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
a very tall building with a lot of windows
a very tall building with a lot of windows

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

Service Provided

AI Cold Email Systems

AI Nurture Systems

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