Case Study: Vitality achieves 87% sales growth and faster lead conversion with Microsoft Power BI

Vitality - Customer Case Study

Vitality, a UK health and life insurer, was hampered by a slow, manual lead-management process that lost promising website leads, lacked real-time tracking, and relied on Excel extracts. To gain real-time insight and streamline workflows they engaged Microsoft Power BI for analytics and dashboarding, working with partner The CRM Team to redesign processes and underpin a new CRM-enabled lead management approach.

By combining Microsoft Power BI reporting with a reworked CRM workflow delivered rapidly by The CRM Team, Vitality cut lead handling from as long as 90 minutes to seconds, reorganized teams for real-time lead focus, and improved conversion. The change produced an 87% increase in sales in seven months and lifted the unit’s contribution to group income from 3% to 7%, with targets to reach 10–20% as the transformation continues.

Vitality

Keith Boyle

Head of D2C Division