Founded in 2014, the independent insurance agency is licensed to enroll individuals in Medicare products over the phone. Those products include Medicare Advantage Plans and Medicare Supplement Plans.
Recruiting, housing, managing, training, and replacing resources to make calls was costly and time-consuming.
Seasonal work caused layoffs after the season ends, which led to disgruntled employees or contractors
Licensed agents were inundated with calls about their plans, but couldn’t sell during certain time periods, so they booked callbacks during the times when they could sell. Once they resumed selling, licensed agents had full calendars and required assistance with other inbound calls and appointment setting.
It was difficult to profitably scale
licensed agents to take inbound calls
and pre-qualify prospects.
“I expected the training to last a month, but Taokym did it in two weeks,” said client CEO and co-owner.
Taokym reduced the cost 40% for pre-qualification and appointment settings.
Sales agents had more time to sell.
The management team had more time to manage the center and sales performance.
Taokym managed the attrition of pre-qualification agents.
The seasonal employment issues were resolved.
The Clients’ sales increased by 43% year over year.