Case Study: America’s most recognized brand in supplemental insurance boosts closing rates and revenue with Sutherland

A Sutherland Global Services Case Study

Preview of the America's Most Recognized Brand in Supplemental Insurance Case Study

America's Most Recognized Brand in Supplemental Insurance boosts close rates by 30% with Sutherland Global Services

A leading supplemental insurance provider faced challenges with a heavily manual sales process that slowed their speed-to-market for new products and compromised customer experience. They partnered with Sutherland Global Services to introduce an automation-led digital operating model to drive digital adoption and efficiency.

Sutherland implemented a reimagined direct-to-consumer sales journey using Conversational AI for lead pre-qualification and omnichannel platforms like Sutherland Connect. This solution resulted in a 30% improvement in close rates and an 80% reduction in sales cycle time. The insurer was able to scale its portfolio from 3 to over 10 products and achieved an average of 1.6 products per member through effective cross-selling.


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