First-year sales spike for top financial services provider

Our challenge

One of the world’s largest financial services providers required a team of inside sales experts, scalable at short notice. They also needed assistance with product development and market intelligence.

We delivered

We hired and trained over 90 sales agents in six months, helping them obtain the mandatory local licenses to sell insurance. Our QA process and coaching techniques led to first-year policies attrition rate of 24%, lower than the industry average, resulting in higher profits.

We also conducted market research on products and pricing, which was fed into actuarial work, as well as developed technology solutions to help drive productivity. We achieved 113% of our target, making our client over US$26 million in sales in the first year alone.

agents
hired and trained in six months
million USD
in sales in the first year