Case studies
Field notes from bind-rate-first partners.
The work behind the numbers. Pulled, anonymized where necessary, from active Citirex partnerships across all eight verticals.
01 · Top-25 National P&C Carrier
Doubling auto bind rate against three legacy lead vendors
How a refined appetite filter and live-transfer rebuild lifted bind rate from 4.1% to 9.4% in two quarters.
+128%
Bind rate vs. control
-37%
CPA vs. prior vendor mix
2 quarters
Time to scale
02 · National Medicare Advantage FMO
Building a year-round T65 pipeline outside of AEP
How CMS-compliant T65 birthday triggers replaced two field marketing organizations.
8 mo.
Pre-eligibility lead time
+42%
OEP lift YoY
98%
SOA audit pass rate
03 · Top-10 National Solar Installer
Setters that close: rebuilding the solar qualifier
How a utility-bill-driven calculator cut tire-kicker volume by 61% and lifted close rate by a third.
-61%
Tire-kicker volume
+34%
Close rate
$2.7M
Incremental ARR
04 · Regional Roofing & Exterior Contractor
Booking project-ready homeowners by ZIP
How geo-fenced creative and appointment-set delivery filled four crews without growing headcount.
70%
Booked-appt rate
<2 mi.
Avg. crew-to-lead
4 crews
Filled, no new HC
Your story next