Peachy Insurance Uses Real Contact API to Filter Bad Leads and Boost Operational Efficiency
Overview
Peachy Insurance, an insurance agency for Allstate, bought leads from various third-party sources and was looking to optimize their spend and improve operational efficiencies to deal with returning unreachable leads and payment adjustments. Real Contact API immediately helped filter out the bad leads upfront so that their sales team could focus on a smaller set of good, reachable leads, helping improve conversions and reduce operational overhead.
The Challenge
Peachy buys leads from various third-party providers for everything, from auto to flood insurance in the Georgia area. As a small team, the constant focus is to optimize the leads generated and reduce operational overhead so that they can focus on more conversions. They contacted Trestle to explore how they can improve operational efficiencies and prioritize leads, and it was evident that Real Contact API would be a great fit.
The Solution
Peachy decided to first test Real Contact API on a small set of leads they already knew the outcome on. Success was disposition: “quoted” (meaning, there was a conversation and an insurance quote was provided). On this data test, ~8% of records were Grade-D or Grade-F leads, and of those records, less than 0.1% of Grade-F records were quoted, indicating very low false positives and immediate improvement in weeding out junk leads.
Also, out of all the quoted leads, 92% were Grade-A and Grade-B leads. This indicated a heavy correlation between lead quality and Real Contact API grading. The operational efficiencies it added throughout the process allowed Peachy to prioritize leads with the highest chance to convert. That made it an easy choice to move forward with signing up for the Real Contact API and buy only Grade-A and Grade-B leads.
The Impact
In the first few months of deployment, Peachy Insurance experienced measurable improvements across several key areas. By replacing their previous solution for lead verification with Trestle’s Real Contact API, Peachy not only improved the quality of their lead scoring but also significantly reduced their operational costs.
One of the immediate benefits was the enhanced lead grading and verification functionality offered by Real Contact API. Unlike the competitor’s previous 0-100 scoring system, Trestle’s more granular approach of assigning grades (A-F) provided a much clearer distinction between high-quality and low-quality leads. This new system focused heavily on reducing false positives in lead scoring, ensuring that Peachy’s sales team could focus their time and efforts on leads with a higher probability of conversion. Trestle’s verification capabilities, including phone number activity checks and name-number matching, added an extra layer of accuracy to the process, further minimizing the number of junk leads entering their pipeline.
Trestle’s Real Contact API also uncovered critical insights about Peachy’s lead quality. For instance, roughly 10% of previously high-scored leads—according to the competitor’s system—were actually identified as low-quality, with grades of D or F. This revelation allowed Peachy to stop purchasing these poor-performing leads, ultimately saving significant marketing spend while maintaining the same level of conversions. With higher-quality leads (grades A and B) more strongly correlating to conversions, the team could prioritize these for outreach and sales efforts, further streamlining their operations.
The cost savings were equally impressive. Peachy saw a substantial reduction in the cost of API calls—dropping from $7,229 per month with the previous solution to $1,181 with Trestle—resulting in nearly $6,000 in savings per month. This savings provided Peachy with a more conservative estimate of around $5,000 per month that could be reinvested into other areas of the business, such as lead nurturing and marketing campaigns, without sacrificing lead quality or conversion rates.
Operationally, Real Contact API’s ability to filter out lower-quality leads (grades C and below) meant that Peachy’s operations team was no longer burdened with manually sifting through unqualified or unreachable leads. Although the exact time savings have not been quantified, the efficiency gains were evident in the team’s ability to process and qualify leads more quickly and accurately. Additionally, Peachy continued to leverage Jornaya alongside Trestle for complementary data functions, ensuring a well-rounded, compliant approach to lead management.
Overall, Peachy Insurance’s adoption of Real Contact API led to reduced lead spend, improved lead quality, and enhanced operational efficiencies, all while maintaining their conversion rates. These combined benefits allowed the agency to allocate resources more effectively and position themselves for sustained growth.
About Trestle
Trestle provides industry-leading phone data APIs to improve lead management and call operations for businesses. Trestle’s product suite is powered by a cutting-edge identity data graph built on top of modern, scalable technology and machine learning capabilities that have yielded the best-in-class coverage and accuracy. This, along with a network built on top of 300MM+ queries every month, enables Trestle to serve with a differentiated product suite that businesses rely on for various use cases, including caller identification, call routing, lead assessment, and prioritization.