Case Study: Voluntary Insurance Partners boosts field sales organization and follow-ups with RepMove

Voluntary Insurance Partners boosts field sales with RepMove and 30 daily visits per rep

Voluntary Insurance Partners, a fast-growing voluntary benefits brokerage, faced a challenge organizing its dozens of field reps who were relying on spreadsheets and notes. This made it difficult to manage their books of business, plan efficient routes, and stay on top of follow-ups, which hindered sales growth. They implemented RepMove to bring organization to their field operations.

Using RepMove's field sales app, VIP's reps became more organized and prepared. The solution helped them plan optimal routes, manage reminders for follow-ups, and identify new prospecting opportunities nearby. As a result, reps increased door-knocking around visits and saw their account openings grow. RepMove was so integral that the team adopted it universally, with some reps becoming highly dependent on it for their daily function.

Voluntary Insurance Partners