Health Insurance Team Wins Big with 30% Higher Contact Rates and 75% Lower CPA

TL;DR

• A regional health insurance sales team struggled with declining contact rates, rising CPA, and increasing “spam likely” call labeling

• After switching to Convoso, they improved deliverability, speed to lead, and dialing performance

• Faster speed to lead, stronger caller ID reputation management, and real-time campaign controls helped drive more conversations and higher agent productivity

• Results: 30% increase in contact rates, 30% more sales, and a 75% reduction in cost per acquisition

Declining contact rates and rising costs hit health insurance sales teams hard

Health insurance sales teams are dealing with a tough reality: contact rates are falling, cost per acquisition is rising, and more calls are getting flagged as spam. Reaching qualified prospects is harder and more expensive, putting pressure on revenue.

We spoke with the divisional sales leader at a regional health insurance sales organization who was facing these exact challenges and needed to improve performance fast.

After switching to Convoso, his team saw immediate results: contact rates and sales increased by 30%, and cost per acquisition dropped by more than 75%.

“From what I’ve seen, there is no better dialer system than Convoso on planet Earth today,” he said.

Here’s what his team was up against—and what changed after switching to Convoso.

Agency challenges

• Slow speed to lead and poor contact rates led to high CPA and lead waste

• Low STIR/SHAKEN attestation led to blocked and spam-labeled calls

• Outdated, inflexible dialers hurt usability and efficiency

• Weak performance lowered agent morale

Our solutions

• Powerful predictive dialer software

• Unmatched speed to lead

• A-level attestation

• Proactive TCPA compliance support

• Dedicated Customer Success Managers

• Real-time reporting and customizable dashboards

Agency results

• 30% increase in contact rates

• 30% increase in overall sales

• 75% lower cost per acquisition

• Improved agent morale and sales momentum

• Easier-to-use interface improved workflows

Outbound calls weren’t reaching prospects

The divisional sales leader was watching more outbound calls get flagged as “spam likely” or blocked altogether, making it harder to reach leads.

After cycling through dialers like Xencall, VanillaSoft, and Salesforce, the issue only worsened, with fewer calls connecting successfully.

At the same time, lead costs were climbing fast. Cost per acquisition had surged as high as $2,000, making it clear his team needed a better way to reach prospects and control spend.

Fast, hands-on onboarding gets the team up and running quickly

With the busy open enrollment season just months away, the team needed to make a change fast but without disrupting performance. After switching to Convoso, the divisional sales leader saw a smooth transition. 

A dedicated support team guided onboarding, helped configure and optimize the system to fit their operation, and ensured everything was up and running quickly. Ongoing support remained just as responsive, with questions answered in minutes.

“I’ve never, ever had this level of customer service and tech support. Ever. It’s head and shoulders above anybody else,” he said.

Better call deliverability drives 30% higher contact rates

The payoff from onboarding the new system came fast. 

Convoso’s caller ID reputation management helps maintain strong number health, so fewer numbers are flagged as “spam likely.” The platform also delivers A-level STIR/SHAKEN attestation, so carriers can verify that calls are coming from a trusted source. 

With these powerful features in place, more of the team’s calls reached real prospects. Almost overnight, this regional health insurance sales group saw their contact rate jump by 30%. 

“We’re in the people business, and we’re trying to reach out and help people,” he said. “But if we can’t reach them because their phone’s not ringing because the technology that we’re using is inferior, then we’re doing a disservice to people all over this country who need help.”

For this team, that mission makes reliable technology essential. When calls go through, agents can do their job—and more people get the help they’re looking for.

Faster speed to lead drives 30% more sales

As leads age, contact rates and conversion rates drop. With a steady flow of high-cost leads coming in, the team needed a dialer that could handle volume and deliver lightning fast speed to lead.

With Convoso, calls connect to new leads immediately. The system automatically prioritizes new leads, allowing agents to reach prospects while interest is still high. With these new tools in place, the team saw an incredible 30% increase in sales.

“The speed of the call getting connected to that lead’s phone—it’s critical,” the divisional sales leader said. “It needs to be as fast as possible.”

Real-time campaign controls and dashboards improve efficiency

As performance improved, the team also gained more control over how they worked. The divisional sales leader pointed to the platform’s flexibility as a key advantage.

Agents can customize dashboards to focus on what matters most, while admins use real-time analytics and reporting to continuously improve dialing strategies and make faster decisions.

“Other dialer systems are very wonky. They’re just not very sophisticated,” he said.

With Convoso’s intuitive interface, updates that once took time can be made instantly. “I can go into my admin portal, and I can make changes in real-time, on the spot,” he said. “I can do it in seconds.”

That level of control makes the platform more effective for both managers and agents. “As an admin, I can pretty much tweak, change, modify, revise just about anything I want to, and it really makes it a much better, more useful tool for the agent,” he said.

Cost per acquisition drops over 75% while agent morale rises

All of these improvements added up quickly. With Convoso, cost per acquisition dropped by more than 75%, giving the team a clear path to higher profitability and growth.

But the impact went beyond the numbers. On the sales floor, the difference was immediate. With more conversations happening every day, agents were more engaged, confident, and motivated.

“Morale’s much higher. They’re excited. They’re fired up. They’re pumped,” the divisional sales leader said. “And that transmits from one call to the next.”

Improve contact rates and ROI with Convoso

Convoso helps sales and lead generation teams connect with more prospects and convert more opportunities. Customers report major gains of up to 3X higher contact rates, leading to stronger conversions and improved ROI.

Schedule a demo to learn how Convoso can help you increase contact rates, improve efficiency, and drive more revenue.