Case Study: Assurance IQ slashes agent ramp-up time with Alltius

Assurance IQ slashes agent ramp up time from 6 months to 1 month with Alltius' sales excellence assistants

Assurance IQ, a company that provides personalized insurance guidance to millions of North Americans, faced significant challenges in efficiently training its sales agents. With thousands of complex and frequently updated insurance plans, new agents took approximately six months to ramp up to full productivity. This lengthy onboarding period, combined with the pressure to quickly identify and pitch the right plans during short customer calls, hindered sales effectiveness and risked losing opportunities. They enlisted Alltius to implement its AI-powered sales excellence assistants to address these issues.

Alltius developed customized AI assistants that could rapidly search, compare, and pitch insurance plans based on specific customer needs. The solution, tested for 100% accuracy, drastically reduced agent onboarding time by 67%, cutting the ramp-up period from six months to two. This enabled agents to provide more personalized and effective service, projected to increase call-to-sale conversions by 5-15% and improve overall agent productivity by 20%. Alltius also delivered significant operational savings by automating time-consuming data tasks.

Assurance

Nick Howard

Chief Technology Officer