Gutter Plus is our named client, with dated numbers from our own CRM. The other four are anonymised results reported by firms in our partner network. We have not audited those figures.
Partner report · Personal injury firm, Charlotte, NC
Anonymised, partner-reported figures. Not audited by OptiMAX.
Signed cases more than doubled, on the same spend
Before
TV, radio and aggregator leads. Each lead also went to 3 to 5 other firms.
They reached 30 to 40% of leads and signed 3 to 6% of those.
Cost per signed case kept climbing.
What changed
The firm moved to exclusive live inbound calls, screened on four intake questions: crash in the last 30 days, medical treatment, fault, and whether they already have an attorney.
After 90 days
40 to 80 qualified calls a month
15 to 25% of calls signing
Cost per signed case roughly halved
Monthly signed cases more than doubled, with no increase in spend
First signed cases inside three weeks
Partner report · National MCA broker, 12 reps
Anonymised, partner-reported figures. Not audited by OptiMAX.
Cost per funded deal down about 60%
Before
Aged and shared lead lists, bought by the thousand each month.
10 to 20% got approved and 2 to 4% funded.
Reps spent their days on dead numbers.
What changed
The broker moved to exclusive applications in real time, filtered before they reached the CRM: at least $15k monthly revenue, 6+ months in business, bank statements requested on the form.
After 60 to 90 days
40 to 55% approval rate
10 to 15% of applications funded
Cost per funded deal down about 60%
Average deal size $30k to $60k
First deal funded in about two and a half weeks
Partner report · Independent final expense agency, 4 agents, licensed in several states
Anonymised, partner-reported figures. Not audited by OptiMAX.
Policies in week one, cost per policy down about a third
Before
Shared final expense leads, resold to several agencies.
They reached 20 to 30% of leads and closed 5 to 8% of those.
What changed
The agency moved to exclusive inbound calls from people already asking for a quote, routed to whichever licensed agent was free in that state.
After 60 days
15 to 25% close rate on calls
Cost per policy down about a third
Average annual premium $600 to $900
First policies written in the first week
Partner report · Roofing firm, 2 to 5 crews, Surrey
Anonymised, partner-reported figures. Not audited by OptiMAX.
Quote win rate more than doubled
Before
Checkatrade and Bark, where 3 to 5 trades chase the same job.
They won 10 to 15% of quotes.
What changed
The firm moved to exclusive local enquiries inside a postcode radius they set, each one checked before it was passed on.
After 90 days
20 to 40 enquiries a month
25 to 35% of quotes won
Cost per job won roughly halved
Repairs average £1.5k to £4k, re-roofs £6k to £12k