Case Study: iCapital Alliance doubles productivity with Electronic Voice Services

iCapital Alliance - Customer Case Study

Electronic Voice Services (EVS7) helped iCapital Alliance, a provider of retirement and protection solutions, overcome a significant productivity challenge. The company's team, led by Paul Chamitoff, needed to drastically increase the number of daily sales calls but was hindered by the immense time spent leaving repetitive, manual voicemails for leads.

By implementing EVS7's Cricket Click Dialer and its Place a Message (PAM) feature, the team gained the ability to leave personalized, pre-recorded voicemails with a single click. This solution from Electronic Voice Services enabled agents to move to the next call instantly, which more than doubled their productivity. Key results included increasing dials per hour from 20 to 43 and achieving a 115% increase in total calls per day.

iCapital Alliance

Paul Chamitoff

Group Advisor