Case Study: How we helped a B2B insurance firm generate 82 qualified opportunities in two months

The Challenge
We were generating leads for a commercial insurance client, but like many B2B businesses, they were struggling to turn those leads into meetings. They were busy with other responsibilities, so replying to enquiries quickly dropped to the bottom of the list. They weren’t sure how to word replies in a way that secured an appointment. And even when someone showed interest, the back-and-forth to lock in a time often stalled.
So, we stepped in to solve it.
Our Solution
The fix was simple but powerful: Inbox Management.
Instead of leaving the client to juggle replies, we managed their inbox directly, using sales psychology, fast response times, and personalised messaging to keep conversations alive until meetings were locked in.
Their only role was approving the prospect list and sequence. From there, we did the replying, the nudging, and the booking.
That meant:
- Real-time replies: responding while leads were still warm, not days later.
- Sales psychology in action: handling objections and nudging conversations toward a meeting.
- Done-for-you booking: meetings went straight into the calendar. They did not have to chase, follow up, or lift a finger.
The Results
Within just two months, the difference was clear:
- 82 new qualified opportunities (July + August combined).
- Just over double the monthly lead volume, a 119% increase, compared to before we managed the inbox.
- A balanced pipeline of both short-term and longer-term opportunities.
Breaking it down:
- 24 “here and now” leads: prospects who were open to meetings straight away.
- 58 longer-term opportunities: decision-makers who said things like “check back in 4 months” or shared renewal dates for early next year.
This mix matters. By capturing both the immediate and future interest, every reply had a place in the pipeline. Instead of leads slipping away, they were either booked in now or tagged for timely follow-up later, turning “not now” into next quarter’s deal.
For this sales person, it meant less time spent chasing replies and more meetings confirmed, with results more than doubling in just two months.
Why it matters for B2B sales
This was not just about replying faster. It was about replying smarter.
Anyone can get a thumbs-up or a polite response. But turning that into a booked meeting takes skill, time, and persistence. It is not about sending polite follow-ups. It is about knowing what to say next, handling objections, and moving casual interest into commitment.
By managing the inbox for this client, we made sure both parts were covered:
- Speed: replying while interest was fresh.
- Skill: using sales psychology to move conversations from casual replies into calendar bookings.
The result was a steady flow of qualified opportunities, both immediate and long-term.
Ready to turn replies into revenue?
If you’d like more sales pipeline, you are not alone. Many B2B leaders know the frustration of good conversations that never make it onto the calendar.
We do this for commercial insurance leaders, professional services firms, recruiters, and high value B2B’s, so we know the patterns and we know what works.
That is exactly what we fix. We handle the sales administration, respond in real time, and use proven messaging to move interest into action.
We’d love to show you how we turn replies into meetings, while keeping your time free for the things that matter most. Book a call here.