Bryson Insurance

+12% revenue growth year on year. We helped a CL agency produce consistent results across their team of 90+ producers and develop accountability.

+12% Revenue Growth

The largest year on year increase in agency's history.

Consistency and Transparency

Instant visibility into the performance of every producer

Madison | Mississippi

brysonfinancial.com

Audit

Bryson Insurance, a 50+ year-old commercial lines agency, had grown into one of the largest firms in its region. Despite their legacy and reputation, leadership faced a consistent challenge: their 90+ producers don't have a consistent source of leads.

Our audit uncovered:

  • High producer turnover and lack of structure led to stalled revenue growth.

  • Leadership wanted to modernize their approach while honoring the agency’s longstanding culture.

  • Leads were generated through cold calls

  • All marketing sourced leads were not being taken advantage up. There was no clear CRM process.

Strategy

We designed a transformation plan focused on sales process discipline, lead generation, and AI implementation. Our approach included:

  1. AI-Powered Enablement


    • CRM Lead Nurturing Optimization: To help them get more out of the leads they have we added optimizations and workflows in their CRM.

    • LinkedIn Lead Multiplier: Outreach at scale. Generate leads and route them to the correct team member's email.

    • Email Inbox Growth Engine: Our AI-powered cold email engine builds a reliable, daily pipeline of inbound conversations with their ideal customers.

  2. Consistent Outreach & Cross-Selling

    • Rolled out outreach dashboard powered by proprietary intent data to track new opportunities daily.

    • Automated proactive cross-sell campaigns, instantly expanding wallet share with existing clients using AI-driven email and voice touchpoints.

By combining structured playbooks with advanced AI tools, Bryson’s producers shifted from inconsistent activity to a machine-like rhythm of sales execution.

Result

The results for Bryson Insurance:

  • +12% revenue growth in less than one year, representing the largest year-on-year increase in company history.

  • 5% average reply rates on cold campaigns

  • 36% increase in close rate due to AI automations in their CRM

  • Consistent producer performance across all 90+ sales staff.

  • A new culture of accountability and visibility, with clear metrics tied to every producer.

By merging sales strategy with AI implementation, Bryson Insurance turned decades of tradition into a modern sales engine—proving that even a 50-year-old agency can achieve record-breaking growth.