596Meetings Booked
Independent Commercial Insurance Agency
November 2022 to today (nearly 4 years)
How SalesHive booked 596 meetings for an independent commercial insurance agency, more than doubling yearly meetings from 2023 to 2025 with calls and email.
Client meeting records as of October 6, 2026. One client result, not a forecast.
Since November 2022, SalesHive has booked 596 meetings for an independent commercial insurance agency with churches, nonprofits, schools and businesses across three states. Meetings per year more than doubled as the program matured, and it is still running. Every number here is counted from our client records as of October 6, 2026.
- Company size
- About 75 employees
- Company type
- Service
- Timeframe
- November 2022 to today (nearly 4 years)
- Channels
- Phone, Email
Reported meeting results
- 596 meetings booked with 579 different organizations.
- Yearly meetings more than doubled, from 77 in 2023 to 189 in 2025, and 2026 reached 163 by the end of September.
- 304 meetings (51%) were with owners, presidents, CEOs, executive directors and other senior leaders, and 136 more were with pastors.
- Email booked 183 of the meetings, so the program did not depend on one channel.
Meeting timeline
First meetings
8 meetings booked in the first weeks of outreach.
Finding the market
77 meetings for the year.
Scaling up
159 meetings for the year.
Compounding
189 meetings in 2025 and 163 in 2026 through September.
What could this look like in your market?
Book a 30-minute callCommercial insurance outreach targeting
The agency sells to organizations that rarely shop their insurance: churches, schools, nonprofits, restaurants and businesses with $500,000 or more in revenue, in Florida, Texas and California. The decision maker changes with the buyer. At a church it may be the pastor, a deacon or the board. At a business it is the owner, president, CEO or CFO. Outreach had to reach the right person for each kind of organization.
The playbook, step by step
A managed program run on the SalesHive platform, tuned every week by a dedicated strategist.
Targeted two kinds of buyers, each with its own decision makers: churches, nonprofits and schools on one side and businesses on the other, all within the agency's three states.
Built the messaging on the agency's offer: lower rates or better coverage, access to carriers the buyer has never seen, and one bill.
Ran calls and email together. 400 meetings were booked on calls and 183 by email.
Tracked every booked meeting in our records, with a strategist reviewing results and tuning the targeting as the program ran.
How to evaluate outreach for your insurance agency
Use this case study to frame a scoping conversation, not to forecast your own meeting volume. Before planning a program, work through these questions:
- Account fit: Which states and organization types can your agency serve? Define your inclusions and exclusions before building a prospect list.
- Buyer fit: Who should take the first conversation at each type of account? Write a role map for each segment rather than reusing one title list.
- Offer: What makes a coverage conversation worth taking? Explain the reason for a review without promising lower premiums or broader coverage before that review.
- Measurement: Agree on meeting qualification before launch. Review booked meetings, held conversations, quotes and bound policies separately rather than treating a booked meeting as a new policy.
Bring your territory, target account types and qualification rules to a conversation about your outreach plan.
Book a 30-minute callMore results worth a look
Questions before you book
Could my company get the same results?
How much does a managed program cost?
What determines launch timing?
How should we measure meeting quality?
Are month-to-month plans available?
Want results like this in your market?
Talk with our team about our services, pricing and how we can help your team grow.
Category: Insurance