Case Study
Real Results of CIS Insurance’s
Rise to Recognition
CIS Insurance:
From Invisible to In-Demand
The Starting Point:
A Strong Legacy, A Weak Digital Presence
CIS Insurance had built a solid reputation over 50+ years, boasting strong client retention and a steady stream of referrals. However, their digital footprint lagged far behind their real-world presence. They were virtually invisible online, struggling to be found by prospective clients searching for insurance services.
“We were real in the community but invisible online.”
– Luis Diaz, Commercialize Insurance Services
Identifying Core Challenges
Outdated Branding
Lacked trust and professionalism at first glance, hindering initial client engagement.
No SEO Visibility
Zero organic presence meant potential clients couldn't find them through search engines.
Ineffective Website
High bounce rates and low lead conversion indicated indicated a poor user experience.
Disjointed CRM
Messy and manual follow-up processes led to lost opportunities and inefficient lead nurturing.
Underperforming Ads
Ad spend yielded minimal returns due to poor targeting and conversion strategies.
Strategic Digital Transformation
Our approach focused on building a cohesive digital ecosystem designed for compounding growth, not isolated efforts. Every element was carefully planned to work synergistically.
Brand Identity Rebuilt
Targeted Google Ads
Precision campaigns for high-intent services with efficient spend.
Comprehensive Tracking
Data-driven optimization across all channels for maximum ROI.
Content Engine Launched
Trust-building, SEO-optimized content to attract and inform.
CRM & Automation
Streamlined lead nurturing and sales follow-up.
Each piece worked together. Nothing wasted.
Brand Overhaul:
Building Trust from the First Click
Logo + Typography Refresh: Modernized visual elements for a contemporary feel.
Rewritten Messaging: Clear, honest, and human language resonating with clients.
Consistent Identity: Uniform branding across all digital platforms.
- Clients “got it” faster: Enhanced understanding of services and values.
- More confidence from first click: Improved perceived professionalism.
- Fewer objections: Streamlined sales conversations due to pre-built trust.
“Now we sound like the business we’ve always been.”
-Roberto Toledo, Commercialize Insurance Services
SEO & Content Engine:
Driving Organic Growth
Localized Content: Blog posts and FAQs addressing specific local client needs.
Question-Driven Focus: Content tailored to common client inquiries.
Technical SEO: Backlinks, citations, and schema for superior local rankings.
Monthly Investment: $2,000
12-Month Results:
+327% increase in organic traffic
87 ranking keywords (from 6)
~$120,000 in policies originated from organic search
Source: GA, CRM, content dashboard
Google Ads That Delivered Results
Monthly Investment: $1,500 Results:
- ~18% click-to-lead conversion rate
- ~$45,000 in premium revenue from ad leads
- Average CPL: $11
Source: GA, CRM, content dashboard
- High-Intent Targeting:
Search ads focused on auto, home, and life insurance. - Optimized Landing Pages:
Custom pages for each service to maximize conversions. - Strategic Retargeting:
Engaging warm traffic to nurture leads over time..
CRM & Follow-Up Automation:
Streamlining the Sales Pipeline
Automated Funnels: Built for quotes, follow-ups, and renewals, ensuring no lead is missed.
Personalized Journeys: Tailored email sequences that resonate with clients.
Comprehensive Dashboard: Tracked lead source through to closed sale for data-driven insights.
Monthly Investment: $1,500 Results:
3X lead conversion rate
$45,000+ in policies from automated workflows and retargeting
Efficient Pipeline: Runs without manual chasing, saving significant time.
Investment vs. Return:
A Clear ROI
| SEO + Content | $2,000 | $24,000 |
|---|---|---|
| Google Ads | $1,500 | $18,000 |
| CRM + Funnels | $1,500 | $18,000 |
| Total | $5,000 | $60,000 |
Tangible Return: Total Revenue Generated: $210,000+
3.5x Revenue
2.5x+ Profit
High-Quality Leads
Efficient Follow-up
The Final Outcome:
Sustainable Growth and Efficiency
3X Monthly Lead Volume
A significant increase in potential client inquiries, fueling consistent sales growth.
7X Organic Search Growth
$210K+ in New Revenue
Scalable System
Real brand. Real systems. Real growth.
InsureBrandSuccess.com
