Leo Insurance: AI Lead Generation Case Study

How Taptico helped Leo Insurance build an AI-powered lead generation system that reduced manual prospecting and increased policy quotes.

The Challenge

Leo Insurance was spending too much time on manual prospecting and follow-up. Their agents were doing repetitive outreach work instead of focusing on closing and serving clients.

The Solution

Taptico built an AI-powered lead generation and nurture system that automated prospecting, initial outreach, and follow-up sequences. Agents were notified only when a prospect was ready to talk.

The Results

Reduced manual prospecting time, increased the volume of policy quote requests, and freed agents to focus on high-value conversations with qualified prospects.

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