CASE STUDY

Insurance

Commercial Sales

Predictive Analytics Connects Sales Agents with Similar Sales Leads

An insurance company used boodleAI's platform to predict which prospects were most similar to a particular sales agent. This allowed the company to assign leads to the best rep for the prospective account.

The Challenge

An insurance company relied on telephone outreach by sales agents to generate and close sales.  The Sales Director believed that assigning leads based on similarity would result in increased sales but did not have the ability to match leads to sales agent backgrounds.

Use of Guidon by boodleAI

Using boodleAI's platform, the company used instant guidons to predict the generation, state of greatest affinity, education level, and languages spoken by leads.  The company then used these predictions to assign leads to sales agent. 

The Results

The sales agents appreciated having additional information about their leads and being assigned leads based upon their own similarities to a potential client.

Features Used

  • Predictive Analytics (Instant Guidons)

Benefits Produced

  • Ability to assign leads based on predictions
  • Ability to increase sales conversion rates
  • Ability to save Sales Agents time and effort

Investment

  • Purchase of Guidon Annual License
  • Compilation of donor records
  • 10 minutes to upload data to Guidon
  • 20 min to score current leads using instant guidons

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