Case Study 01
From referral-dependent to a predictable pipeline of qualified conversations.
Marchetti Assicurazioni, a family-run agency in central Rome, wanted to stop depending on referrals and start turning its social presence into a measurable source of insurance opportunities.
Client
Marchetti Assicurazioni
Rome · Italy · Insurance Agency
01 — The Challenge
Luca Marchetti ran a traditional agency supported almost entirely by referrals and a handful of long-standing relationships. Lead flow was inconsistent — quiet for weeks, then frantic. Bought leads were expensive and rarely answered, and the sales team was spending hours chasing prospects who never picked up the phone. Nothing in the marketing activity could be traced back to revenue.
02 — The Starting Point
An inactive Instagram account, no landing pages, no lead capture, and no way to qualify an inquiry before it reached the sales team. Follow-up was memory-based, and opportunities that didn't convert immediately simply went cold.
03 — The Approach
We applied the Wealth City Growth Engine™. First, we repositioned the agency as a local insurance authority in Rome — clear on who it serves, why it's different, and what it protects. Then we built an educational content system and dedicated funnels for health, home, and business cover, each with its own landing page and lead magnet. Every inquiry was scored for intent, need, fit, and timing before it reached the team, and a structured follow-up workflow kept every qualified prospect warm.
04 — The Results
Within the first months, the agency moved from a handful of spontaneous referrals to a steady stream of inbound inquiries from people actively in the market. The team began having more qualified conversations each month without adding headcount, booking rates on qualified inquiries rose, and the cost per qualified lead landed well below what the agency had been paying for bought lists.
05 — The Testimonial
"We used to buy leads and hope. Now qualified people come to us, and our team finally has time to talk to them properly." — Luca Marchetti, Founder, Marchetti Assicurazioni
06 — Next Steps
Marchetti is now expanding the same system into a third line of business. If you run an insurance agency, the first step to a more predictable pipeline is a conversation about how your agency currently acquires, qualifies, and follows up on opportunities.
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