Proven Results

Real Pipeline.
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See how InRev helps insurance companies generate highly qualified pipelines, working alongside their teams to create predictable, scalable growth.

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Case Studies

How We Deliver Results
for Insurance Companies

Industry
Insurance Services
Service
Outbound Sales Development & Strategic Appointment Setting
01

How InRev Amplified an Existing Sales & Marketing Team to Generate £1M+ Pipeline in the First Month

The Challenge
The Approach
The Results

A growing insurance services company needed to engage senior decision-makers at enterprise insurance businesses. Their specialist offering helps insurance companies improve operational speed and accuracy, but reaching the right people had proven extremely difficult.

Senior insurance decision-makers — particularly Heads of Claims and operations leaders — are notoriously hard to reach. The internal team was already stretched, and adding top-of-funnel prospecting risked pulling them away from the high-value activities where they made the biggest impact.

  • Open conversations with senior insurance decision-makers
  • Validate demand for an industry benchmarking initiative
  • Generate qualified meetings with insurance businesses managing significant portfolios
  • Build commercial pipeline without distracting internal leadership from product development
  • Complement their existing sales and marketing team, giving them the time and space to focus on closing deals and nurturing relationships

InRev designed a focused outbound programme targeting senior claims and operations leaders across the insurance sector, working alongside the client's existing sales and marketing team.

Rather than positioning the outreach as a product pitch, the campaign centred around participation in an industry benchmarking initiative — a research project comparing operational performance across the market. This created immediate credibility by offering valuable insight, positioning conversations as peer benchmarking rather than sales, and engaging decision-makers through curiosity and operational improvement.

1

Target Account Identification

A curated list of insurance businesses with significant relevance to the client's offering.

2

Decision-Maker Mapping

Direct outreach to Heads of Claims, Operations Directors, and senior commercial leaders.

3

Messaging Strategy

Clear positioning around industry benchmarking rather than product promotion.

4

Multi-Channel Outreach

LinkedIn outreach, personalised email, strategic calling, and follow-up sequences designed to reach senior decision-makers.

5

Qualification & Handover

Meetings were secured only where the prospect had clear relevance, then handed over as warm, qualified opportunities for the sales team to progress.

4
Qualified Meetings
with Senior Decision-Makers
Strategic
Discussions with Senior
Insurance Leaders

Insight-Led Outreach

Senior insurance leaders respond to industry intelligence, not product pitches.

Precision Targeting

The campaign focused exclusively on insurance businesses where the client's offering addressed a critical operational priority.

Credible Positioning

Framing the outreach around benchmarking allowed the conversation to start at a strategic level.

Complementing the Team

By handling top-of-funnel prospecting, the client's sales and marketing team could focus on what they do best — closing deals, nurturing relationships, and driving strategy.

The Outcome

Within weeks, the campaign generated meaningful engagement with senior insurance leaders and created a strong commercial pipeline. The client was able to validate market demand and open strategic conversations with decision-makers across the insurance sector.

Crucially, this was achieved while working in partnership with the existing team — giving their sales and marketing people warmer, qualified opportunities and freeing them to focus on the high-value work that drives revenue.

Industry
Insurance Services
Service
Conference-Led Outbound Strategy & Meeting Generation
02

Turning a Conference Trip Into £3M+ Pipeline

The Challenge
The Approach
The Results

A growing insurance services company was preparing to attend a major US insurance conference. Like many businesses attending industry events, the leadership team faced a common challenge: conferences are expensive, but they often produce uncertain commercial results.

By the time conference tickets, flights, accommodation, and travel costs are included, the investment can quickly exceed several thousand pounds with no guarantee of meaningful business outcomes.

The company wanted to avoid the typical experience of:

  • Spending most of the event hoping to bump into the right people
  • Attending sessions without meeting key decision-makers
  • Returning home with a stack of business cards but little real pipeline

They needed a way to turn their conference presence into structured commercial opportunity.

InRev designed a conference-led outbound strategy focused on securing meetings before the event even began and maximising opportunities during and after the conference.

Objective: Arrive at the conference with a diary already full of meetings.

