Case Study: How Fintary Generated 3 Sales Meetings Through Targeted Outbound

About Fintary

Fintary is an AI-powered commission management and revenue platform for insurance organisations, automating commission processing, receivables tracking, and revenue forecasting. Operating in the Insurtech / Commission Automation space, they serve customers who need reliable, scalable solutions in a competitive market.

The Challenge

Fintary wanted to reach insurance brokerage leaders dealing with the complexity of tracking commissions across multiple carriers and product lines. Like many companies in the Insurtech / Commission Automation sector, they faced the classic B2B growth problem: how do you reliably generate meetings with the right decision-makers without relying on referrals and inbound alone?

Traditional channels were not scaling fast enough. They needed a predictable, repeatable outbound engine that could deliver qualified conversations with their ideal buyer profile.

The Approach

Working with Glencoco's pay-per-meeting marketplace (powered by Nurturance's outbound methodology), Fintary launched a focused outbound campaign targeting insurance brokerage executives, where commission reconciliation errors and delayed receivables were impacting cash flow and profitability.

The campaign targeted CEOs, Presidents, and COOs of Insurance Brokerages and Agencies, reaching the exact personas who had budget authority and a genuine business need for Fintary's solution.

Key campaign elements:

• 478 total leads loaded into the outbound engine

• Targeted messaging tailored to the specific pain points of ceos, presidents, and coos of insurance brokerages and agencies

• Multi-touch outbound cadence combining cold calling with strategic follow-up

• Pay-per-meeting model ensuring Fintary only paid for real conversations with qualified prospects

The Results

The outbound campaign delivered 3 meetings from a pool of 478 leads, demonstrating the power of targeted, well-executed outbound in the Insurtech / Commission Automation space.

These were not random calendar bookings. Each meeting was a genuine conversation with a decision-maker matching Fintary's ideal customer profile, creating real pipeline opportunities.

Why This Matters

For companies in Insurtech / Commission Automation, building predictable sales pipeline is the difference between steady growth and stagnation. Fintary's results show what happens when you combine the right targeting, the right messaging, and a proven outbound methodology.

Nurturance helps fintech, insurtech, and technology companies generate qualified meetings through targeted outbound. If you are looking to build a predictable pipeline of decision-maker conversations, we should talk.

Visit nurturance.uk or book a call to discuss how we can replicate these results for your business.