Case Study: Lifeshield doubles conversions and triples answer rates with Ozonetel

Lifeshield Insurance doubles conversions with an Ozonetel – HubSpot integration

Lifeshield, a US-based insurance brokerage founded in 2010, faced declining outbound performance during enrollment seasons due to poor call quality, lack of predictive/progressive dialers, and limited real-time reporting within their HubSpot CRM. To modernize omnichannel support and reduce agent friction, Lifeshield engaged Ozonetel to deploy its omnichannel contact center solution with native HubSpot integration.

Ozonetel implemented click-to-dial and predictive auto-dialers, auto-logging of calls and chats into HubSpot, Slack alerts for abandoned calls, area code–specific virtual numbers, and real-time agent monitoring with dedicated support. As a result, Ozonetel helped Lifeshield proactively connect with nearly 4,000 prospects, triple answer/connection rates and double conversion rates while noticeably improving agent productivity and campaign outcomes.

Lifeshield

Jason Richter

Lifeshield