How Shield Point Insurance scaled outreach 30x with a custom engine in four weeks
A purpose-built omnichannel engine solved the bottleneck of intent, turning 30,000 monthly email opens into qualified conversations with zero added headcount.
Shield Point Insurance was generating 30,000 email opens per month, but could only follow up with about 1,000 of them manually. That meant 96.7% of warm, interested leads were going untouched.
The problem wasn't leads. The problem was activation. They needed an engine that could contact every warm lead instantly, personalize the message, and qualify them without adding headcount.
The bottleneck of intent
The gap between the volume of interested leads and the team's capacity was costing Shield Point millions in missed opportunities.
- 30,000 email opens per month with no follow-up system
- 96.7% of warm leads untouched
- Generic follow-ups were ignored
- No real-time enrichment to personalize at scale
- Missing the five-minute speed-to-lead window
A custom three-stage omnichannel engine
We built a purpose-built activation engine that contacts every warm lead within minutes, personalizes each message, and hands off qualified conversations to brokers.
- Stage 1 — Intelligent enrichment. Email webhook triggers a profile build with LinkedIn and NMLS data.
- Stage 2 — Hyper-personalized email. References the agent's niche, location, and business context.
- Stage 3 — Voice closer. An AI voice agent calls, qualifies, and hands off to a broker.
- Stage 4 — Real-time orchestration. Automated workflows, instant routing, CRM integration.
The numbers
“Lift Point AI built us a system that does what 30 sales reps couldn't. We went from missing 96% of our warm leads to contacting every single one with a personalized touch.”
Key takeaways
- 30x scale achieved with zero additional headcount
- A three-stage omnichannel engine covers every warm lead
- Break-even in under 48 hours
- The voice agent books calls 24/7
- Real-time enrichment from LinkedIn and NMLS data