Case Study: Trailstone Insurance Group boosts engagement and performance with SalesScreen

Trailstone Insurance Group boosts engagement with SalesScreen as it grows 40% year over year

Trailstone Insurance Group, a fast-growing independent insurance agency, needed a way to motivate its remote sales agents and visualize performance data, moving beyond static dashboards that lacked engagement. They turned to SalesScreen for its gamification platform to foster a more connected and competitive environment.

SalesScreen implemented a solution featuring real-time leaderboards, personalized celebration videos, and peer-to-peer endorsements. This transformed their culture by making achievements visible and fun, leading to increased agent engagement and accountability. The vendor's tools helped contribute to Trailstone's ongoing success, which includes a consistent 40% year-over-year growth rate since 2013.

Trailstone Insurance Group