Transforming Medicare Lead Conversion with Smarter Funnels

Foxsense partnered with a reputed Medicare insurance provider in the United States to build a modular acquisition funnel that increased conversions, accelerated agent sales, and delivered full funnel visibility across the organization.

The U.S. insurance industry thrives on compliance and accuracy but licensing renewals and lead conversion workflows often feel complex and chaotic for producers and agencies. While several platforms cater to larger FMOs and enterprise agencies, many mid sized teams and fast growing organizations still rely on fragmented tools and manual processes to handle quoting, enrollment, routing, and funnel management.

That is where our solution made an impact.

Foxsense designed a unified acquisition and quoting platform that helps insurance teams manage the entire funnel from lead intake to policy enrollment while maintaining real time visibility and accelerating agent performance.

Challenge
High lead volume but low conversion clarity
No unified dashboard for campaigns, calls, and CRM touchpoints
Limited visibility into agent performance and funnel drop-offs
Manual processes slowing enrolment workflows
Solution
Built a centralized performance dashboard combining marketing, CRM, and agent activity
Automated lead routing, follow-ups, and workflow triggers
Integrated call tracking, attribution, and enrolment status
Created real-time analytics for conversions, drop-offs, and agent efficiency

Projects & Apps Breakdown

Smart Quoting App
This application enables agents to compare plans, apply filters, save preferences, and generate precise recommendations that simplify decision making and reduce quoting complexity.
Admin Panel
This dashboard provides supervisors with full visibility into lead performance, routing, communication patterns, and team productivity which helps them manage distributed teams effectively.
Compliance & Education App
This module delivers training, questionnaire workflows, and compliance verification so agents can meet regulatory standards with ease while streamlining their onboarding experience.
Funnel Analytics Platform
A real time analytics dashboard that tracks drop offs, conversions, and funnel health giving leadership clear visibility into growth opportunities.
LeadGen Website for Brokers
A lightweight broker facing interface that captures leads and routes them directly into the funnel ensuring reliability and speed across the lead intake process.

Technology & Partner Ecosystem

Impact

Higher Lead Conversion

Optimized funnel workflows increased qualified submissions and improved the quality of inbound leads.

Faster
Agent Sales

Guided quoting and simplified plan comparison accelerated agent closures and improved sales efficiency.

End-to-End
Funnel Tracking

Visibility across every step ensured fewer drop offs and a clearer view of funnel health for leadership teams.

Reliable Data Capture

Retry mechanisms and Neustar enrichment ensured accurate lead data and improved submission quality throughout the funnel.

Foxsense helped us streamline our entire sales and quoting ecosystem with a level of clarity and efficiency we never had before. The new funnel flows, performance dashboards, and automated routing mechanisms have made a remarkable difference in how our teams operate and close cases.

VP of Operations

Leading Medicare Insurance Provider