50%+ increase in leads for AAG, a financial services company

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American Advisors Group (AAG) is America’s largest provider of reverse mortgages.

A short video interview with the client

“Our experience with CRE has been overwhelmingly positive.”

A transcript of the video

“I went into this project fairly skeptical that we’d be able to achieve a 30%+ improvement. At 50%+, it far exceeded what our expectations were, so I’d highly recommend someone using CRE for any of their conversion rate optimization needs.

“From a revenue perspective, what we’d be looking at is in the neighborhood of millions per year—somewhere in the neighborhood of between seven to eight figures a year—from an improvement perspective—that would be coming as a direct result of this engagement.

“At 50%+, it far exceeded what our expectations were.”

“My name’s Jeff Lawrence. I’m Vice President of Digital Marketing at American Advisors Group. American Advisors Group is the leader in the U.S. in the reverse mortgage space. We have roughly about 33% U.S. market share. We’re not in a brand type of marketing environment; we’re in a direct-response, lead-generation orientation, so this company really lives and dies by the conversion rates that we achieve.

“This company really lives and dies by the conversion rates that we achieve.”

“We chose CRE primarily because we went through an extensive RFP process. I would talk to colleagues within the industry, friends, others that are out there, and the name kept coming up, that they definitely recommended, time in and time out again, was CRE. And we evaluated half dozen plus companies that were there, and found that the CRE methodology and approach most closely aligned with what we were looking to accomplish.

“We evaluated half dozen plus companies … and found that the CRE methodology and approach most closely aligned with what we were looking to accomplish.”

“Our experience with CRE has been overwhelmingly positive. We went into this project with a stated goal of achieving roughly a 30% lift in our overall conversion rate. And so far, we’ve seen an overall lift of 50%+, so it has more than exceeded what our initial goal was.

“More than exceeded what our initial goal was.”

“For somebody’s that looking to use CRE, I would highly recommend it. When you look at the competitive landscape, there’s a reason why they have the brands that they do from a client perspective, and the results speak for themselves.”

“There’s a reason why they have the brands that they do from a client perspective, and the results speak for themselves.”


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