4x increase
in qualified leads per month
50% reduction
in manual follow-up time
30%
faster lead-to-sale conversion
Summit Life Group, a remote-first life insurance agency, was expanding rapidly but faced major operational friction. Their agents were spending too much time on repetitive manual tasks, struggling with inconsistent lead quality, and lacked a unified system to track conversations across channels.
Key issues included:
Disconnected communication across email, calls, and CRM
High lead drop-off due to delayed follow-ups
Difficulty scaling outreach without burning out agents
To maintain momentum and empower their remote sales force, Summit needed a system that could streamline, scale, and adapt to their mobile-first, entrepreneurial culture.
Stamina partnered with Summit Life Group to design a custom sales enablement system built for flexibility and growth. We implemented:
Centralized lead management with automated follow-up sequences
Unified communication tracking across calls, emails, and SMS
Smart lead routing to ensure top agents got high-intent prospects
Simple dashboards for agents to monitor pipeline and performance
This allowed Summit agents to sell from anywhere—without worrying about missed leads or manual follow-ups—while giving leadership full visibility into sales performance.
The results were immediate and measurable. Stamina helped Summit Life Group:
Increase monthly qualified leads by 4x
Cut manual follow-up time in half
Accelerate the average sales cycle by 30%
Agents now spend more time building relationships and closing deals, and less time on busywork. Stamina didn’t just support their growth—it enabled it, helping Summit continue its mission as The Lifestyle IMO™.