The challenge
An insurance broker was paying high CPLs to aggregators with poor lead quality. Needed an owned funnel.
All case studies
Financial Services
Lead engine for an insurance broker (health + term)
Meta + Google → comparison page → WhatsApp quote → callback. Lead cost ₹240; 380 policies / month.
4 monthsClient: Insurance brokerage · multi-product
₹240
Cost per qualified lead
28%
Lead-to-advisor conversion
90 sec
Time-to-quote
380
Policies issued / month
The transformation
Before vs After
BeforeWhere they started
CPM↑ ₹312
ROAS 0.9×
25
F
M
- Bought leads from aggregators at high CPL.
- Poor lead quality, low conversion.
- Quote generation manual + slow.
- Advisors juggled cold + warm leads.
AfterWhere Sphyx took them
CPM↓ ₹64
ROAS 5.4×
25
F
M
🛡️
₹240
- Owned funnel via comparison pages.
- WhatsApp quote bot does first qualification.
- Advisors only see hot leads with full context.
- Sustained policy issue lift.
Our approach
A sequential playbook — each step builds on the one before it.
1
Product comparison pages per geo + age band.
2
Meta + Google with comparison page as landing.
3
WhatsApp quote bot collecting age, gender, sum-insured.
4
Hot-lead transfer to advisor with full context.
Outcomes
Cost per qualified lead
₹240
Lead-to-advisor conversion
28%
Time-to-quote
90 sec
Policies issued / month
380