How a Multi-line insurance firm Took Campaign Launch Time From Weeks to Same day

This multi-line insurance firm was running all email follow-up manually — and it showed. Their marketing team (part of a 30-150 employees organization) was sending generic, one-size-fits-all emails to their insurance list of opted-in contacts. Open rates had dropped below 12%, reply rates were under 1%, and their domain reputation was taking hits from spam complaints.

The team knew personalization was the answer, but with hundreds of existing contacts to nurture each week, individual customization was impossible at their scale. Each personalized email took 15-20 minutes of research and writing. Their insurance competitors were running sophisticated, personalized follow-up sequences while this team was stuck copying and pasting templates. The result: a shrinking pipeline, declining engagement metrics, and a frustrated sales team that was losing faith in email as a channel.

The team selected DeskFerry to automate their insurance email outreach workflow end-to-end. Implementation began with connecting their core tools — Applied Epic, Gmail, and Slack — to the DeskFerry platform. Using the no-code builder, they configured AI agents that replicate their best-performing team member's decision-making process, but at machine speed and consistency.

The AI agents handle every step of the email outreach process: receiving incoming requests or triggers, analyzing the context using insurance-specific rules, making intelligent routing decisions, executing the core actions, and notifying the right stakeholders. What previously required 45+ minutes of manual work per instance now completes automatically in under 2 minutes. The agents also learn from corrections, continuously improving their accuracy. The team connected Google Sheets for tracking and reporting, giving leadership real-time visibility into email outreach performance metrics for the first time.

Tools Connected

AApplied EpicSalesforceDocuSignGmailGGoogle Sheets