Case Study: Carida Insurance achieves 94% agent occupancy and exceeds AEP goals with PX

Carida Insurance achieves 94% agent occupancy with PX

Carida Insurance, a company that helps seniors find Medicare coverage, faced operational inefficiencies from managing numerous vendors and platforms. This setup drained resources and hindered agent productivity. Their challenge was to consolidate these vendors, keep agents consistently on the phone, and enhance policyholder retention. They partnered with PX to use its customer acquisition platform to address these issues.

PX provided an end-to-end solution by centralizing Carida's customer acquisition activities onto one platform, integrating an Agent Availability API to minimize dropped calls, and piloting a retention campaign. As a result, Carida achieved a 94% agent occupancy rate, maintained a cost per acquisition under $300, and saved $352k. The efforts also led to 1,100+ policies written and successfully retained 50-60% of at-risk policyholders.

Carida Insurance