Case Study: Easy Insurance Scripts achieves consistent insurance training and customer service with Zingtree

In partnership to provide insurance agencies with powerful interactive scripts

Easy Insurance Scripts helps more than 2,500 independent insurance agencies across the U.S. and Canada improve profitability by providing online scripts for policies, procedures, marketing, HR, errors & omissions, and customer service. However, founder and CEO Ted Baker saw that many agencies lacked consistent training and guidance for new staff and incoming agents, and the company needed a scalable way to support those interactions. To solve this, Easy Insurance Scripts turned to Zingtree and its interactive decision tree platform.

With Zingtree, Easy Insurance Scripts built standardized, interactive call and training scripts that help insurance agents navigate conversations, answer policy questions, and deliver more consistent service. The result was immediate ROI for Easy Insurance Scripts, with improved agent productivity, better customer experiences, and more effective training across its network. Zingtree also added reporting and analytics to help the company track usage and refine the experience.

Easy Insurance Scripts

Ted

Founder & Chief Executive Officer