INFORM Branded Calling Drives 30% More Policies in 30 Days for Insurance Platform

Background

In insurance, timely outbound calls are the bridge between a prospect's interest and a purchased policy. When someone submits a quote request online, that window of intent is brief, and a missed or ignored call means a missed sale. In a competitive market where every lead counts, insurance agents cannot afford to have their calls go unanswered.

Overview

An online insurance platform offering multiple lines of coverage relies on outbound agents to convert web-form submissions into active policyholders. Despite a steady volume of warm leads, agents struggled to make meaningful contact. Prospects who had expressed interest by completing online forms were not answering calls from unrecognized numbers, and those who did answer weren't engaging long enough to purchase a policy. Call avoidance was costing the platform for valuable conversions and leaving interested customers without the coverage they sought.

Solution

By implementing First Orion's INFORM^® Branded Calling, the platform replaced anonymous outbound numbers with their trusted brand name displayed directly on the recipient's phone before they answered. This instant recognition signaled to prospects that the call was expected and legitimate, not spam. Agents were now reaching the right people at the right moment: prospects who were ready to engage, ask questions, and commit to a policy. The impact was immediate — within just 30 days, the platform saw a 30% increase in policies sold.

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