Customer Story

National Life Insurance Agency Revolutionizes Lead Management Systems with CSG Journey Orchestration

Learn how a national life insurance agency revolutionized the lead management systems with CSG journey orchestration.

Read customer story

Highlights

Assign customers to the right agent based on online interactions
Automatically send notifications to agents and transfer leads
Create a manageable agent experience and improve customer experience

Streamline Lead Management

A major life insurance provider was redesigning their lead management process to more quickly balance the demands of their agents and customers. The brand operates by distributing leads of interested customers directly to agents, who would then work with the customer one on one to determine the best policy for them.

While it had been extremely manual in the past, their new design would automate the process. They needed to connect the right customers to the right agent, and they had to manage this through a set list of priorities and agent availabilities.

Read customer story

Learn more about CSG Xponent