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How One Insurance Brokerage Increased Sales 50% With Smarter Outbound Operations

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"How One Insurance Brokerage Increased Sales 50% With Smarter Outbound Operations"

A real-world blueprint for accelerating sales, boosting conversions, and outpacing competitors

Your roadmap to scaling sales through speed, automation, and omnichannel strategy.

Every insurance call center is fighting the same battle—declining contact rates, tougher compliance rules, rising acquisition costs, and the chaos of outdated tools. This case study shows how one brokerage overhauled its outbound engine and achieved breakthrough performance.

You’ll discover how Allied Health Agency transformed operations with Convoso and achieved:

  • Lightning-fast speed-to-lead—connecting in 0.007 seconds and beating competitors to every opportunity.
  • A massive shift in productivity, closing 80% of sales within 10 dials.
  • A conversion rate jump from 6% to 9%, driving a 50% increase in sales across 50k–70k weekly leads.
  • Automated compliance safeguards that help prevent exposure and eliminate manual processes.
  • A seamlessly integrated omnichannel system powering calls, SMS, and email from one workflow.
  • Sophisticated automation and workflows that remove admin work and free agents to sell.
  • Dedicated customer support that helps refine performance and unlock continuous improvement.


See how a high-volume brokerage unlocked speed, scale, and smarter growth.

Download the case study and reinvent your outbound strategy.


Offered Free by: Convoso
See All Resources from: Convoso

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