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Customer Stories
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Gaudio Insurance Group


GAUDIO INSURANCE GROUP SEES A 123% LIFT IN ANSWER RATES AND 23% LIFT IN CONTACT
RATES

With the help of Regal, Gaudio Insurance Group not only has been able to contact
more customers effectively, but have more engaged customers speaking on the
phone with them.

CASE STUDY
INDUSTRY

Insurance

IN NUMBERS

With branded calling capabilities from Regal.io, Gaudio Insurance Group saw a
dramatic lift in key performance metrics.


123%

Lift in Answer Rates


70%

of Answered Calls Last Over 1 Min.


647%

Lift in Average Talk Time



JONATHAN GAUDIO

Agency Owner, Gaudio Insurance Group

"REGAL.IO HAS HELPED US IMPROVE OUR OVERALL LEAD CONTACT RATES BY 23% WITH THEIR
SPAM REMEDIATION AND CALL BRANDING SERVICES. THIS HAS ENABLED OUR AGENTS TO
REACH MORE CUSTOMERS, HAVE MORE MEANINGFUL CONVERSATION AND DRIVE SIGNIFICANT
INCREMENTAL REVENUE. I WOULD RECOMMEND REGAL.IO TO ANYONE THAT RUNS AN OUTBOUND
SALES TEAM."


GAUDIO INSURANCE GROUP'S RESPONSE STRATEGY

Since the insurance industry is incredibly competitive, it is important to be
able to reach prospects quickly when they are ready to engage.

Within seconds of prospects filling out a lead form, calls must be made to
prospects.

To reach interested prospects, Gaudio Insurance Group has a team of over 25
agents who make over 10K calls per month when prospects submit a lead form
online. When a new lead comes in, it is assigned to an insurance agent to
quickly engage with the prospect.


PROBLEM:


POOR ANSWER RATES AND SHORT AVERAGE TALK TIMES

However, despite their strong efforts and capable team, Gaudio Insurance Group
struggled with low answer rates, low average talk times, and calls being marked
Spam Likely, which became even more difficult as the economy faced headwinds.
They were seeing answer rates lower than 10% and an average talk time of 11
seconds with customers, which impacted their top line revenue figures.

With a consultative approach, Regal diagnosed that the company had low answer
rates due to spam flags that were being placed on their calls by the major phone
carriers and lack of branding on their phone calls. Regal suggested Branded
Caller ID as a solution to the problem. After running an initial pilot, Gaudio
Insurance Group saw significant improvements in several metrics across the
board, including answer rates, average talk times, contact rates, and proportion
of calls with customers that lasted over a minute.
SOLUTION:


BRANDED CALLER ID DRIVES HIGHER CUSTOMER ENGAGEMENT FOR GAUDIO INSURANCE GROUP

Gaudio Insurance Group first started using Regal’s spam remediation services to
remove Spam Likely flags from their calls.All 10K of their monthly outbound
calls were effectively reaching customers instead of being marked Spam Likely.

Gaudio Insurance Group then adopted Branded Caller ID to see its impact on
overall engagement. Since phone calls now said “Gaudio Insurance Group” as the
Caller ID, prospects could quickly identify that a trusted party was calling
them. This improved answer rates significantly and resulted in more longer
duration calls with prospects, which is indicative of amore effective sales
engine. Regal.io's technology platform has helped the company to compete
effectively in a highly competitive insurance industry.

The results of the new treatment were dramatic. Within a single quarter the
answer rate increased by an incredible 66% (from 15% to 25%), which led to a
strong 5% lift in overall conversion.
RESULTS:


LIFT IN ANSWER RATES, CONTACT RATES AND HIGHER TALK TIMES

Gaudio Insurance Group instantly saw a 123% lift in answer rates from 13% to 29%
from using Regal's Branded Caller ID capabilities. Their contact rates also saw
a 23% lift from 35% to 43%.

70% of their calls now lasted over a minute with prospects and average Talk
Times  increased by 647% from 17 seconds to 127 seconds.

Going forward, Gaudio Insurance Group has the confidence to continue growing
their sales team and driving additional top line revenue - Regal has played a
major role in helping provide a more effective sales touch and exceptional
customer service.


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ABOUT THE CUSTOMER

Gaudio Insurance Group is one of the highest rated Allstate insurance agencies
which offers a wide range of insurance products, including auto insurance,
homeowners insurance, renters insurance, motorcycle insurance, business
insurance and more.

Gaudio Insurance Group is highly customer-centric and ensures the best possible
rates for their customers.

When customers want to explore options for protecting their home, personal
property, or financial future, Gaudio Insurance Group is there to answer any
questions.


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PROSPECTIVE STUDENT TO OUR COACHING TEAM TO CREATE A MORE CONSISTENT AND
IMPACTFUL EXPERIENCE FOR OUR COMMUNITY."

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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."

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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."

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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."

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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."

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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!"

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TREAT YOUR CUSTOMERS LIKE ROYALTY

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