Insurance Brokerage Boosts Sales by 50% with a Smarter Omnichannel Call Center Platform

Every insurance call center faces the same brutal reality: contact rates slipping, leads going cold fast, and “Spam Likely” tags wrecking your best outreach efforts. Add in the pressure to stay compliant and the constant need to juggle massive lead lists, and it’s no wonder so many teams struggle to keep up, let alone grow.

Allied Health Agency knows that reality firsthand. For 15 years, the brokerage has been helping people across the U.S. find the right health insurance. But like many in the industry, it hit a breaking point. 

Outdated tools and manual processes slowed the team down. Competitors started leaning into advanced dialing technology, leaving Allied Health behind with its basic dialer, Excel spreadsheets, and zero automation. It quickly became clear that it needed to level up with more powerful software.

After trying a few different dialers with lackluster performance, the team found Convoso — a platform built for speed, automation, and deep customization. They made the switch, and haven’t looked back. 

"The amount of revenue we generate with Convoso is significantly higher in comparison to other dialers."

We spoke to Vishnuvardhan Veluru, Analytics and Growth Manager, to get the details on how Allied Health upgraded its operations with Convoso.

Outpacing the competition with lightning-fast lead response

Convoso had an immediate (and immense) impact on Allied Health’s operations and revenue. One of the primary metrics the team tracks is how many sales they close within the first 10 dial attempts. 

The faster they close the sale, the lower the CPA is, and the faster agents can move on to the next lead. With Convoso, this metric soared from 50% to 80% of sales closed within 10 dials. 

Convoso also supercharges Allied Health’s speed to lead. “Convoso has one of the best speed-to-lead times. It’s not even an entire second. It’s about 0.007 seconds to connect,” Veluru says. That’s faster than the blink of an eye!

That kind of speed helps its agents beat competitors to the punch and lock in sales before others even get a chance. “The quicker you reach the customer the better the number of sales will be,” he says. 

And the overall conversion rate has climbed, too. With previous dialers, Allied Health’s conversion rate hovered around 6%. Convoso has pushed that number up to about 9%, driving a 50% increase in sales. 

"We do about 50,000 to 70,000 leads a week, so a 2% to 3% conversion rate increase is a big deal when you’re working with that kind of volume.” To put it in perspective, a 3% conversion increase on 70,000 leads translates to an extra 2,100 sales in a single week. 

“The amount of revenue we generate with Convoso is significantly higher in comparison to other dialers,” he says. “Maybe you’re paying less with other dialers, but you have to look at ROI. And from an ROI standpoint, Convoso definitely helps us.”

Compliance tools that safeguard every call and campaign

Staying compliant is mission-critical for a company dialing tens of thousands of leads every week in an industry loaded with regulations. 

Before Convoso, Allied Health handled leads manually, with limited tools to flag duplicates or scrub against Do Not Call (DNC) lists in real time. That created serious exposure to compliance pitfalls and inefficiencies.

Convoso’s built-in safeguards tightened compliance and removed manual guesswork. Every lead is now automatically checked against federal DNC lists and flagged for duplicates. Convoso also layers in critical state-level protections, automatically blocking calls during restricted hours or to state-regulated numbers — no matter what the workflow says.

“Even if you ask Convoso to dial, it will override your request and block the call if there’s a state-level restriction,” Veluru says.

Allied Health has been in the game for over a decade and has worked with Convoso for 10 years. Veluru pointed out that it’s never had a successful TCPA claim filed against it — a record he credits in part to the strength of its compliance processes with Convoso. 

“All the leads we contact are fully consented and scrubbed against the national DNC list,” he explains. “And if there’s any unsubscribe or opt-out response, whether by phone or SMS, that’s fully automated within Convoso’s workflows.”

With Convoso running automated checks, supporting state and federal regulations, and updating lead statuses in real time, Allied Health has locked down a smarter, safer way to work its leads. 

