Case Study: Stress Free Health Options achieves streamlined, scalable customer experiences and higher conversions with CallRail

Why building on Call Tracking is the secret to Stress Free Health Optionsʼ customer experiences

Stress Free Health Options (SFHO) is a private healthcare marketplace that connects Medicare recipients to clear, affordable insurance products and earned a spot on Fintech Global’s InsurTech 100. SFHO faced a tangled, homegrown communications stack (DID numbers, SIP trunks) and needed real‑time marketing intelligence plus a simpler, more robust system to support remote, call‑driven agents. CallRail Call Tracking — later expanded with Lead Center and Conversation Intelligence — addressed those needs.

CallRail implemented Call Tracking for weekly ad optimization, then replaced SFHO’s phone system with Lead Center (single inbox for calls, texts, chats; round‑robin routing; auto lead forms after three minutes) and added Conversation Intelligence to transcribe calls and surface key terms. The result: Lead Center outperformed the old setup, enabled seamless handoffs across a long sales process, and improved conversion outcomes — calls with insurance agents lasting 10+ minutes convert at 80–90% — while allowing SFHO to reallocate ad spend weekly and scale into a second business, Claro Seguro Medico, with fewer agents.

Stress Free Health Options

Peter Colon

Co-founder and President