Marilyn Todd Insurance, an Allstate agency, sees a 20% Lift in Quote Rates

Regal.io increases Quote Rates, Answer Rates, Call Duration and Call-Backs. With branded calling from Regal.io, Marilyn Todd Insurance (Peachy Insurance) saw a dramatic lift in key performance metrics.

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CASE STUDY
INDUSTRY

Insurance

IN NUMBERS

Regal.io's platform helped Peachy (Marilyn Todd Insurance) to compete effectively in a highly competitive insurance industry.

20%

Lift in Quote Rate

8%

Lift in Conversion Rate

40%

Lift in Callback Rate

Andrew Filar

Managing Partner/CEO, Peachy (Marilyn Todd Insurance)

"Regal.io has helped improve our quote rate by 20% with their spam remediation and branding services. While 20% may not seem like a huge number at first, when you’re making 5,000+ outbound calls a day, its massive! If you’re doing outbound calling in 2023, working with Regal is one of the easiest decisions you can make. The incremental revenue, the ROI, and the guidance of the Regal team more than justify the cost."

PROBLEM:

Low Answer Rates and Few Call-backs

While Marilyn Todd Insurance is one of the top insurance companies in the business, the insurance industry is also incredibly competitive. In order to convert leads, it is imperative to be able to speak to interested prospects within seconds of them filling out a lead form. To reach interested prospects, Marilyn Todd Insurance has a team of over 40 agents who make over 80K calls per month when prospects submit a lead form online. As soon as a new lead comes in, it is assigned to an insurance agent to quickly make a call.

However, despite their national presence and reputation, Marilyn Todd Insurance was struggling with low answer rates and few call-backs, which became more frustrating as the economy restricted. They were using an insurance-specific contact center technology platform, but it wasn’t solving the problem. Over 80% of their calls were being marked with spam flags.

That's when Regal.io stepped in and showed the company that their low answer rates were due to spam flags that were being placed on their calls by the major phone carriers. Regal.io suggested Branded Caller ID  as a potential solution to the problem. After running an initial pilot, Marilyn Todd saw significant improvements in their callback rates and signed up to become a Regal customer.
SOLUTION:

Spam Remediation Breaks Through Walls for Marilyn Todd, an Allstate agency

After implementing spam remediation services from Regal.io, Marilyn Todd Insurance quickly saw a dramatic lift in key performance metrics. Over 64K monthly calls that previously had been marked “spam likely” were now reaching customers. Customers answered more calls and were willing to talk more, allowing relationships to happen faster, forging the path to higher conversion. One agent experienced an increase in 15 additional callbacks per day. The company also saw a significant improvement in quote rates, talk time, call-back rates, and revenue lift.

Regal.io's technology platform has helped the company to compete effectively in a highly competitive insurance industry.

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ABOUT THE CUSTOMER

When customers want to explore options for protecting their home, personal property, or financial future, Marilyn Todd Insurance is there to answer any questions. As one of the largest Allstate agents in the country, they pride themselves on providing the best rates available and a hands-on approach to customer service. Their agents take the time to listen to customer needs and tailor policies to fit those specific needs.

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Kevin Heung

VP Performance Marketing, SoFi

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Read the Case Study

Jacques Rojahn

Head of Sales, Career Karma

"With Regal.io's journey builder and intelligent routing capabilities, we are able to streamline our outbound sales process. We are able to assign a prospective student to our coaching team to create a more consistent and impactful experience for our community."

Read the Case Study

William Lucas

Senior Manager, Club Z!

"Regal.io instantly doubled our answer rates and improved productivity of our sales team. We have been able to consolidate what we used to do in three separate systems all into one place while personalizing our outreach to prospects."

Read the Case Study

Scott Chesrown

Co-Founder & COO, Perry Health

"Regal.io instantly made our enrollment team 4x more productive. Now that we have improved our speed to lead, we use Regal.io's journey builder and reporting to personalize, measure and optimize the experience for each customer."

Read the Case Study

Leila Kutler

Senior Director, Strategy & Growth, Angi

"Regal allowed us to invest in a personalized conversational experience for our members, and to A/B test how to best support homeowners at key moments."

Read the Case Study

Manuj Goyal

Product Manager, The Farmer's Dog

"Starting a phone sales program to call our unconverted leads and existing customers was so straightforward with Regal. And we are seeing a 58% lift in conversion."

Read the Case Study

Sarah Haselkorn

VP Sales & Support, MakeSpace

"After launching Regal with Branded Caller ID on cell phones for our lead outreach calls, we saw a 20% lift in conversion at a 20x ROI within a week. We've been looking for a solution like this for years!"

Read the Case Study

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