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The agency faced a slow lead intake process, demotivated sales teams, and a customer retention rate of 32%. Inefficient data synchronization, fragmented communication channels, and lack of real-time analytics hindered growth and competitiveness.
A digital insurance agency providing personal and commercial insurance solutions (Auto, Home, Business Insurance) through online services.
The solution is projected to double new policy sales, elevate customer retention to 58%, and reduce lead response times by 75%. Real-time dashboards and gamified leaderboards will enhance team productivity, while automated cross-selling will increase policy renewal rates by 40%.