AI Cold Email Lead Engine

A high-volume cold email system built to generate consistent, qualified financial service leads on autopilot—delivering 60–80 booked meetings.

a very tall building with a lot of windows

AI Cold Email Systems

AI Cold Email Systems

AI Nurture Systems

AI Nurture Systems

a very tall building with a lot of windows

AI Cold Email Systems

AI Nurture Systems

Overview

Capital Pensions and Insurance Solutions needed a predictable way to generate leads and opportunities from without relying solely on networking and referrals. Simplicate built an automated cold-email system that reaches thousands of verified contacts, captures replies, books meetings, and routes everything into a unified CRM system.

What we did:

  • Built AI powered multi-domain cold-email sending infrastructure.

  • Sourced and verified lead contact lists monthly.

  • Wrote outreach messaging using our high converting 3-step framework.

  • Automated routing of replies → CRM → booking calendar.

  • Tracked send volume, reply rate, and meetings through dashboards.

Client

Capital Pensions and Insurance Solutions

Industry

Financial Services

Duration

2 Weeks

Year

2025

CPIS needed a predictable, scalable way to reach new leads without relying on networking or inconsistent local outreach. Thier existing workflow created bottlenecks, wasted time, and left too many opportunities on the table. We built a cold-email system that delivers qualified meetings daily—entirely on autopilot.

01
Challenge

CPIS needed a predictable lead flow that didn’t depend on networking or chance referrals. Their outreach wasn’t scalable, and lacked a system to verify leads, send cold emails at scale, and track conversions.

01
Challenge

CPIS needed a predictable lead flow that didn’t depend on networking or chance referrals. Their outreach wasn’t scalable, and lacked a system to verify leads, send cold emails at scale, and track conversions.

01
Challenge

CPIS needed a predictable lead flow that didn’t depend on networking or chance referrals. Their outreach wasn’t scalable, and lacked a system to verify leads, send cold emails at scale, and track conversions.

02
Solution

We built a complete outbound engine with domain authentication, verified educator lists, 3-step personalized outreach sequences, automated reply handling, CRM integration, and live performance dashboards.

02
Solution

We built a complete outbound engine with domain authentication, verified educator lists, 3-step personalized outreach sequences, automated reply handling, CRM integration, and live performance dashboards.

02
Solution

We built a complete outbound engine with domain authentication, verified educator lists, 3-step personalized outreach sequences, automated reply handling, CRM integration, and live performance dashboards.

03
Result

The system sends ~20,000 emails monthly, reaches ~6,700 verified contacts, generates ~800 replies, and converts 400 of those into sales opportunities. CPIS now books 60–80 qualified meetings/month and consistently adds ~30 new clients monthly.

03
Result

The system sends ~20,000 emails monthly, reaches ~6,700 verified contacts, generates ~800 replies, and converts 400 of those into sales opportunities. CPIS now books 60–80 qualified meetings/month and consistently adds ~30 new clients monthly.

03
Result

The system sends ~20,000 emails monthly, reaches ~6,700 verified contacts, generates ~800 replies, and converts 400 of those into sales opportunities. CPIS now books 60–80 qualified meetings/month and consistently adds ~30 new clients monthly.

Result

Simplicate’s cold-email system transformed CPIS’s lead generation into a predictable, automated engine. The system saves more than 300 hours of manual outreach every week, maintains a 6× above-industry reply rate, and delivers consistent daily bookings.

Impact:

  • ~20,000 emails sent monthly

  • 12% reply rate (800 replies/month)

  • 50% → sales opportunities (≈400/month)

  • 60–80 qualified meetings booked monthly

  • ~30 new clients added per month

  • ~60% close rate on booked meetings

  • 300+ hours saved weekly