“‘UpHex told me six months ago, ‘find a way to package what you’re doing’. My partner goes, ‘we got to dig into that’… so we did.”
Use Case
Rebilling / Templates
Industry
Life Insurance
Results
6X In MRR
https://www.youtube.com/watch?v=5oiAY-MtrpY&t=2s
28:16 duration
Edwin Morales and his partner Colin built a successful agency, Leads for Life, serving the insurance industry. They quickly grew to an impressive $50,000 in monthly recurring revenue, a point where many agencies plateau.
But their growth had stalled, and the daily grind of customer support was becoming overwhelming. They were so bogged down answering questions and fixing issues that they had no time to focus on scaling the business.
“Smart agencies think of their business as a product, not a process. Once you nail it, boy, howdy. You scale that thing into the moon.”
Edwin Morales
Co-Founder, Leads for Life
The breakthrough came when they shifted their focus from just delivering leads to ensuring their clients were actually making money. This meant moving away from low-cost, low-intent leads and committing to a higher standard of quality.
Using UpHex, they began creating better ads with clearer copy and more effective videos. This immediately increased lead quality and gave their clients a real chance to close deals.
Next, they systemized their entire client experience. “We have a two, three step onboarding process all day long… we even send them another set of onboarding videos two to three weeks in to avoid having to jump on a Zoom,” says Edwin
This new model, powered by UpHex, allowed them to scale from $50,000 to $300,000 a month in just seven months—even after Facebook removed ad targeting options for their industry.
How They Use UpHex
Launching Quality Ads
Edwin’s team uses UpHex to launch high-quality ad campaigns that generate better, more qualified leads for their insurance clients.
Systemized Client Onboarding
They built a multi-step video onboarding process that preemptively answers common questions, dramatically reducing their support load and client confusion.
Scalable Acquisition Funnel
Leads for Life runs ads that drive prospects to a group demo funnel, allowing Edwin to efficiently sell to dozens of potential new clients every single week.
