Advisory Services
Optimize Your Insurance Growth Funnel
QRP Advisory Services identifies where prospects, premium, and revenue are leaking across your funnel – then implements the practical changes that turn more shoppers into bound, retained customers.
57%
of auto insurance customers actively shopped for a new policy last year – the highest rate in 19 years
J.D. Power 2025 U.S. Insurance Shopping Study
47%
of auto policy buyers now purchase through digital channels, surpassing agents and call centers
J.D. Power 2025 U.S. Insurance Digital Experience Study
~10%
of insurance customers complete the purchase journey digitally. Leakage happens between quote and close
BCG – Transforming the Digital Sales Journey in Insurance
What We Optimize
|
Funnel Stage |
Where We Focus |
What Moves |
|---|---|---|
 Acquire |
Channel mix, CAC, lead quality, media-to-bind measurement |
Lower CAC, higher qualified volume |
 Quote |
Form flow, mobile UX, rate display, prefill, abandonment recovery |
More quote starts, higher completion |
 Bind |
Carrier panel composition, price competitiveness, placement logic |
Higher quote-to-bind, more written premium |
 Serve |
Digital-to-agent handoff, CRM/AMS workflow, speed-to-lead |
Faster agents, less repeated data, more conversions |
 Re-engage |
Abandoned quote recovery via SMS, email, call, and chat |
Recovered shoppers, higher contact rate |
 Renew |
Renewal risk identification, remarketing, cross-sell, bundle |
Better retention, higher lifetime value |
Who We Help
for Agencies
Convert more prospects. Reduce agent friction. Protect the book.
We help agencies improve lead quality, digital quote conversion, agent productivity, abandoned shopper recovery, and renewal retention – without replacing what’s already working.
Primary outcomes: Higher bind rate – Less duplicate data entry – More revenue per shopper – Stronger retention
for carriers
Improve distribution performance across every shopper path.
We help carriers improve acquisition efficiency, route shoppers based on appetite and expected value, optimize digital conversion, monetize non-fit demand, and strengthen retention.
Primary outcomes: Higher digital conversion – Better appetite fit – More revenue per shopper – Stronger retention
Find where your funnel is leaking growth.
Start with a focused diagnostic. We identify the highest-value fixes – then help you implement them.