Case Study: U.S. National Health Insurance achieves streamlined lead management and increased productivity with VanillaSoft

U.S. National Health Insurance - Customer Case Study

A U.S. national health insurance distributor based in the Dallas–Fort Worth area with 50–100 users, serving customers nationwide, needed a more user-friendly lead management and CRM solution. Their outbound calling operation with remote agents struggled with difficult-to-use software that hindered productivity.

They implemented VanillaSoft—replacing 3C Logic—to get streamlined lead routing and distribution, appointment setting, logical call scripting, progressive/preview auto-dialing, VoIP integration, custom data capture, and real-time dashboards. Ease of use and support earned five-star ratings, and the client says the system “helped increase our productivity immeasurably.”