Case Study: a Fortune 500 insurance and financial services company achieves a 7% revenue increase with Cresta

How Cresta partnered with a Fortune 500 insurance company to drive 7% increase in revenue

A major insurance and financial services company faced challenges in efficiently onboarding seasonal hires and coaching its entire sales agent team. Their existing process was extremely time-consuming for supervisors, limiting the scope of meaningful coaching. They partnered with Cresta to pilot its real-time insights and coaching technology, specifically Cresta Agent Assist, to address these issues.

Cresta implemented its Agent Assist, Coach, and Insights products. This provided agents with live, in-call guidance and gave supervisors the tools to identify coaching opportunities across their entire team. The results for Cresta's customer included a 7% increase in revenue from their direct mail channel and a significant decrease in new employee ramp time. With these powerful outcomes, the company plans to expand the deployment of Cresta, forecasting over $5M in benefits.