How Anchor Insurance targets the right commercial accounts
Anchor Insurance Group
with Leadiy
28%
book-of-business growth
2.1x
producer efficiency
34%
more qualified meetings
0
new headcount needed
Anchor Insurance Group places commercial policies for businesses across the Northeast. Its producers were spread thin. Leadiy helped them focus on the accounts most worth a conversation.
Commercial insurance is a relationship business, and a producer's time is the scarcest resource. Anchor wanted its producers spending that time on the accounts most likely to move.
“A producer's calendar is our most valuable asset. Leadiy makes sure it's filled with the right meetings, not just any meetings. We grew the book without growing the team.â€
Gregory Nash
Principal, Anchor Insurance Group
Too many accounts, too little focus
Producers chased a broad, undifferentiated list and burned hours on businesses that were happy with their current carrier. There was no way to tell who was a fit or ready to switch.
Point producers at the best accounts
Anchor used Business Explorer to build target lists by industry and size, Sales Intelligence and Opportunity Score to rank readiness, and Contact Center to keep every producer's pipeline organized and visible to leadership.
More book, same team
Anchor grew its book of business 28% and doubled producer efficiency - without adding a single new hire.
Producers now walk into meetings that were worth booking.
Leadiy features Anchor Insurance Group relies on
Business Explorer
Built target lists by industry and size.
Sales Intelligence
Ranked accounts by fit and readiness to switch.
Contact Center
Kept every producer's pipeline visible.
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