Clicks were being mistaken for leads.
On the first call, SHFT described the familiar agency pattern: somebody completed a form, entered the CRM, and was labelled a lead—even when there was little intent to buy insurance.
SHFT Insurance · Client case study
112 calls booked and six figures in pipeline.
SHFT did not need more names in a CRM. It needed qualified insurance prospects, clear data ownership, and a team to manage the work before a call reached the calendar.
112Calls booked
6 figuresPipeline generated
OngoingTesting and optimization
Fabian SerranoCEO, SHFT Insurance
“I’ve worked with plenty of agencies before, but Upreach has been a different experience. They test, optimize, and build a system around what actually works. The lead quality has been strong, the strategy makes sense, and I’ve referred them to people in my own network and some of my own clients.”
Qualification had to happen before the handoff.
SHFT wanted to speak with prospects who were genuinely interested and matched the insurance offer, not spend sales time sorting random enquiries from real opportunities.
SHFT needed to own the data.
Every prospect and campaign outcome had to remain visible in SHFT’s own CRM. That preserved the operating history and the long-term value of the agency’s customer data.
A managed path to the calendar.
Upreach ran the targeting, campaign testing, reply handling, qualification, and CRM handoff. The engagement produced 112 booked calls and six figures in attributable pipeline.
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