Velocify
19 Case Studies
A Velocify Case Study
GoMedigap, a customer-focused provider of Medicare supplemental insurance, faced the twin challenges of competing in a crowded market and responding quickly and appropriately to senior prospects whose needs are sensitive. Their sales team needed better call prioritization and a reliable follow-up process to make the right first impression and manage a high volume of leads.
By deploying Velocify, GoMedigap introduced a prioritized calling queue, automated multi-step lead nurture (including backend emails) and customizable workflows specific to their product. The system prompts agents to complete seven calls within two days and handles email follow-up, streamlining reps’ work, improving response times, and enabling rapid team expansion—sales staff grew 100% to 14 with plans to reach 20.
Kevin Walbrick
Executive