Case Study: Allstate achieves #1 ranking in new auto & home policies and 375% producer productivity boost with Velocify

Producer productivity skyrockets with 375% more actions per user

Allstate agent David Williams faced a tough challenge breaking into the saturated New York market, competing against high-volume, high-tech insurers while prospects shopped online and got multiple quotes. Success required faster speed-to-contact, disciplined lead management and tools tailored to converting leads rather than a generic CRM.

Williams invested in Internet leads and implemented Velocify LeadManager with integrated Dial-IQ and quoting tools to automate follow-ups, prioritize leads and track performance. The results: a $2M book of business in 2½ years, #1 status for new auto and home policies, and dramatic productivity gains—actions per user up 375% and contacts per user up 175%—allowing faster quoting, better coaching and consistent conversion improvements.

Allstate

David Williams

Owner