Life Insurance Agency Case Study: 19X ROAS, $48K in Ad Spend to $915K in Revenue
About Life Insurance Agency
Our client is a life and health insurance provider focused on helping individuals and families secure financial protection with insurance solutions that are simple, stress-free, and affordable. The agency offers term life insurance, index universal life insurance, final expense coverage, health & dental policies, and Medicare plans designed to meet a variety of personal and financial goals.
Their mission is to empower clients to embrace life without boundaries, offering comprehensive insurance solutions that protect families and support long-term financial security. This model places a heavy emphasis on lead quality, lead delivery and accurate tracking for volume.
The Challenge
Before partnering with GenTech Marketing, this Life Insurance Agency faced several critical challenges around growth and lead acquisition:
Exclusive Lead Delivery Needed
The agency needed a reliable, branded lead stream that was exclusive — not shared with other brokers or competitors — so agents could work higher-quality prospects with better closing potential.
Lead Qualification Issues
They struggled to consistently generate leads that were sufficiently pre-qualified for agent follow-up, leading to inefficiencies in appointment setting and conversions.
Lead Volume Limitations
Despite interest in expanding agent productivity and sales, the agency lacked the systematic capacity to produce enough leads to support growth goals and internal lead selling
Services Used:
GenTech Marketing implemented a comprehensive paid acquisition and lead system tailored to this Life Insurance Agency’s needs:
Multi-Audience Targeting
We developed multiple audience segments to reach diverse insurance buyers — including first-time life insurance seekers, budget-conscious families, and higher-intent health coverage prospects — to increase both reach and relevance.
Multilingual Campaigns
To expand market penetration and serve a broader demographic base, ad creatives and funnels were deployed in multiple languages, improving accessibility and conversions across linguistic segments.
Advanced CRM Configuration
We engineered a sophisticated CRM setup that allowed for
- Custom lead routing to specific agents
- Efficient follow-up automation
- Funnel tracking that tied ad performance directly to agent outcomes
This enabled them to properly qualify, nurture, and monitor leads in real time.
Insurance-Specific Ad Angles
GenTech crafted targeted ad copy and creative that emphasized:
- Fast, simple insurance approvals
- Money-saving protection plans
- Family-first messaging tailored to emotional triggers important in life and health insurance purchase decisions
- Meta Ads
- Multi-Audience Targeting
- Multilingual Campaigns
- Advanced CRM Configuration
- Insurance-Specific Ad Angles
STRENGTH IN NUMBERS
Results Achieved in 1 Month
GenTech Marketing’s integrated approach delivered measurable, scalable growth for this Life Insurance Agency.
In January 2026, the integrated strategy produced significant, measurable impact:
- Ad Spend: $48,000
- Leads Generated: 2,770
- Cost Per Lead (CPL): $17
- Deals Closed: 125
- Revenue from Deals: $915,877
- Return on Ad Spend (ROAS): 19X
These results reflect not just lead volume, but high-quality, qualified prospects that translated into real revenue and measurable ROI.
Revenue
Deals Closed
Lead Generated
Conclusion
By aligning a data-driven paid acquisition strategy with advanced CRM workflows and customized audience segmentation, GenTech Marketing helped this Life Insurance Agency transition from inconsistent lead sourcing to a predictable, scalable lead engine.
The partnership delivered exclusive, branded lead delivery for agents, higher lead quality with lower CPL, and a sustainable system that supports both agent performance and internal lead monetization.
As a result, this life insurance agency now operates with a high-performance marketing funnel that drives revenue, supports agent growth, and positions the brand for continued expansion in competitive insurance markets.
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