With Regal, HealthBird was able to set up a journey that has a 14-step call sequence for each prospective lead. When a new prospective lead goes into the HealthBird website and selects their preferred insurance plan, HealthBird helps them enroll. This event triggers a call task to the HealthBird agent to call that prospect and complete the verification step. The agent is assigned to call the prospect twice per day for a 7 week period, with Regal handling the scheduling of those calls.

Instead of manually entering a phone number, HealthBird’s agents are assigned a call task through the Regal user interface. Agents can then easily press a button to trigger an outbound call to the patient as the next best action. With Regal’s Sales Dialer functionality, the next call is automatically dialed right after the previous call is completed.

When the customer receives the call, the call is branded from “HealthBird” instead of a “Scam Likely” caller ID, which drastically improves answer rates and builds trust into the conversation. Answer rates nearly doubled as a result. In addition, agent performance went from 3.5 sales per agent per day to over 9 sales per agent per day. The agents also experienced fewer call drops than with their prior solutions.

Lastly, the HealthBird team built a Live Agent view on their CRM specifically around Regal, using Regal’s API. It shows HealthBird’s partners which agents are available within Regal to take a call.

Without Regal’s platform for outbound customer engagement, HealthBird would have had a disjointed process for how they interact with their policyholders.

This would have limited their sales agent productivity and thus their revenue growth potential. After adopting Regal’s Sales Dialer, calls are automatically assigned and dialed out when the prior one is completed, which supercharged agent productivity. Regal.io's technology platform has helped the company to compete effectively in a highly competitive insurance industry.