioning
Building the Foundation2
Brand & Messaging Overhaul
The first step was to address how CIS showed up online.
We rebuilt their visual identity — modern, clean, credible
and matched it with insurance-specific messaging
that actually spoke to their clients
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Their tone shifted from generic to positioned.
Suddenly, they weren’t just another agency. They were a solution.
From homepage to quote forms, every line was built to build trust quickly and give prospects a reason to stay.
Results
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Lesson: Trust doesn’t start with your team-it starts with your first impression.
positioning
Building the Foundation3
Brand & Messaging Overhaul
The first step was to address how CIS showed up online.
We rebuilt their visual identity — modern, clean, credible
and matched it with insurance-specific messaging
that actually spoke to their clients
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Their tone shifted from generic to positioned.
Suddenly, they weren’t just another agency. They were a solution.
From homepage to quote forms, every line was built to build trust quickly and give prospects a reason to stay.
Results
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Lesson: Trust doesn’t start with your team-it starts with your first impression.
positioning
Building the Foundation4
Brand & Messaging Overhaul
The first step was to address how CIS showed up online.
We rebuilt their visual identity — modern, clean, credible
and matched it with insurance-specific messaging
that actually spoke to their clients
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Their tone shifted from generic to positioned.
Suddenly, they weren’t just another agency. They were a solution.
From homepage to quote forms, every line was built to build trust quickly and give prospects a reason to stay.
Results
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Lesson: Trust doesn’t start with your team-it starts with your first impression.
positioning
Building the Foundation5
Brand & Messaging Overhaul
The first step was to address how CIS showed up online.
We rebuilt their visual identity — modern, clean, credible
and matched it with insurance-specific messaging
that actually spoke to their clients
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Their tone shifted from generic to positioned.
Suddenly, they weren’t just another agency. They were a solution.
From homepage to quote forms, every line was built to build trust quickly and give prospects a reason to stay.
Results
- “Coverage that grows with your life."
- "Real agents. Real answers.
- | "We don't quote fast. We quote right.”
Lesson: Trust doesn’t start with your team-it starts with your first impression.
positioning
Bringing It All Together — The Full Funnel System
The real power wasn’t in any single tactic. It was in how each part worked together.
This isn’t a campaign. It’s an engine. And it’s still running.
Brand
Brand Clarity made ads convert better
SEO
Content imporvied ad Quality Scores and SEO
CRM
The CRM captured and nurtured leads from both sources
Report
Reporting tied everything back to revenue
Investment Breakdown & ROI
Let’s talk numbers.
| Channel | Monthly Investment | 12-Month Total | Revenue Generated | That’s a 3.5x return on investment — and over 2.5x profit return after costs. |
|---|---|---|---|
| SEO + Content | $2,000 | $24,000 | $120,000+ |
| Google Ads | $1,500 | $18,000 | $45,000+ |
| CRM + Systems | $1,500 | $18,000 | $45,000+ |
| Total | $5,000 /Mo | $60,000 | $210,000+ |
What matters most?
The came ready, they converted faster, and they stuck around.
The Final Outcome
From 12 leads/month
leads/month
Organic traffic up
CPL down to
Pipeline and automation hat run daily without micromanagement
Growth is no longer a guessing game for CIS. It’s a system.
Growth is no longer a guessing game for CIS. It's a system.
What Made It Work (Recap)
CIS didn’t win because they were the cheapest.
They won because they looked credible, showed up consistently, and made it easy to convert.
Here’s what made the difference:
- Clear brand positioning — not just a new logo, but a new voice
- Content with intent – SEO blogs + pages people actually search for
- Ad campaigns that convert-service-specific andlocation-targeted
- Automation that follows up – without human error or delay
- Tracking that ties everything to revenue- no guesswork
You don’t need to overhaul your agency.
You just need to fix how people discover, trust, and buy from you.
That’s what this system does.
It works. It scales. And it keeps working even when you’re not.
