Customer Success Story
Insurance Agency Expands Beyond Retail Sales Channel to Open Call Center to Improve Customer Experience and Sales
How We Created Value
Analyzed omnichannel telephony data to identify operational behavioral gaps
Recommended new operational process to ensure customer parity across channels
Improved telephony metrics - answered call rate, average handle time - and sales conversion rate across channels
Industry
Insurance
Technology
Avaya, Salesforce, SQL Server, Oracle, Tableau
Strategic Challenge
A trusted national brand aimed to expand its auto repair business by opening five locations per year but, relying on traditional decision-making, shrank from two locations to one unprofitable site over four years.
Mergers & Acquisition (M&A) was a key element of the inherited strategy, however there was no plan to integrate operating systems or data across locations.
Solution
We refreshed the strategic plan - operations strategy, market strategy, and data strategy - emphasizing data analysis, insights, and evidence-based reasoning. We prioritized tactics based on the agreed upon strategy to deliver value for the organization, driving 143% CAGR over the ensuing four years. Our key successes were:
Creating operational alignment across locations, successfully integrating multiple operating systems (OS) and databases into one scalable OS and one data warehouse.
Developing a culture of data-informed decision making as the catalyst for real estate and M&A business cases to be approved and expanding the footprint from one metropolitan area into five.
Innovating digital customer experience based on common understanding of business opportunity across operations, marketing, and finance, driven by data analysis.