Case Study: Alliance Insurance Brokers achieves 60% higher agent productivity with LeadSquared

A LeadSquared Case Study

Preview of the Alliance Insurance Brokers Pvt. Ltd Case Study

Alliance Insurance Brokers boosts agent productivity by 60% with LeadSquared

Alliance Insurance Brokers Pvt. Ltd, a growing insurance broking house in India, faced a challenge with their previous CRM, Zoho, which lacked the flexibility to customize insurance-specific workflows and integrate with other systems. Seeking a scalable and configurable solution to improve their sales operations, they turned to the vendor LeadSquared and implemented its Sales CRM platform.

LeadSquared provided a highly customizable and user-friendly platform that was implemented in under 15 days. The solution streamlined processes for their contact center, renewal, and marketing teams, providing greater visibility and automation. As a result, Alliance Insurance Brokers, with LeadSquared, achieved a 25% increase in conversions, a 60% rise in agent productivity, and a 35% increase in calls per agent per day.


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