Case Study on Appointment Setting Services to a Leading Insurance Company

Flatworld Solutions Delivered Appointment Setting Services to a Leading Insurance Company

The Client

The client is one of the premier employee benefits firms for businesses of all sizes. They provide the best service, education, HR technology, and benefits to business owners and their employees.

Client's Requirement

The client was looking for an outsourcing partner with prior experience in providing appointment setting services to US firms. who would be more dedicated and process oriented. They were keen on building a team with the right attitude that would be more dedicated and process oriented through thorough governance maintaining 100% transparency in the service delivery.

Business Challenge

The client is a veteran and understood the importance of the learning curve and challenges in outbound projects. However, they were extremely unsure of the productivity and lack of valid appointments set. The client’s challenges included -

  • Lack of Revenue
  • No proper disposition on the client touchpoints
  • No reporting system
  • Lack of governance
  • Less than 5% connects
  • Almost nil ROI
  • Misutilization of data from D&B
  • Negative word of mouth
  • Data Theft

Our Solution

To address the client’s challenges, we -

  • Deployed assets and qualified resources
  • Leveraged a low-cost offshore unit
  • Leveraged the neutral accents of Indian resources
  • Implemented business process improvements
  • Coordinated between onshore and offshore teams
  • Finetuned the pitch and rebuttals by the QMS team
  • Performed reporting and effort and performance tracking
  • Ensured that there was no data theft

The Result

The client is extremely pleased with the performance of the team. The specific gains to the client were -

  • 30% increase in the connect ratio
  • Better quality of valid appointments
  • 25% increase in closure ration from the appointments set
  • Improving the overall revenue and profitability by over 50% and moving towards a greater ROI

Outsource Appointment Setting Services to Flatworld Solutions

When it comes to appointment setting and lead generation services, we are the go-to vendor. We are the industry leaders in both domestic and international markets with more than 19 years of experience in a wide range of lead generation and appointment scheduling services.

Simply get in contact with us if you need appointment setup services, and we'll help you conquer your market.

Contact Us


Decide in 24 hours whether outsourcing will work for you.

We respect your privacy. Read our Policy.

Info Email


Flatworld Solutions

116 Village Blvd, Suite 200, Princeton, NJ 08540


Aeon Towers, J.P. Laurel Avenue, Bajada, Davao 8000

KSS Building, Buhangin Road Cor Olive Street, Davao City 8000

Our Customers

  • Movement Mortgage
  • Alcon
  • ARI
  • Maximus
  • Redwood E-Learning Systems

Call Center Services in Philippines Hire Talented & Friendly Agents for your Call Center Read More