Farmers Agent Patrick Siefert Cuts Lead Costs and Lifts ROI 97% with Next Call Club
Industry
Farmers
Challenge
Patrick was investing in internet leads, but high costs and poor conversion were limiting performance. His agency needed a way to improve lead quality without continuing to spend more.
Results
After NCC refined lead sourcing and targeting, Patrick’s agency cut cost per lead by 67%, reduced cost per item by 25%, and increased ROI by 97%, while reducing annualized lead spend by more than $36,000.
Key Product
Lead Buying Service
What sets them apart is not just the leads, but the continued support and one-on-one training they provided for my callers and outbound program as a whole. It’s clear that they are dedicated to helping their clients succeed in any way they can.
Will Seaman
VP, Siefert Insurance Agency
Meet Patrick Siefert
Patrick Siefert is an experienced insurance professional and founder of Siefert Insurance Agency, based in Fort Myers and serving clients throughout Southwest Florida. Founded in 2021, the agency has grown into a team with more than 45 years of combined insurance experience, serving individuals, families, and businesses across the region. The agency takes a consultative approach to insurance, helping clients understand their options across home, auto, flood, boat, life, umbrella, and commercial coverage.When Lead Costs Start Working Against Growth
Patrick Siefert already knew internet leads and outbound calling could work. His agency had experience with both, but the numbers were becoming harder to justify. Lead costs were high, conversion was low, and his sales team was spending too much time working through prospects who weren’t turning into policies.
For an agency trying to grow, that creates a frustrating cycle. More lead spend doesn’t help much when the quality isn’t there, and cutting volume can leave the sales team without enough opportunities to work.
Patrick needed to get more out of the budget he was already putting into leads. That meant improving lead quality, finding better opportunities in his market, and giving his team more prospects worth spending their time on.
Finding Better Opportunities in the Market
NCC began looking at Patrick’s lead program through the performance data, paying close attention to where the agency was spending money and what that spend was producing.
That analysis helped uncover competitive niches in Patrick’s market where leads were available at better price points. NCC used its network of lead vendors and technology partners to source those opportunities, while adding verification around buyer intent and lead information before they reached Patrick’s team.
As performance data came in, the campaigns continued to be refined. The focus stayed on finding areas where Patrick could spend more efficiently without sacrificing the quality his sales team needed.
The relationship also extended into the way the agency worked those opportunities. NCC provided one-on-one training and ongoing support for Patrick’s callers and outbound program, helping the team improve the process around the leads alongside the lead buying itself.
That combination gave Patrick a more efficient system from both sides: better control over what he was buying and stronger support for the team responsible for converting it.
Better Leads, Better Economics
The improvement showed up across the agency’s lead metrics.
Patrick’s cost per lead dropped 67%, while cost per item fell 25%. At the same time, the agency saw a 97% lift in ROI.
Those gains also allowed Patrick to reduce lead spend by 37.5%, equivalent to more than $36,000 in annualized savings, while the agency was writing more policies than before.
For an agency that had been dealing with expensive leads and poor conversion, the shift was significant. Patrick’s team was able to put less money into lead acquisition while getting more value from the leads they bought, giving the agency a healthier foundation for its outbound program and continued growth. Case Study - Siefert.md
I particularly like the “more lead spend doesn’t help much when the quality isn’t there / cutting volume leaves the team without opportunities” tension in the opening. That feels like something another agency owner can recognize from their own operation, rather than generic case-study marketing copy.
