Case Study

Ongoing Monthly Partnership Case Study

Ongoing Monthly Partnership Case Study

A prominent Midwest insurance provider faced challenges in executing consistent outbound prospecting campaigns due to time and resource limitations. SHP addressed this by implementing a strategy that included three separate campaigns targeting different markets, each with 1200 call activities. SHP's services involved a dedicated account manager, 3600 monthly call activities, CRM lead management via Zoho, and pre-appointment confirmation calls. The project's success was measured by the number of appointments set and converted. With consistent results, there is potential for growth, and the client is considering further collaboration with SHP. SHP’s focus on continuous improvement has strengthened the long-term partnership.

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