Case Study: Underground Elephant accelerates demand generation and streamlines sales with DialSource

Accelerating demand generation and streamlining sales for the insurance marketplace

Underground Elephant, a rapidly growing technology company serving the insurance marketplace, needed a better way to identify high-intent agents and improve visibility into team-to-agent interactions across its three insurance sales and client services teams. To address this challenge, the company turned to DialSource sales acceleration software and its flexible dialing engine to support smarter calling strategies and deeper funnel intelligence.

DialSource was integrated with Underground Elephant’s Salesforce CRM, enabling custom workflow automation, real-time interaction data, and post-call automation for each team. With DialSource Professional Services, Underground Elephant built tailored automation that saved nearly 50 hours of agent processing time within three months, while also reducing the number of calls needed to start conversations and helping the team refine campaigns more strategically.

UNDERGROUND ELEPHANT

Derek Hyman

Vice president of sales operation