Case Study: Fortune 500 Financial Services Company Achieves 35% Health Insurance Conversion with TTEC

Fortune 500 Financial Services Company - Customer Case Study

TTEC helped a Fortune 500 Financial Services Company expand into the health insurance market by supporting its new sales program for members. The client needed a way to launch health insurance products efficiently in a highly competitive industry while maintaining strong customer experience, accuracy, and brand integrity.

TTEC provided licensed representatives, sales call support, and best-practice guidance to test, measure, and refine the client’s new processes. The program achieved a 35.3% conversion rate during the initial ramp, a 100% call handling accuracy rate, and later increased sales conversion to 40% in the second year, surpassing the original goal of 20% to 30%.