Stage 1
Pre-Conference Outreach
Conference attendee list analysed to identify high-value prospects including senior claims leaders, commercial directors, and operations heads. Prospects were contacted several weeks before the conference with personalised messages — positioning the meeting as a convenient catch-up rather than a cold sales call.
Stage 2
Meetings During the Conference
Meetings were scheduled across the three-day conference to maximise time on site. The event became a series of structured conversations rather than speculative networking.
Stage 3
Strategic Post-Conference Follow-Up
Structured follow-up targeting three groups: people met at the conference, attendees who couldn't meet, and newly identified prospects — all referencing the event for natural connection.
13
Qualified Meetings
with Senior Industry Leaders
Multiple
Strategic Conversations with
Insurance Companies & Partners
Total Investment
~£4,000
Tickets, flights, accommodation & travel
Pipeline Generated
£3M+
Potential commercial pipeline
750x ROI

Preparation Creates Advantage

Most attendees arrive hoping to meet people. A pre-booked schedule creates a clear advantage.

Conferences Provide Access

Senior decision-makers who are difficult to reach are often more open at industry events.

Timing Matters

Early outreach ensures calendars are still open before the conference becomes fully booked.

Momentum Extends Beyond

Structured follow-up ensures conversations continue after the event finishes.

Industry
Insurance Services
Service
Enterprise Outbound & Qualified Meeting Generation
03

18 Qualified Meetings With Enterprise Insurance Businesses in Just 90 Days

The Challenge
The Approach
The Results

A specialist insurance services company needed to open conversations with enterprise insurance businesses — carriers, MGAs, and large brokers — to grow their client portfolio.

Enterprise insurance is one of the most difficult markets to break into. Decision-makers — CEOs, risk managers, finance directors, and procurement leads — are notoriously hard to reach. They are bombarded with generic sales outreach, most of which they ignore.

The company faced several challenges:

  • Senior insurance 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 deeply enough to craft outreach that senior decision-makers would actually respond to — and a system that could deliver this consistently at scale.

InRev deployed its 3 Pillar System — a proven framework designed to generate qualified enterprise meetings in hard-to-reach markets. Rather than relying on volume alone, the system combines deep market intelligence, scaled personalisation, and full pipeline management.

1

Pillar 1 — The Offer

This is where most outbound fails — and where InRev puts the greatest effort. Using deep experience in the insurance industry, we researched each prospect at an individual level to understand what would make an offer genuinely worth responding to. Not a generic pitch. Not a product demo request. A reason to engage that felt relevant to their specific challenges, their book of business, and their operational priorities. Getting the offer right is why 18 senior decision-makers said yes.

2

Pillar 2 — The System

With the offer defined, InRev turned hyper-personalisation into scaled outreach. Using proprietary in-house tools, prospect data was enriched, filtered, and validated — ensuring no time was wasted on poor-fit contacts. Each message was crafted to speak directly to the individual, referencing their role, their market, and their specific context. This level of personalisation was then automated to run consistently, like clockwork, across hundreds of prospects simultaneously.

3

Pillar 3 — The Pipeline

The point of all of it — qualified conversations landing in the calendar. Meetings with CEOs, risk managers, finance directors, and procurement leads who have authority over insurance spend. Matched to the client's capabilities. Already warm. Already relevant. The client's team walked into meetings ready to close. InRev handled everything — the data, the outreach, the follow-up, the optimisation — delivering meetings on a plate so the internal team could stop prospecting and focus on what they do best: building relationships and writing business.

And we don't disappear after set-up:

InRev worked alongside the team throughout, monitoring what was working, optimising messaging in real time, and continuously improving results. This wasn't a system handed over and left to figure out — it was a fully managed programme, run on the client's behalf.

90
Days to Deliver
a Full Pipeline
C-Suite
CEOs, Risk Managers &
Finance Directors Reached

What This Meant for the Client

The internal team stopped spending time on cold prospecting and started walking into meetings with warm, qualified decision-makers who already understood the company's relevance to their business.

Every meeting was matched to the prospect's book of business, meaning conversations started at a strategic level rather than a cold introduction. The sales team could focus entirely on building relationships and writing business.

The Offer Made the Difference

Individual-level research meant every prospect received a reason to engage that was specific to them — not a mass-market pitch.

Personalisation at Scale

Hyper-relevant messaging delivered consistently across hundreds of prospects, powered by proprietary enrichment and automation tools.

Fully Managed Pipeline

InRev handled everything — data, outreach, follow-up, and optimisation — delivering qualified meetings directly to the client's calendar.

Sales Team Freed to Sell

With prospecting handled, the internal team focused on what they do best — maintaining relationships, progressing opportunities, and closing deals.

The Outcome

In just 90 days, the company went from struggling to reach enterprise insurance decision-makers to having a full calendar of qualified meetings with the people who control insurance spend.

18 meetings. 90 days. Enterprise insurance. The hardest market to crack — cracked.

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