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Industry: | InsurTech (Claims, Policy & Compliance Automation) |
Location: | USA, UK, UAE, Singapore, Australia |
Buyer Profiles : | Chief Underwriting Officers, CIOs, Heads of Claims, VP–Ops, Directors of Digital Transformation |
Campaign Duration – : | 120 Days |
Strategic Goal
Accelerate deal velocity and sales conversations by delivering qualified executive meetings across Tier 1 & Tier 2 insurance organizations, driven by LakeB2B’s compliance-aligned, persona-based outreach engine.
The Situation:
A fast-scaling InsurTech firm had the product, the engineering team, and an initial install base but lacked a scalable model to reach global insurers at the decision-maker level. The company’s previous campaigns had:
“We knew we weren’t talking to the right buyers. We needed strategic outreach that would open executive doors across markets.” – Chief Growth Officer, InsurTech Client
LakeB2B was brought in as the global outreach partner to run a full-cycle lead generation campaign that would deliver conversations not just contacts.
LakeB2B’s 4-Month Execution Framework
120 Days. 3 Channels. 1 Goal: Executive Access.
LakeB2B rolled out a regionally adaptive, industry-specific outreach campaign across Email, LinkedIn, and Voice. The messaging was built around compliance, cost optimization, digital modernization, and ROI not hype.
Stage 1: Data Targeting & Strategic Profiling
LakeB2B used its proprietary data intelligence system to curate a universe of 1,200+ validated contacts, segmented by:
Sample Titles Targeted:
LakeB2B overlaid firmographic triggers like regional license updates, digital product launches, and hiring spikes to identify warm timing windows.
Stage 2: Compliance-Safe Email Campaign
LakeB2B built and deployed a 6-step global email cadence, customized for each market and decision-maker persona:
Step | Focus Area | CTA |
1 | Claims latency, manual workflows | Download: Digital Efficiency Brief |
2 | Case study: Reduced claim cycle times | Read 1-Pager ROI Snapshot |
3 | Platform vs legacy systems | Compare: Cost & Risk Metrics |
4 | Regional transformation drivers | Book 20-min Audit Call |
5 | Pain-point recap + urgency | Schedule a Meeting This Week |
6 | Final reminder – limited slots | Book Free Tech Consultation |
Personalization Depth:
Results:
Stage 3: LinkedIn — Build Trust, Then Convert
LakeB2B built a presence-first LinkedIn layer to establish legitimacy and create natural engagement prior to direct outreach.
Key Tactics:
Performance:
Stage 4: Strategic Calling – No Cold. All Signal-Driven.
LakeB2B’s SDRs reached out only after two or more engagement indicators (e.g., email opens + content clicks or LinkedIn connect + case study view).
What Worked:
Metrics:
Results After 120 Days:
Metric | LakeB2B Results |
Email Open Rate | 39.7% |
Email response Rate | 12.4% |
LinkedIn Connect Rate | 44.5% |
LinkedIn Engagement Rate | 16.9% |
Tele Call-To-Meeting Rate | 31% |
Executive Appointment Booked | 47 |
SQL’s Created | 23 |
Opportunity in Pipeline | $1.2M+ |
Live POC or Contract Stage | 4 |
Why This Worked
Industry-Conscious Messaging – LakeB2B didn’t sell a product positioned the client’s solution as a response to market shifts, compliance pressures, and operational inefficiencies.
Tiered Cadence Strategy – By sequencing email ➝ LinkedIn ➝ call across ~3 weeks, LakeB2B ensured a non-intrusive but persistent brand presence.
Market-Aware Regionalization – Messaging in UAE referenced Sharia-compliant workflows; in Singapore, it addressed MAS audit automation; in UK, it tied into Solvency tech preparedness.
Full SDR Enablement – SDRs were equipped with persona briefs, objection handling matrices, and a refined playbook based on live call logs.
Client Impact
“This wasn’t lead gen this was market entry. LakeB2B gave us control in markets where we previously had zero penetration.” — Head of Enterprise Sales
“Every meeting was usable. No interns. No timewasters. Just the people who sign checks.” — Director, EMEA Expansion
Contact LakeB2B today and discover how our data-driven solutions can make a difference for your business.