Case Study: Innovative Financial Group boosts sales appointments and growth with Convoso

Insurance Sales Group Unlocks New Sales Model and Accelerates Growth

Innovative Financial Group, a life insurance and Medicare sales organization, was struggling to reach enough leads and convert them efficiently using the built-in CRM dialer. Their manual dialing process created long wait times, low contact rates, and inconsistent scripting, limiting both appointments and overall growth. Convoso’s dialer software was brought in to help the team scale more effectively.

With Convoso, Innovative Financial Group adopted predictive, power, and preview dialing, along with dynamic scripting, agent monitoring, reporting, and caller ID reputation management. The results were significant: appointments scheduled doubled, leads transferred increased 2.5X, and headcount grew 7X, with the team scaling from 12 closers to over 90. Convoso also improved coaching efficiency and helped IFG more than double daily transfers to over 250.

Innovative Financial Group

Zach Helton

Dialer Admin