ABC Insurance transformed its sales and communication processes with Yooper,
leading to measurable improvements in efficiency, cost savings, client satisfaction and compliance.
Yooper makes communication seamless, cost-effective, and results-driven.

ABC Insurance transformed its sales and communication processes with Yooper,
leading to measurable improvements in efficiency, cost savings, client satisfaction and compliance.
Yooper makes communication seamless, cost-effective, and results-driven.


Overview:

ABC Insurance is a mid-sized insurance sales company with a team of 75+ agents handling client communications, lead generation, and policy renewals. They faced several challenges, including:

  • Rising call costs due to frequent outbound calls to prospects and clients.
  • Difficulty managing a large volume of leads and follow-ups.
  • Lack of insights into call outcomes and client sentiment.
  • Inefficient team collaboration and communication.
  • Lack of compliance.

Challenges before using Yooper:

  • Missed follow-ups: Agents struggled to keep track of scheduled calls and follow-ups, leading to lost opportunities.
  • High communication costs: Frequent outbound calls to clients and prospects resulted in skyrocketing phone bills.
  • No performance insights: Managers had no way to track call success rates, client sentiment, or agent performance.
  • Poor team collaboration: Agents in the field had no real-time way to communicate with managers or colleagues.
  • Lack of compliance: Without secure call recordings, the company faced challenges in meeting regulatory requirements and training agents effectively.



How Yooper solved these issues:

  • Scheduled outbound calls & bulk uploads: Agents now schedule calls in advance and upload bulk leads, saving time and ensuring no lead is forgotten.
  • Reduced call costs: ABC Insurance saw a 35% reduction in communication expenses thanks to free Yooper-to-Yooper calls, lower call costs and efficient call routing.
  • Call outcome codes & sentiment analysis: Managers track call outcomes and analyze client sentiment to refine sales strategies and improve client engagement.
  • Secure call recordings & playback: Every conversation is securely recorded for compliance and training purposes. Agents can replay calls to identify areas for improvement and document minutes while managers use recordings to provide targeted coaching and enhance team performance.
  • Internal chat & business DID mapping (Departmental call routing): Agents use the internal chat feature for instant collaboration, and calls are routed to the right department using Business DID mapping.
  • Advanced analytics & GPS tracking: Managers access real-time data on call performance and track field agents’ locations for better coordination and accountability.

Results:

  • 25% Increase in lead conversion rates: Better call scheduling and follow-ups led to more successful client engagements.
  • 35% Cost savings on outbound calls: Yooper’s efficient call routing and free Yooper-to-Yooper calls significantly reduced communication expenses.
  • Improved client satisfaction: Sentiment analysis helped agents tailor their approach, leading to happier clients and higher retention rates.
  • Faster team collaboration: Internal chat and seamless call routing improved communication among agents and managers, boosting overall efficiency.
  • Enhanced compliance & training: Secure call recordings ensured regulatory compliance, while playback features enabled better training and performance improvement for agents.

With features like secure call recordings and playback, the company also ensured compliance and enhanced agent performance through targeted training.

Whether you’re an insurance sales team, a customer support center, or a growing enterprise, Yooper makes communication seamless, cost-effective, and results-driven.