Automating Cold Outreach to Drive Sales Growth for Insurance

Client
Praesidium Benefits
Service
AI Systems & Design
Industry
Insurance
The Challenge

Despite a strong value proposition, Praesidium Benefits struggled to execute outreach at scale due to manual processes, limited campaign infrastructure, and unstructured lead data. The team needed a systematic, data-driven way to reach small business decision-makers while improving open rates, reply rates, and overall campaign visibility.

The Solution

The Opening Door partnered with Praesidium Benefits to build a fully automated cold outreach system, integrating data cleaning, personalized messaging, and CRM-enabled tracking. By combining email and LinkedIn campaigns powered by Reply.io and HubSpot, the initiative delivered exceptional engagement rates and established a repeatable methodology for sustainable outreach growth.

Their experience with us
“I’m thrilled with the outreach we created. It saved me countless hours and connected me with prospects I couldn’t have reached otherwise. The personalization in the subject lines made a huge difference, and HubSpot has been a game-changer for tracking and follow-ups. I look forward to running another campaign soon!”
Adrianne Limjoco
Praesidium Benefits
60%
Results
Achieved a 60% open rate, double the original target, driven by personalized messaging and optimized campaign infrastructure.
3%
Results
Delivered an estimated conversion rate above 3%, driven by high-intent prospect engagement and effective follow-up strategies.
10.3%
Results
Achieved a 10.3% reply rate, exceeding the target by 1.8% through targeted outreach and refined messaging.
The Result

Through automation, data optimization, and CRM integration, Praesidium Benefits exceeded all core performance targets and established a long-term foundation for outbound sales.

  • Achieved a 95% delivery rate, meeting the target benchmark.

  • Reached a 60% open rate, exceeding the initial goal of 30%.

  • Delivered a 10.3% reply rate, outperforming the 8.5% target.

  • Conversion rate exceeded 3%, driven by high-quality conversations.

  • Built a structured, centralized contact database in HubSpot for ongoing outreach and pipeline development.
Expertise

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