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Case Study on Appointment Setting Services for an Insurance Company

Outsource2india Delivered Appointment Setting Services to an Insurance Company

The Client

The client is a leading provider of employee benefits to companies of all sizes. They offer business owners and their employees the greatest services, education, HR technology, and perks.

Client's Requirement

The customer was looking for a more devoted and methodical outsourcing partner who had past experience offering appointment setup services to US businesses. They were focused on developing a group of individuals with the proper mentality who would be more committed to and process-oriented through careful governance while ensuring complete transparency in the provision of services.

Project Challenges

The client is an expert and was aware of the difficulties and learning curve associated with outbound initiatives. They were, however, utterly uncertain about the output and the lack of legitimately scheduled appointments. The challenges faced by the customer included -

  • Less than 5% of connects
  • Almost no ROI
  • Improper use of D&B data
  • Unfavorable word-of-mouth
  • Data theft
  • Lack of revenue
  • Improper handling of customer touchpoints
  • No reporting system
  • Inadequate governance

Our Solution

In order to address the client's challenges, we -

  • Deployed assets and qualified resources
  • Utilized a low-cost offshore unit
  • Utilized the neutral accents of Indian resources
  • Implemented business process improvements
  • Coordinated between onshore and offshore teams
  • Fine-tuned the QMS team's pitch and rebuttals
  • Performed reporting and effort and performance tracking
  • Made sure there was no data theft

The Result

The client is incredibly happy with the team's performance. The benefits to the client were as follows -

  • 30% rise in the connect ratio
  • Better quality and valid appointments
  • 25% increase in the closure ratio of the appointments
  • Improvement of over 50% in overall revenue and profitability and a move toward a higher ROI

Outsource Appointment Setting Services to Outsource2india

When it comes to call center services, including appointment setting, Outsource2india is the top option for corporations of all sizes. We have a solid 25 years of expertise serving various clients in different sectors and places. Our team can prioritize the needs of our clients and provide outcomes that go above and beyond expectations, creating happy clients. We are well-positioned to supply pertinent and economical services that open up new growth opportunities thanks to our strong presence in more than 160 countries.

If you need appointment setting services to free up bandwidth for your team, get in touch with us right now.

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Our Customers

  • Movement Mortgage
  • Alcon
  • ARI
  • Maximus
  • Redwood E-Learning Systems

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