Case Study: The Insurance Surgery boosts calls by 50% with Plecto and Aircall

The Insurance Surgery boosts calls 50% with Plecto

The Insurance Surgery, a UK-based life insurance broker, faced a challenge when the COVID-19 pandemic forced its workforce to remote work, exposing the limitations of its analog systems. Operations Manager Matt Vickers needed to digitalize operations and find a way to visualize team activity. The vendor Plecto, alongside its integration with Aircall, was identified as a solution to modernize reporting and performance tracking.

By implementing Plecto's real-time dashboards and gamification features integrated with Aircall, The Insurance Surgery centralized its sales data and created a culture of friendly competition. The vendor Plecto enabled live visualization of call metrics, which allowed managers to track performance instantly. This solution resulted in a 50% increase in calls made per day, with reps consistently exceeding 200 calls where 150 was previously the norm, directly boosting sales performance.

The Insurance Surgery