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Client Success Story

Insurtech Company

A leading insurtech company serving global insurers and reinsurers, specializing in underwriting and compliance automation.

We supported this company in achieving their results.

This is the story of a major insurtech platform trusted by the world's largest insurers and reinsurers. Their technology automates complex underwriting and regulatory compliance workflows for enterprise clients. But even with a world-class product, they faced a challenge familiar to many: how do you consistently reach and win the right high-value clients? Enterprise sales pipeline stalled: trade show leads went cold, no systematic outbound, and unclear GTM for high-value insurance clients.

Key Result

1-2 meetings/week with $200K+ ACV potential companies

Before

The company relied on referrals and trade shows. Leads would pour in at events, but after the handshakes and business cards, most conversations fizzled out. There was no structured follow-up, and the founder-led sales grind meant C-levels and tech leads were handling sales calls alongside their core responsibilities. In the enterprise market segment, there were more urgent priorities like legal, hiring & training, RFIs & RFPs, and product development. Their messaging, packed with technical jargon, rarely resonated with the business decision-makers who held the budgets. The result? A pipeline that was completely unpredictable.

After

We built a clear GTM playbook and a systematic outbound engine. Suddenly, outreach was consistent, targeted, and narrative-driven. The sales and marketing teams spoke the same language, and the company's value proposition clicked instantly with both technical and business audiences. We booked their leads (both warm and cold) and followed up systematically, with plans to scale by taking their discovery calls and potential closing calls. Instead of hoping for the next big lead, they now had a steady flow of qualified meetings with $200K+ ACV potential clients—and a story that sold itself.

Pillar 1: RevOps & Messaging

Reframed positioning from technical features to business outcomes, mapped three core ICPs, and created customer success stories with quantifiable results.

Reframed positioning from technical features to business outcomes, mapped three core ICPs, and created customer success stories with quantifiable results.

1Shifted from 'cloud geospatial analytics' to underwriting location intelligence and automating actuarial analysis
2Mapped three core segments with tailored narratives for each ICP and identified pain points for Chief Risk Officers, Underwriting Directors, and Head of Underwriting roles
3Created customer success stories and proof points for every pitch including quantifiable outcomes (i.e., 22x faster risk assessment)
4Built network of integration partners and co-marketing initiatives for industry events and prospect engagement

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