Case Study: ORCA Life achieves 33% higher revenue per agent and faster onboarding with MindTickle

How Replacing Face-to-Face Onboarding with Mindtickle Increased Revenue for ORCA Life

ORCA Life, a Louisville-based final expense insurance company, struggled to deliver consistent field training and onboarding as it shifted from face-to-face selling to telesales during COVID-19. To scale and digitize seller readiness, ORCA Life turned to MindTickle’s sales readiness platform—using features like Missions, bite-sized coach recordings, and role‑play—to capture top-performer pitches and make training accessible remotely.

Using MindTickle, ORCA Life migrated conference calls and tips into the platform, built role-plays and Missions, and redesigned onboarding—reducing average time-to-first-deal from 5–6 weeks to 2 weeks, increasing revenue per agent by 33%, growing overall production year-over-year, and developing 35 power users out of a 125-user community. ORCA Life also reports significant admin and leader time savings and plans to replace two weeks of shadowing with one week of MindTickle training plus short ride‑alongs to sustain scalable growth.

ORCA Life

Lindsey Curry

Agency Leader