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Case Study

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

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.

Product

INFORM

Industry

Insurance

Use Case

Online Submissions

Country

United States

36%
Long Call Duration

More calls lasting one minute or longer.

18%
Conversion Rate

More successful resolutions.

9%
Engagement Rate

Calls answered with a duration of a minute or longer.

Problem

Unanswered Calls Cost Valuable Conversions

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

Instant Recognition Increased Policies Sold

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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INFORM Can Benefit Your Business

Discover how INFORM improves your customer experience and restore trust in the phone call.