11 highly qualified meetings with CFOs in the first month
6:43
Chris FreitasKBI Benefits, California
Proven results
Real pipeline. Real revenue.
How InRev helps businesses across the insurance market win meetings with the decision makers they want, working alongside their teams to build predictable growth.
Client stories
Hear it from our clients.
6:43
2 to 3 meetings a week with enterprise insurance company decision makers
4:12
Liam RichardsCEO, Arete Adjusting
Opened doors to international markets
1:40
Ronald GallFounding Shareholder, Fintech Micro
Case studies
How we deliver results for insurance businesses.
01
33 qualified meetings with enterprise businesses in 90 days
A specialist insurance business needed to open conversations with enterprise businesses looking for insurance solutions, to grow its client portfolio.
Enterprise decision makers such as CEOs, risk managers, finance directors and procurement leads are notoriously hard to reach. They are bombarded with generic sales outreach, and most of it gets ignored.
The company faced several challenges:
- Senior decision makers rarely respond to cold outreach
- Generic messaging was getting lost among dozens of similar approaches
- The internal team was focused on servicing existing clients and had no capacity for structured prospecting
- Previous outbound efforts had produced minimal traction
They needed a partner who understood the insurance market well enough to write outreach senior decision makers would actually respond to, and a system that could deliver it consistently at scale.
InRev deployed its three-pillar system, built to generate qualified enterprise meetings in hard-to-reach markets. Rather than relying on volume, it combines deep market knowledge, personalisation at scale and a fully managed pipeline.
01
The offer
This is where most outbound fails, and where InRev puts the most effort. Drawing on deep insurance industry experience, we researched each prospect individually to understand what would make an offer worth responding to. Not a generic pitch or a demo request, but a reason to engage that was relevant to their challenges, their business and their priorities. Getting the offer right is why 33 senior decision makers said yes.
02
The system
With the offer defined, InRev turned that personalisation into outreach at scale. Prospect data was enriched, filtered and validated with our own tools, so no time was wasted on poor-fit contacts. Each message spoke directly to the individual, their role, their market and their situation, and ran consistently across hundreds of prospects at once.
03
The pipeline
The point of it all: qualified conversations in the calendar. Meetings with CEOs, risk managers, finance directors and procurement leads with authority over purchasing decisions, matched to the client's capabilities. InRev handled the data, outreach, follow-up and optimisation, so the internal team could stop prospecting and focus on building relationships and writing business.
And we don't disappear after set-up
InRev worked alongside the team throughout, tracking what was working, refining messaging in real time and continuously improving results. This was a fully managed programme, run on the client's behalf.
33highly qualified meetings with enterprise businesses
90days to deliver a full pipeline
C-suiteCEOs, risk managers and finance directors reached
What this meant for the client
The internal team stopped spending time on cold prospecting and started walking into meetings with qualified decision makers who already understood why the company was relevant to them. Every meeting was matched to the prospect's situation, so conversations started at a strategic level rather than a cold introduction.
The offer made the difference
Individual research meant every prospect got a reason to engage that was specific to them.
Personalisation at scale
Relevant messaging delivered consistently across hundreds of prospects.
Fully managed pipeline
Data, outreach, follow-up and optimisation, all handled by InRev.
Sales team freed to sell
With prospecting handled, the team focused on relationships and closing.
The outcome
33 meetings. 90 days. One of the hardest markets to crack, cracked.
02
Helping an existing sales team generate $925k of pipeline in the first month
A growing insurance business needed to engage senior decision makers at organisations looking for insurance solutions. Its specialist offering helps businesses improve operational speed and accuracy, but reaching the right people had proven extremely difficult.
The internal team was already stretched, and adding top-of-funnel prospecting risked pulling them away from the work where they made the biggest impact.
The goals:
- Open conversations with senior decision makers at target organisations
- Validate demand for an industry benchmarking initiative
- Generate qualified meetings with businesses managing significant insurance needs
- Build commercial pipeline without distracting leadership from product development
- Support the existing sales and marketing team, giving them time to focus on closing deals and nurturing relationships
InRev designed a focused outbound programme targeting senior leaders across the sector, working alongside the client's existing sales and marketing team.
Rather than pitching a product, the campaign invited prospects to take part in an industry benchmarking project comparing operational performance across the market. That gave immediate credibility, offered real insight and turned the conversation into peer benchmarking rather than a sales call.
01
Target account identification
A curated list of businesses with clear relevance to the client's offering.
02
Decision maker mapping
Direct outreach to senior operations, commercial and leadership contacts.
03
Messaging strategy
Positioned around industry benchmarking rather than product promotion.
04
Multi-channel outreach
LinkedIn, personalised email, strategic calling and follow-up sequences built to reach senior decision makers.
05
Qualification and handover
Meetings were booked only where the prospect was clearly relevant, then handed over as warm opportunities for the sales team.
12qualified meetings with senior decision makers
$925kcommercial pipeline generated
Weeksfrom launch to strategic conversations with industry leaders
Insight-led outreach
Senior leaders respond to industry intelligence, not product pitches.
Precision targeting
Focused only on businesses where the offering solved a real operational priority.
Credible positioning
Benchmarking let conversations start at a strategic level.
Supporting the team
With prospecting handled, the team focused on closing, relationships and strategy.
The outcome
A strong commercial pipeline within weeks, validated market demand, and warmer opportunities for the existing team.
03
Turning a conference trip into $3M+ of pipeline
A growing insurance business was preparing to attend a major US insurance conference. Like most businesses at industry events, it faced a familiar problem: conferences are expensive, and the commercial results are uncertain.
Once tickets, flights, accommodation and travel are added up, the investment quickly runs to several thousand dollars, with no guarantee of meaningful business.
The company wanted to avoid the usual experience of:
- Spending most of the event hoping to bump into the right people
- Attending sessions without meeting key decision makers
- Coming home with a stack of business cards but little real pipeline
They needed a way to turn their time at the conference into structured commercial opportunity.
InRev designed a conference-led outbound strategy focused on booking meetings before the event began, then making the most of the time during and after it.
The objective
Arrive at the conference with a diary already full of meetings.
01
Pre-conference outreach
The attendee list was analysed to find high-value prospects, including senior leaders, commercial directors and operations heads. They were contacted weeks before the event with personalised messages that positioned the meeting as a convenient catch-up, not a cold sales call.
02
Meetings at the conference
Meetings were scheduled across the three days to make the most of time on site. The event became a series of structured conversations rather than speculative networking.
03
Post-conference follow-up
Structured follow-up for three groups: people met at the event, attendees who couldn't meet, and newly identified prospects, all referencing the conference as a natural connection.
13qualified meetings with senior industry leaders
$3M+potential sales pipeline created
3 daysof structured meetings instead of speculative networking
Total spend
~$4,000Tickets, flights, accommodation and travel→
Pipeline generated
$3M+Potential commercial pipeline750x pipeline for every dollar spent on the trip
Preparation creates advantage
Most attendees arrive hoping to meet people. A pre-booked diary changes that.
Conferences provide access
Hard-to-reach decision makers are often more open at industry events.
Timing matters
Early outreach books calendars before they fill up.
Momentum continues
Structured follow-up keeps conversations going after the event.
Ready to build your pipeline?
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