Success Story // 2024

Modernizing a 25-Year
Legacy Firm.

How Matt Allen at Senior Insurance Brokers doubled his team and broke production records through automated seminars.

2,220+
Leads Generated
3,518
Seats Reserved
$1M+
Monthly Production
32
Active Agents

Overview

Senior Insurance Brokers (SIB) has been a trusted name in Medicare since 1998, guiding 50,000 seniors. Despite their history, Sales Director Matt Allen sought to modernize outreach. Within a year of adopting KeyWave’s system, the agency evolved from a "mom and pop" operation into a powerhouse—doubling its team and achieving back-to-back $1M production months.

The Challenges

Overreliance on Dated Leads

Database prospects were often years old. Agents couldn't differentiate new inquiries from "15-year-old" data, leading to low engagement and wasted effort.

Scaling & Retention Barriers

Recruiting was difficult without a consistent lead flow. "We’d lose agents if they didn’t see immediate opportunities," Matt noted regarding the agency's growth ceiling.

Leadership Time Constraints

Matt was bogged down in lead generation logistics, preventing him from focusing on his core responsibilities: agent training and compliance.

The Solution

In June 2023, SIB implemented the KeyWave Seminar Marketing approach to capture high-intent leads and automate the front-end logistics.

  • Turn-Key Logistics & RSVPs
  • Real-Time Lead Assignment
  • Modern Social Media Targeting
  • Standardization of Sales Process

Outcomes

2,220
Fresh Leads
90%+
Agent Retention

"In October 2024, we did over a million dollars in production—then November topped a million again. Neither had ever happened in our 25+ year history."

Key Takeaways

Modernizing Legacy Operations SIB added KeyWave’s system on top of proven processes without changing their core values or reputation.
Lead Speed & Retention When agents see 15–20 new people a week, they have fewer reasons to leave and more reasons to succeed.
Leadership Scalability The "set it and forget it" nature of KWD freed leadership to focus on strategic coaching and agency growth.

Conclusion

The transformation of Senior Insurance Brokers underscores the impact of high-intent seminar marketing. By solving the challenges of stale leads and scalable outreach, KeyWave helped SIB break 25-year production records while preserving their commitment to personalized senior care.

"It’s been the biggest differentiator in our company in the last 10 years."
MA
Matt Allen

Sales Director, Senior Insurance Brokers

Ready to scale your
production records?

Join Matt and the SIB team in moving from manual hunting to a predictable growth engine.

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A Turn-Key System Built for Scale

We’ve engineered every detail of the seminar marketing lifecycle to ensure you focus on closing, not chasing RSVPs.

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Compliance Ready

All marketing materials and systems are maintained to meet CMS requirements, giving you peace of mind.

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Targeted RSVPs

We leverage advanced digital targeting to find the exact Medicare-eligible demographic in your local area.

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Maximized Conversion

Automated workflows handle lead nurturing and follow-up, ensuring no prospect falls through the cracks.

258+

Agents Served

96k+

RSVPs Generated

$26m+

Revenue Generated

"The Turn-Key Difference"

Stop managing multiple vendors. Get the venue, the marketing, and the follow-up technology in one unified system.