Case Study
Insurance Software Provider

Driving Growth for a Leading Cloud-Based Insurance Software Provider

Persona-driven, account-based B2B appointment setting

Overview

A leading cloud-based insurance software provider – known for modernizing insurance operations and improving customer experience – partnered with FunnL to expand its reach in a competitive, specialized market and connect more directly with key decision-makers.

FunnL analyzed 15 distinct personas across the client’s target accounts, from back-office staff to C-level executives, and built messaging tailored to each. Paired with the client’s own product range, this became the backbone of a highly targeted outreach strategy.

CHALLENGES

Niche market targeting

The specialized nature of insurance software made it hard to reach the right stakeholders.

Extended sales timelines

Complex, multi-stakeholder buying processes are inherent to insurance software sales.

Limited brand visibility

Potential clients had little awareness of the company's technology.

Misallocated sales time

The internal team spent more time prospecting than on high-value selling.

SOLUTION
1
Targeted persona-based campaigns

The specialized nature of insurance software made it hard to reach the right stakeholders.

2
Named account campaigns

A finite target-company list, engaged with hyper-relevant messaging.

3
Multi-channel outreach

Personalized email campaigns to maximize reach and engagement.

4
Product-persona mapping

All 8 of the client's products matched to the personas they serve.

5
Data-driven optimization

Ongoing analytics to continuously refine targeting and messaging.

30%

Increase in lead-to-opportunity conversion

25%

Shorter sales timeline, faster deal closures

Beyond pipeline:

Built on 15 mapped personas and all 8 client products, increased visibility led to unsolicited inbound inquiries and referrals - appointments matched the client's criteria precisely, addressing multiple requirements at once.
"FunnL's persona-driven and account-based approach let the client focus on delivering innovative insurance solutions - while maintaining a robust, consistent pipeline of qualified opportunities"

Built right, outbound converges: sharp targeting turns a qualified meeting into an opportunity, and an opportunity into a customer — with pipeline concentrating where the fleets are largest. This is the machine FunnL engineers for commercial-fleet clients, end to end.

Want the market map for your category? We’ll show you where your winnable segments are before you commit to anything.

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