Call Transfer Campaign
The objective of the pilot was to diversify the customer acquisition channels and take advantage of the internal call center which had recently expanded to 150+ seats. The call center had received only branded calls until the beginning of the program.
CORE STRATEGY
Call Transfer Campaign
- Validate inbound traffic marketing
- Confirm call centers were within the US
- Create unique campaign parameters
- Confirm TCPA compliance
Train call center agents
- Educate licensed agents on differences of warm transfer campaign and internal branded campaigns
- Create special team within call center designated to service these calls
Create reporting for optimization
- Identify sales and no interest calls separate from quotes
- Capture consumer disposition for increasing best sources
RESULTS

11%
Conversion rate from billable to net applications

600
Daily volume cap set after 6 months of program inception

$1,050,000
Annual Premium generated in 4 months
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