Client: Schnaidt Insurance
Industry: Insurance
Services Provided: Website Development, CRM & Automation, Reputation Management, Lead Nurturing

Challenge

Schnaidt Insurance needed a complete digital overhaul to improve lead management, client engagement, and sales efficiency. They were struggling with manual processes, inconsistent follow-ups, and a limited online presence, which made it difficult to generate and close new leads effectively. Additionally, their Google reviews were low, impacting credibility in a competitive insurance market.

Solution by Lumifi Digital

We implemented a holistic digital strategy to modernize Schnaidt Insurance’s operations and increase revenue:

✅ Professional Website Development: Built a conversion-optimized website to improve online visibility and provide a seamless experience for potential clients.

✅ Advanced CRM & Automation Setup: Implemented a custom CRM system that allows them to:

Manage leads effectively with automated lead tracking and organization.

Track calls & follow-ups in one place to ensure no lead falls through the cracks.
Segment leads into stages (new, warm, closed, lost, etc.) for a structured and efficient sales process.
Automate follow-ups via text, email, and reminders, keeping leads engaged over time.
Call tracking & notes for better client communication and history retention, allowing their team to personalize interactions and close more deals.
✅ Review & Reputation Growth: Launched a targeted review campaign that doubled Schnaidt Insurance’s Google reviews from 24 to 48 in just two months, significantly enhancing trust and credibility.

✅ Lead Nurturing & Conversion Optimization: Built long-term follow-up automations that continue engaging leads over weeks and months, increasing conversions from past inquiries and maximizing ROI.

Results & Impact

📌 2X Increase in Reviews: Google reviews doubled in two months, improving credibility and client trust.
📌 Consistent Lead Flow & Conversion Growth: Thanks to automated lead nurturing, Schnaidt Insurance now receives ongoing inquiries from both new leads and long-term follow-ups.
📌 More Efficient & Scalable Sales Process: Their CRM system now centralizes all sales activities, allowing for better lead tracking, follow-ups, and deal closing.
📌 Increased Revenue Potential: With faster response times, structured lead management, and improved follow-up sequences, the team is closing more deals and boosting revenue.

Conclusion

By leveraging Lumifi Digital’s website development, CRM implementation, and automation expertise, Schnaidt Insurance transformed their sales process, improved customer engagement, and increased revenue potential. What was once a manual, inconsistent process is now a streamlined, automated system that drives growth.

🚀 Want to optimize your business like Schnaidt Insurance? Let Lumifi Digital help you build an automated system for higher conversions and revenue!