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Case Study · Physician Finance
143 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.
1
Campaign. That's the whole story
8,476
Final-year residents contacted
25,364
Emails sent, all time
310
Unique replies
143
Interested physicians
46%
Of replies were positive
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.
Surgical list building8,476 final-year residents identified and verified: training year is the entire qualification, so the data work had to be precise.
Timed to the career momentLaunched in February, running through the spring transition season when residents sign their first attending contracts.
Plain-text, peer-toned copyShort sequences that read like a colleague's note, not an insurance pitch. No tracking pixels, no graphics.
Evergreen designThe campaign refills with each cohort. Residency classes graduate every year; the moment recurs on schedule.
Results
Four months, one compounding campaign.
Monthly sending volume and interested replies from the Email Bison workspace since the February 2026 launch.
Emails sent per monthInterested replies
| Campaign | Emails sent | Replies | Interested | Positive share |
|---|---|---|---|---|
| Final-Year Residents - Disability Insurance | 25,364 | 310 | 143 | 46% |
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 listPhase 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 ratePhase 3
Months 2+
Run the season
Launched February, peaked through the spring signing season, refills with the next cohort. 143 interested physicians and counting.
46% positive shareIs 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.