Case Study: Canopy achieves streamlined open-enrollment lead management with Zendesk Sell

Insurance agency tackles open enrollment lead surge with Sell

Canopy, a Kansas-based insurance agency founded in 1976 that specializes in health and supplemental insurance, faced a surge of inbound leads and calls after ACA open enrollment and from a major carrier’s overflow. Without a cohesive CRM—relying on legacy systems and spreadsheets—Vice President of Operations Justin Fallein sought a modern solution and selected Zendesk Sell for its intuitive, easy-to-use platform.

Zendesk Sell was rolled out across producers, agents and account managers to provide real-time, customizable CRM functionality, document storage and robust reporting and analytics. Within a year and a half Canopy moved from fragmented tracking to a centralized system that delivers better visibility into data, end-to-end lead tracking and mobile sales management—improvements that have driven higher rep productivity (with Sell’s tools marketed to make reps up to 10x more productive) and positioned the agency to handle future enrollment surges.

Canopy

Justin Fallein

Vice President of Operations, Canopy