Case Study: Financial Insurance Services Company boosts Medigap sales with Sutherland Global Services

Financial Insurance Services Company - Customer Case Study

A major financial insurance services company, a privately held Fortune 500 provider, needed a partner to help it meet aggressive sales targets for its Medicare Supplement Insurance. Their previous vendor was focused on cost and could not achieve the new goals. The client turned to Sutherland Global Services to transform its operations by improving talent, processes, and technology in time for the next annual enrollment period.

Sutherland Global Services established a support center staffed with over 35 highly qualified, licensed agents and leveraged its blended call and customer relationship management technology. This new team and tech stack handled inbound inquiries and outbound sales calls. The partnership exceeded its first annual sales goal of $8 million by 12%, bringing in over $9 million in new business. The following year, they surpassed a new $10 million goal by 20%, generating an additional $2 million in revenue.