Case Study: Vantis Life boosts sales efficiency with P2 Automation's custom P2xRM system

Life Insurance Company Gets Custom P2xRM System That Exactly Fits Its Sales Process and Empowers Sales

Vantis Life Insurance Company, a Connecticut-based provider of life insurance and annuities, faced a challenge with its sales process. Their CRM, GoldMine, did not fit their direct sales model, forcing agents to juggle multiple systems and creating an inefficient workflow that slowed down call center operations. To address this, they turned to P2 Automation for a solution.

P2 Automation implemented a custom-built P2xRM system designed to mirror the company's specific sales script and process. The solution enabled agents to complete essential tasks like lead capture, prospect prequalification, and quote generation in under four minutes instead of fifteen. This dramatic efficiency gain for Vantis Life's agents significantly increased the number of calls per hour and overall sales volume, while also providing powerful real-time dashboards and reporting.

Vantis Life Insurance Company

Mary Hale

Sales Manager