FMG Success – Insurance Spotlight

Forrest Marketing Group Appointment Setting for Business Insurance

Many businesses struggle to generate a consistent number of good quality sales. To enable them to achieve their revenue, profit and growth objectives. Insurance is an area we have lots of experience as well as proven results.  We help brokers and firms achieve their sales targets through prospecting and customer engagement activities.

Recently we have worked with 12 major insurance providers and brokers and completed thousands of hours of calls. The focus of our sales agents has been on qualifying prospects, generating leads, appointment setting and customer engagement.

Have a look at what we have achieved for our clients.

Appointment Setting – Business Insurance

FMG have worked with this insurer for a number of years and so far has completed over 4,000 hours of calls. Our sales agents have pitched their offering to small business owners located in regional and rural regions across Australia.

Our focus has been on identifying businesses with insurance policies due for renewal within the next 4 months, with the aim to generate face to face appointments. So far 2,368 appointments have been booked. In addition, we have built a future pipeline of leads to nurture – those with policies renewing at a later date. The sales opportunities uncovered represent more than $2 million per year in premiums.


Lead Generation – Insurance brokers

Our client is a world leading broker with a focus on insurance and risk programmes for businesses.

FMG was approached to assist with a lead generation campaign to book face to face appointments for their sales team to discuss business risks.

As a result of the success of this initial lead generation campaign, FMG has continued working on lead generation activities. Additionally, we have partnered on lead nurturing campaigns for this client where our team has updated contact and current policy details for these future prospects.

So far FMG has competed over 1,300 hours on various campaigns. During this time we have generated 125 face to face appointments. Just as importantly we have updated their database records with accurate up-to-date information.


Appointment Setting – Agricultural Insurance

FMG was approached to partner on an appointment setting campaign with an insurance provider with a long history of representing and assisting the farming and agricultural industry.

In this case, our client was looking for telephone appointments, and the campaign generated 222 appointments.


Lead Generation – General Insurance Broker

One of the largest general insurance broker networks in Australia and New Zealand approached FMG following a referral from existing FMG client. With offices all over Australia and New Zealand, this new client signed up for an initial lead generation campaign of 448 hours.


Hear what our customers have to say

‘As a business, we were keen to engage with a telemarketing company to enable us to improve our new business growth strategies. FMG was a perfect fit for us. The team were a delight to work with from the start of the engagement. Feedback from our clients was extremely positive. And we were pleasantly surprised with their communication with FMG.

We are experiencing excellent conversion rates of the appointments provided by FMG. Approximately 30% of those quoted are converting to new business. We are also experiencing higher average premium through the great personal touch delivered by FMG’

– Elders Insurance


‘FMG have arranged their team to provide outbound telephone marketing to prospective clients, introducing our company and its services. We all believed we were capable of doing this ourselves “given the time”. However, the results have astounded us and highlighted that FMG’s results are far beyond what we might have assumed we could do.  They have represented our company professionally.  Enhanced our reputation and made it easy for us to begin contacting our new leads. I can’t praise the team enough.’

– Ferme Insurance