Case Study

Air1 Insurance: Putting a Dormant Book of Business Back to Work

An always-on email marketing program that nurtures cold leads and surfaces cross-sell opportunities across Air1's existing book of business — turning a static contact list into a continuously working revenue channel.

Air1 Insurance: Putting a Dormant Book of Business Back to Work
Industry
Insurance
Service
Email Marketing & Automation
01
Background

About Air1 Insurance

Like most specialty brokerages, Air1's most valuable asset isn't just incoming traffic — it's its existing relationships. Pilots who bought aviation coverage years ago, clients who insured one line but not others, inquiries that never converted but still own the aircraft. That history was sitting in a database, working only as hard as someone manually remembered to work it.

02
The Challenge

The Challenge

Three compounding gaps were leaving revenue on the table. The existing book held significant cross-sell potential that was never surfaced systematically; old and cold leads had no way to stay top-of-mind; and manual outreach simply didn't scale — renewals, follow-ups, and re-engagement all depended on someone remembering. The asset existed; the system to work it didn't.

03
Execution Hurdles

Key Challenges We Conquered

01

Unsurfaced cross-sell potential

Aviation clients without home or business coverage (and vice versa) were never surfaced systematically.

02

Cold leads going dark

A lead that didn't convert on the first inquiry was effectively gone, with no systematic way to stay top-of-mind.

03

Outreach that didn't scale

Brokers had no time to call or email hundreds of past contacts — renewals and re-engagement depended on memory.

Technology

Tools & Platforms Used

Best-in-class tools selected specifically for this project's requirements.

A
Airtable
04
Impact

The Results

01

4 Sequences

Always-On Email Programs

Cross-sell, nurture, renewal, and re-engagement sequences running 24/7.

02

100%

Database Coverage

Every contact segmented and routed into an active flow — no contact left untouched.

03

Auto-Surfaced

Cross-Sell Opportunities

Clients holding only one line of coverage are surfaced for the next conversation automatically.

04

Never Forgotten

Renewal Reminders

Renewal sequences fire well ahead of policy expiry without manual broker effort.

05

Fully Tracked

Every Open & Click

Engagement routes back into the same lead pipeline brokers already live in.

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