Case Study: Max Life Insurance achieves 75% increase in process efficiency with LeadSquared

Max Life Insurance increases Process Efficiency by 75%

Max Life Insurance, a well-established provider of protection and long-term savings products, faced slow, error-prone manual processes for its B2B/group insurance business — from fragmented customer touchpoints and inefficient lead handling to cumbersome quotation approvals and poor tracking of quotation versions. To modernize sales operations and speed up complex group quotation cycles, Max Life partnered with LeadSquared, using its CRM and intelligent sales automation platform, workflow editors, and multi-channel lead-capture capabilities.

LeadSquared implemented multi-channel lead capture, automatic lead distribution, preset RFQ automations, approval workflows, and customizable lead stages to streamline end-to-end processes and reduce manual data entry. As a result, Max Life gained a 360° customer view, dramatically faster quotation turn-around times and a 75% increase in overall process efficiency, enabling higher sales productivity and scalable, consistent handling of group business.

Max Life Insurance