Client Background:
A private firm in the financial services sector offering insurance and investment plans for individuals and small businesses. Their target market was metro-city working professionals between 25–45 years old.
Problem Statement:
The client had limited online presence and was relying heavily on traditional marketing (banners, pamphlets, referral agents). Their internal team had tried running Meta and Google Ads, but the campaigns didn’t generate relevant leads. The CPL (Cost Per Lead) was high, and ad engagement was low. They needed a focused Insurance Marketing Campaign to consistently bring in inquiries at a manageable cost.
Service Provided:
We provided Paid Campaign setup and optimization across Google Search and Facebook Lead Ads platforms — tailored specifically for an Insurance Marketing Campaign targeting lead generation.
Solution Provided:
After analyzing the client’s offerings and current campaign performance, we planned a three-step paid marketing approach:
- Persona-Based Segmentation:
We divided their services into 3 core segments — life insurance, savings plans, and tax-saving investments. Separate ad sets were created for each. - Landing Page Optimization:
A simple lead capture page with a clear form and benefit-driven headlines was created. No long content — just key USPs like “0 Hidden Charges”, “Free Consultation”, “Tax-Saving Certified Plans”. - Ad Strategy Setup:
- Google Search Ads: Focused on high-intent keywords like “best savings plan India” and “low premium life insurance”.
- Meta Lead Ads: Targeted audiences based on age, job title, income interest, and financial behavior.
- Retargeting campaign was added for users who visited the landing page but didn’t submit a form.
This full-funnel Insurance Marketing Campaign was designed to move the user from awareness to inquiry seamlessly.
Execution Details:
- Campaign launched in 2 cities as a pilot for 15 days.
- A/B testing conducted for ad copies (benefit-focused vs. urgency-based headlines).
- CPC monitored daily, and underperforming keywords were paused.
- Custom thank-you message and WhatsApp follow-up integrated via CRM.
Results Achieved (Basic Level):
- Avg. Cost Per Lead: ₹150 (down from ₹300 previously)
- Total Leads in 30 Days: 214 (across 2 cities)
- Conversion Rate on Landing Page: 8.2%
- Retargeting Campaign CTR: 2.1%
Though the volume wasn’t massive, the client appreciated the relevant lead quality, and it provided a consistent digital base they previously lacked through this Insurance Marketing Campaign.
Client Feedback:
The client reported that out of 214 leads, around 35 had shown strong follow-up interest. They converted 7 into policies by month-end and saw potential for further scale.
Key Takeaways:
- Even for traditional industries like finance, a basic, well-structured Insurance Marketing Campaign delivers measurable improvement.
- Simple messaging and service-based segmentation helped make the ads more relatable.
- Retargeting played a vital role in reminding interested users.
