Stridely Solutions partnered with a leading US insurance provider to optimize their lead-scoring and conversion strategies. Despite handling 250-300 daily leads, the client struggled with data duplication, manual lead processing, and inefficient prioritization, resulting in missed opportunities and lower conversion rates. They required a predictive, automated solution that seamlessly integrated with their existing CRM without disrupting operations.
To address these challenges, Stridely Solutions implemented a custom lead-scoring system using predictive analytics, RPA, and data enrichment tools. A predictive scoring matrix was developed to classify and prioritize leads based on intent and purchasing potential. RPA automated lead processing, reducing manual effort, while analytics-driven insights improved customer segmentation and engagement.
The solution led to a 40% reduction in lead processing time, a 25% increase in engagement with high-value prospects, and a 15% improvement in customer profiling. With streamlined operations and data-driven decision-making, the client significantly enhanced sales outcomes, conversion rates, and profitability in the competitive insurance market.