CATEGORY: OUTBOUND CONSUMER SALES
A leading Canadian financial institution, our client also ranks among the world’s top online financial service firms.
THE CHALLENGE
Assist with telesales marketing of Accident and Sickness Insurance products to personal deposit account holders, and existing insurance customers.
THE RESULTS
In less than 2 1/2 weeks, our agents were able to fast track through the SP Data orientation and client-specific training, transition onto the production floor, and reach the client’s expected performance, quality and revenue targets.
In one year, we generated over $20 million in premiums and enrolled 11,000 clients per month into a new form of coverage.
A relationship that began in 2005 with only one product offering has now grown into a multi-program partnership. We’ve offered ideas for generating leads and incremental revenue that our client has leveraged successfully.
Today, the relationship is so strong one of the client’s senior managers has become a working member of SP Data’s operations and client services team.
