Our client, affiliated with a major national insurance service provider, was looking to modernize their B2B lead management system that would result in enhanced agent productivity & overall improvement of the operational efficiency for the business.
The major challenge our client dealt with was the manual legacy system. From lead management to data reporting- the labor-intensive manual processes prevented agents from working towards driving membership sales. Agents and managers spent about 20%-40% time managing Excel files for lead management, while managers also had to compile all data manually due to the lack of real-time updates. Last, but not least, the absence of real-time data made the reporting process increasingly dependent on inefficient manual data collection methods.
