Customer Stories
/
Summit Life Group
Helping Summit Life Group Scale with Stamina
4x increase
in qualified leads per month
50% reduction
in manual follow-up time
30%
faster lead-to-sale conversion
4x increase
in qualified leads per month
50% reduction
in manual follow-up time
30%
faster lead-to-sale conversion
"They have really taken the time to learn our business, understand our needs, and provided some incredible services to help us grow and scale."
—
Rich
,
Summit Life Group
About
Summit Life Group
Summit Life Group is a forward-thinking life insurance agency that empowers independent agents to sell remotely with flexibility and freedom. Founded by top producers, it offers exclusive leads, advanced technology, and world-class training. With a strong community and support system, Summit helps agents build successful careers while achieving true work-life balance—earning it the title The Lifestyle IMO™.
[
CHALLENGE
]
Manual Processes Slowed Growth
The GTM AI that AI leaders choose
Summit Life Group, a remote-first life insurance agency, was expanding rapidly but faced major operational friction. Their agents were spending too much time on repetitive manual tasks, struggling with inconsistent lead quality, and lacked a unified system to track conversations across channels.
Key issues included:
Disconnected communication across email, calls, and CRM
High lead drop-off due to delayed follow-ups
Difficulty scaling outreach without burning out agents
To maintain momentum and empower their remote sales force, Summit needed a system that could streamline, scale, and adapt to their mobile-first, entrepreneurial culture.
[
SOLUTION
]
A Scalable, Automated Outreach Engine
The GTM AI that AI leaders choose
Stamina partnered with Summit Life Group to design a custom sales enablement system built for flexibility and growth. We implemented:
Centralized lead management with automated follow-up sequences
Unified communication tracking across calls, emails, and SMS
Smart lead routing to ensure top agents got high-intent prospects
Simple dashboards for agents to monitor pipeline and performance
This allowed Summit agents to sell from anywhere—without worrying about missed leads or manual follow-ups—while giving leadership full visibility into sales performance.
[
OUTCOME
]
Better Leads, Less Work, More Closures
The GTM AI that AI leaders choose
The results were immediate and measurable. Stamina helped Summit Life Group:
Increase monthly qualified leads by 4x
Cut manual follow-up time in half
Accelerate the average sales cycle by 30%
Agents now spend more time building relationships and closing deals, and less time on busywork. Stamina didn’t just support their growth—it enabled it, helping Summit continue its mission as The Lifestyle IMO™.
"They have really taken the time to learn our business, understand our needs, and provided some incredible services to help us grow and scale."
—
Rich
,
Summit Life Group
About
Summit Life Group
Summit Life Group is a forward-thinking life insurance agency that empowers independent agents to sell remotely with flexibility and freedom. Founded by top producers, it offers exclusive leads, advanced technology, and world-class training. With a strong community and support system, Summit helps agents build successful careers while achieving true work-life balance—earning it the title The Lifestyle IMO™.
[
CHALLENGE
]
Manual Processes Slowed Growth
Summit Life Group, a remote-first life insurance agency, was expanding rapidly but faced major operational friction. Their agents were spending too much time on repetitive manual tasks, struggling with inconsistent lead quality, and lacked a unified system to track conversations across channels.
Key issues included:
Disconnected communication across email, calls, and CRM
High lead drop-off due to delayed follow-ups
Difficulty scaling outreach without burning out agents
To maintain momentum and empower their remote sales force, Summit needed a system that could streamline, scale, and adapt to their mobile-first, entrepreneurial culture.
[
SOLUTION
]
A Scalable, Automated Outreach Engine
Stamina partnered with Summit Life Group to design a custom sales enablement system built for flexibility and growth. We implemented:
Centralized lead management with automated follow-up sequences
Unified communication tracking across calls, emails, and SMS
Smart lead routing to ensure top agents got high-intent prospects
Simple dashboards for agents to monitor pipeline and performance
This allowed Summit agents to sell from anywhere—without worrying about missed leads or manual follow-ups—while giving leadership full visibility into sales performance.
[
OUTCOME
]
Better Leads, Less Work, More Closures
The results were immediate and measurable. Stamina helped Summit Life Group:
Increase monthly qualified leads by 4x
Cut manual follow-up time in half
Accelerate the average sales cycle by 30%
Agents now spend more time building relationships and closing deals, and less time on busywork. Stamina didn’t just support their growth—it enabled it, helping Summit continue its mission as The Lifestyle IMO™.