Overview
PolicyPro Brokers, a Insurance company with a 15-person new business team, faced a critical challenge: Manual outreach to prospects. No clear lead qualification. Conversion to quote was <5%.
The Challenge
The core challenge was clear: manual outreach to prospects. no clear lead qualification. conversion to quote was <5%.. For a team of 15-person new business team, this meant bottlenecks in their GTM motion and limited visibility into what was actually working. Traditional approaches weren't cutting it.
The Solution
PolicyPro Brokers turned to Mir Tech to implement intent scoring + sales workflows. The implementation was completed in Sep 2024-Feb 2025, focusing first on quick wins. Rather than attempting a full transformation immediately, they started with their most critical bottleneck and expanded from there. This phased approach ensured adoption and built momentum.
Key feature used:
Intent scoring + sales workflows
Results
The results spoke for themselves: 12% quote-to-close rate (from 5%), and 2x new business closed, and $5.8M annual premium from Mir Tech pipeline. Within six months, PolicyPro Brokers had completely transformed their Insurance approach.
Quote-to-close rate doubled to 12%. We're closing 2x the new business with the same size team."