Case Study: Financial Service Company achieves 35.3% health insurance conversion with TTEC

Financial Service Company - Customer Case Study

Financial Service Company partnered with TTEC to expand beyond financial services and launch health insurance products for its customers. The challenge was entering a highly competitive health insurance market while maintaining cost-effective acquisition, strong customer experience, and operational accuracy during a new pilot program.

TTEC supported the pilot with licensed sales representatives for Medicare Prescription Drug and ancillary products such as dental, vision, and accidental supplements, while also advising on best practices and process optimization. The program delivered a 35.3% conversion rate during the initial ramp period, 100% call handling accuracy, and a 40% sales conversion rate in the second year, surpassing the client’s goals.