Case Study: Universal Sompo achieves 35% increase in new lead acquisition with LeadSquared

How Universal Sompo Increased New Lead Acquisition by 35%

Universal Sompo General Insurance faced flat persistency and slow new-lead growth despite strong overall premium growth and a large field force of 560 Relationship Managers. Sales operations were fragmented — renewal and lead data lived in error-prone Excel sheets, Branch Managers had no real-time visibility into RM activity, and there was no central sales execution platform. To address this, Universal Sompo partnered with LeadSquared and adopted LeadSquared’s mobile CRM/sales execution platform.

LeadSquared deployed a mobile-first sales execution framework with mandatory check-ins, low-engagement alerts for managers, on-the-spot lead and renewal entry, geo-tracking to prevent misrepresentation, activity nudges, and actionable reports. Within six months the solution drove a 35% increase in new lead acquisition, a 10% improvement in renewal rate, and a 2.5x rise in daily intermediary engagement, giving Universal Sompo much better visibility and execution discipline.

Universal Sompo