Maximizing Efficiency With BPO For Vouch Insurance Company

About the Project

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  01

  Challenge

  When Vouch's president and chief operating officer first met with AgainAgain Agency, Vouch was looking for a cost-effective way to support ongoing operations while investing in growth. Working with their existing and new producers, they found that too much time was spent on administrative tasks such as scheduling, prospecting, and CRM updates. Vouch also wanted the service they used to be secure, remote, and easily scalable. While they needed a way to provide producers with sales and administrative support across the entire operations cycle, they didn't want or need ongoing, one-on-one support for each producer, nor did they need those people to be physically located in their offices. They wanted optimal support for their growers while spending more time building relationships and developing new business. That's when AgainAgain Agency was brought in to provide administrative and top-of-funnel sales support.

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  02

  Key requirements

  Vouch wanted their producers to spend more time building relationships and developing new business without adding ongoing support.

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  03

  Solution

  Starting with a pilot project of five AgainAgain's assistants, Vouch quickly saw the value and impact of the additional support. AgainAgain's assistants began by organizing all existing account information in Salesforce and clearing out unnecessary data, ensuring that producers had accurate and up-to-date information when approaching prospects. Prialto's Engagement Manager is currently working with manufacturers to create customized processes to maximize their efficiency.

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  04

  Achievements

  Salesforce Clean-Up + Management

  AgainAgain Agency worked with Vouch to develop Salesforce best practices to ensure assistants understood what key information to investigate, including MOD numbers, calculating estimated bonuses, and ranking accounts based on certain criteria. AgainAgain's Assistants takes this data into account to keep your contacts and accounts up to date with all the latest information. Producers now spend all their time with prospects and clients without wasting time updating and monitoring constantly updated information.

  Prospect + Account Research

  As Vouch expanded into new regions, they discovered that their manufacturers were spending too much time prospecting and not enough time in the market. POs took care of all aspects of lead research, including CRM updates and follow-up reminders.

  Tear Sheets

  Researching clients and potential clients before meetings was tedious and time-consuming for producers. Together, AgainAgain and Vouch created a tear-off template that each producer could customize to capture the information that was most important and relevant to them. Assistants now conduct pre-meeting research on contacts and companies, automatically entering data so producers head into their meetings with key data without wasting time researching and analyzing the data.

  Expanding Across the Organization

  Because AgainAgain Agency has proven its effectiveness in working with production teams, the service was used to support organizational change within Vouch's security consulting team. A staff assistant supporting the team was promoted, and AgainAgain stepped in to help her transition into her new role. After an appropriate period of training, AgainAgain provided support to security consultants working in the field. Most of their operational tasks and processes, such as time tracking, expense management, and document formatting, have become automated. Field consultants had a smooth transition and were able to concentrate on sales.