Case Study: Major Insurance/Financial Services Company improves agent retention and productivity with Integrity Solutions

Large Major Insurance/Financial Services Company - Customer Case Study

Large Major Insurance/Financial Services Company, a major insurance and financial services provider, was facing unacceptable agent retention and productivity levels, while managers were not coaching agents effectively. To address these issues, the company worked with Integrity Solutions and its Integrity Coaching® program.

Integrity Solutions implemented Integrity Coaching®, featuring a 1.5-day initial workshop followed by two months of real-world coaching and eight weekly group follow-up calls. The program helped managers improve coaching and communication, leading to stronger morale, more open dialogue, and better agent performance: one struggling 2nd-year agent increased from 4–5 life cases per month to 13 in the next month, another agent broke a long plateau with 15 sales in a month, and multiple newer agents began selling 10 life cases per month and moved toward MDRT-level results.