How Jacob Guidi from Thrive Benefits Group went from 2 leads a month to closing a 2,600 live large group with our outreach system

The Challenge

Jacob Guidi, Director of Marketing at Thrive Benefits Group, was struggling with inconsistent lead flow. With only 2 qualified leads per month, the brokerage's growth was limited and unpredictable. Their internal outreach efforts weren't producing the volume or quality of opportunities needed to scale the business.

Thrive Benefits Group needed a systematic approach to generate high-quality leads for large group health and life insurance. The challenge was not just generating more leads, but finding the right prospects— companies with significant employee counts that could benefit from comprehensive benefits packages.

The Solution

We implemented a targeted outreach system specifically designed for the benefits brokerage space. Our approach focused on identifying and reaching decision-makers at companies with 100+ employees in the New York City area, where Thrive Benefits Group had the strongest presence and expertise.

To accelerate results, we waived the standard initiation fee during the enrollment period, allowing Thrive Benefits Group to scale client acquisition quickly. Our messaging emphasized the value of comprehensive benefits packages and positioned Thrive as a strategic partner in employee retention and satisfaction.

The Results

Within just 3 weeks of launching the campaign, Thrive Benefits Group closed a $110,000+ premium health and life group with 2,600 lives written in NYC. This single deal represented more revenue than months of their previous lead generation efforts combined. The campaign also generated a 3,500+ employee hospital lead and delivered 3x better results than their internal outreach efforts.