Case Study: Health Insurance Company

Objectives

• Generate and qualify new business opportunities
• Inform and educate marketplace on commercial and personal product lines
• Close gap on leads to sales process

Solution

• Identify decision maker
• Utilize sales protocol to qualify warm leads vs. hot leads
• Live transfer qualified “HOT” prospects to selected agent

Results

• 0ver 25,000 hot leads generated
• 2 live transfers per hour
• 5:1 ROI

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