Seamless omnichannel campaigns keep leads engaged and moving

Allied Health runs a phone-first operation, but Convoso powers a fully integrated outreach strategy that brings calls, SMS, and email together in one platform. That setup allows the team to scale faster, respond in real time, and keep agents focused on selling.

“We’re a heavy outbound call campaign,” Veluru says, “The whole objective of SMS or email campaigns is to get the customers on the phone.” 

Because Allied Health offers highly customizable insurance products, conversations need to happen live, not over long email threads or endless back-and-forth texts. Convoso supports that by launching all three channels in sync and driving every touchpoint toward a phone call.

As soon as a lead enters the system, Convoso triggers a call, a personalized email, and an SMS message, giving Allied Health multiple chances to connect fast. When a prospect replies to a text, Convoso routes the response directly into the platform so agents can respond instantly without leaving the dialer platform.

This level of integration is essential. “Without this, agents would have to stop dialing, log into another system, check for responses, reply, and then log back into the dialer. It defeats the whole purpose of keeping agents on the phone,” Veluru says.

In addition to Convoso’s omnichannel solution improving efficiency, it also gives Veluru complete visibility across all channels. He can see how SMS, email, and dialing campaigns are performing, align those insights with call outcomes, and make real-time adjustments to boost performance. 

“Having all three in one place helps me understand what’s going on in the back end so we can optimize and get better results,” he says.

Sophisticated workflows simplify the sales process

Vishnu works closely with Convoso every day and knows firsthand what the platform is capable of. “I’m very operational, very hands-on. That’s what makes me understand how sophisticated the software is,” he says.

That sophistication is central to how Allied Health has streamlined its sales process. Convoso handles the heavy lifting, like automating repetitive tasks and minimizing admin work, so agents can stay focused on closing sales.

“If you talk to other agencies, their agents have to put in a lot of administrative work to be successful,” Vishnu says. “At Allied Health, all they have to do is educate the client and help them get the most out of the products we offer.”

A key part of that efficiency comes from the deep library of workflows Allied Health has built inside Convoso, covering every possible customer action.

“We have a ton of workflows that respond to each customer,” Veluru explains. “If they ask for a quote, then there’s a workflow that follows. If they’re asking to unsubscribe, we have a workflow that takes care of it. Whatever the customer’s response, Convoso automates the follow up.” 

Convoso also supports a sophisticated dialing cadence that Allied Health built to maximize contact rates and conversions. Veluru notes that other platforms struggled to keep up with the team’s advanced cadence pattern, but Convoso has no trouble sustaining it. 

Customer support that helps Allied Health keep leveling up

A powerful platform is only as good as the support behind it. For Allied Health, Convoso’s customer service has been a real differentiator. Veluru and his team get responsive, knowledgeable support at every step, from onboarding to daily operations, making it easy to resolve issues quickly and keep momentum up.

“Everyone is well educated about the product they are offering. They’re ready to help the customer as much as possible, and they’re very patient,” he says. “I like that. Not many products offer that level of service.” 

One standout feature: Convoso pairs every customer with a dedicated Customer Success Manager (CSM). Veluru speaks to his regularly. “I had a conversation with my CSM two weeks ago about what we wanted to do, how we’re doing, the health of the campaigns, is there anything that we can further optimize in terms of our dialing cadence and whatnot.” 

That proactive, knowledgeable support helps Allied Health refine its workflows and get more out of the platform over time. Veluru says the strong working relationship with Convoso’s team is a key factor in driving company growth.

A smarter, faster future for insurance sales

With Convoso, Allied Health has reworked its entire outbound sales strategy—replacing manual processes with automation, tightening up compliance, and dramatically improving how quickly and effectively its team connects with leads. The company now operates with more speed, precision, and scalability, setting a new standard for its outbound campaigns.

Insurance sales teams across the industry face the same challenges: declining contact rates, stricter regulations, and increasing pressure to do more with less. 

Ready to tackle those challenges head-on? Sign up for a demo and see how Convoso can help your team close more sales faster.