LongRun
All case studies
Case Study · Physician Finance

215 interested physicians from one campaign

LeverageRx helps physicians compare disability insurance and financial products. The highest-intent moment in that market is graduation from residency, when income jumps and coverage becomes urgent. We built one campaign around exactly that moment and let it run.

215
Interested physicians
52
Quotes delivered
$115K+
In premiums sold
The challenge

A buying window measured in weeks.

Disability insurance is bought, not sold, except at one moment: the months before a resident becomes an attending physician and their income multiplies. Reach them too early and it's irrelevant; too late and they've signed with whoever got there first.

That makes this a timing problem more than a volume problem. The list had to be exactly final-year residents, the message had to acknowledge where they are in training, and the campaign had to be live through the matching and graduation season.

The strategy

One list, one moment, zero waste.

Three plays did the work: build a surgically precise list, time it to the one career moment that matters, and write like a peer instead of an insurer.

01

Built one surgically precise list.

Training year is the entire qualification, so the data work had to be exact. No spray, no adjacent segments.

Surgical list building8,476 final-year residents identified and verified. Training year is the whole qualification, so the list could not drift even slightly.
Verified, not just scrapedStrict verification, because bad data would burn a window measured in weeks. The campaign launched at a 0.15% bounce rate.
02

Timed it to the one moment that matters.

Launched in February and run live through the spring transition season, when residents sign their first attending contracts.

Timed to the career momentLaunched in February, running through the spring transition season when residents sign their first attending contracts.
Evergreen by designThe campaign refills with each cohort. Residency classes graduate every year, so the moment recurs on schedule.
03

Wrote like a peer, not an insurer.

Short, plain-text sequences that read like a colleague's note. No graphics, no tracking pixels, no pitch.

Plain-text, peer-toned copyShort sequences that read like a colleague's note, not an insurance pitch.
No tracking, no graphicsPlain text only. No pixels, no images, nothing that trips a filter or feels like marketing.
One clear, soft askA low-friction reply matched to where the physician is in training, never a hard sell.

One moment, everything hinges on it.

Disability insurance has a single buying window. Hit it and the campaign converts; miss it on either side and the same physician is a dead lead.

Stage 01
Too early
Residents mid-training. Income is still low and the coverage feels irrelevant, so the message gets ignored.
Stage 02
Too late
New attendings who already signed. The need is real, but the decision is made, usually with whoever reached them first.
Stage 03
The window we run
Final-year residents in the months before becoming an attending. Income is about to multiply and coverage suddenly matters. The only moment we target.
Results

Four months, one compounding campaign.

Monthly sending volume and interested replies from the Email Bison workspace since the February 2026 launch. One campaign, timed to the spring signing season, climbing as each cohort entered the window.

LeverageRx Email Bison workspace dashboard, February 2026 to July 2026
Live Email Bison workspace dashboard, February 12, 2026 to June 17, 2026.
How it unfolded

The simplest system we run.

Phase 1
Month 1

Define the moment

Final-year residency confirmed as the single buying trigger worth building around. Everything else got cut.

One trigger, one list
Phase 2
Month 1–2

Build and verify

8,476 residents sourced and verified while infrastructure warmed. Bad data would burn the narrow window, so verification was strict.

0.15% bounce rate
Phase 3
Months 2+

Run the season

Launched February, peaked through the spring signing season, refills with the next cohort. 215 interested physicians and counting.

49.43% positive share
Straight from the inbox

Real replies from real physicians.

Real prospect replies from the final-year residents campaign. Names, institutions and contact details are withheld for privacy.

215interested physicians, a sample below
New Lead1w
Final-year residentPediatric gastroenterology, USA
Re: LeverageRx · Final-Year Residents

"Sure, go ahead. I'm only interested in own-occupation coverage, since the job I'm starting later this year isn't own-occupation."

Interested
New Lead2w
Final-year residentOphthalmology, USA
Re: LeverageRx · Final-Year Residents

"I'm interested in purchasing a GSI specialty-specific plan. Can you help with that, or do you mostly work with plans that involve medical underwriting?"

Interested
New Lead2w
Final-year residentAnesthesiology, USA
Re: LeverageRx · Final-Year Residents

"Do you have any discounts beyond the usual Guardian quotes? I'm getting a policy through another broker but can switch if you have something equivalent but cheaper."

Interested
New Lead3w
Final-year residentPodiatric surgery, USA
Re: LeverageRx · Final-Year Residents

"What are your rates for disability insurance for surgical podiatrists? I'm 29 with no medical conditions."

Interested
New Lead1w
Final-year residentPhysician, USA
Re: LeverageRx · Final-Year Residents

"Yes, I'd love to. I'll call you at 5:30 PM, please send me your number when you get a chance."

Interested
New Lead2w
Final-year residentPhysician, USA
Re: LeverageRx · Final-Year Residents

"Can you send me some quotes and comparisons to make a decision? I'm shopping around now since I'm graduating at the end of June."

Interested
Most cold outbound tries to win on volume. This campaign won on timing: one list, one moment, and the discipline to ignore everyone outside the window.
Eric BorkEB Eric BorkMarketing Director, LeverageRx

Is there one moment your buyers actually buy?

Book a strategy call and we'll find it, build the list for it, and time the campaign to it.