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Insurance Case Studies and Customer Success Stories with Convoso contact center

 

US Health Advisors - Insurance - Large

USA

Convoso's predictive dialer helped US Health Advisors, a national health insurance broker, increase sales by 30%. The company also reduced... its cost per acquisition by 75%. The sales team saw a 30% rise in contact rates, which boosted agent morale. Convoso's contact center software improved operations and helped agents reach more policyholders. These results show the impact of the right technology partner in the insurance industry.

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Senior Healthcare Advisors - Insurance - Medium

USA

Senior Healthcare Advisors used Convoso to improve their Medicare sales operations. They doubled their contact rates and reduced leaked voicemails.... Agent active time increased by over 50%. Closing agents’ wait times dropped by more than 80%. These changes led to record-setting enrollments, even in slow seasons.

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New Age Health Solutions - Insurance - Small

USA

Convoso helped New Age Health Solutions triple their contact rates, jumping from 5% to the high teens. The company reduced... agent turnover by 85% after switching to Convoso’s sales platform. ClearCallerID improved caller ID reputation and lowered spam labeling. Compliance tools automated regulations and reduced litigation risk. Agent performance reports and targeted training boosted productivity and revenue.

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Medigap Life - Insurance - Medium

USA

Medigap Life switched to Convoso’s dialer software and tripled its revenue. The company improved Medicare sales operations after struggling with... other platforms. Convoso’s automation and predictive dialer increased contact rates by 60-80%. Caller ID management reduced spam-labeled DIDs by 60%. Leaked voicemails dropped by 40%.

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A Florida-based Medicare call center - Insurance - Medium

USA

Convoso helped a Florida-based Medicare call center boost contact rates by 400%. The team switched from legacy dialers to Convoso’s... platform, improving live conversations and reducing daily call volume from 300,000 to 180,000. Lead costs dropped by 40%, and agent morale improved. Real-time analytics and accurate answering machine detection drove better results. Caller ID reputation management and intelligent routing supported both inbound and outbound growth.

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Senior Healthcare Advisors - Insurance - Medium

Boca Raton, USA

Senior Healthcare Advisors switched from Five9 to Convoso and doubled their contact rates with Medicare prospects. The agency reduced answering... machine encounters by 100 times and cut closing agents’ wait times by over 80%. Convoso’s answering machine detection and caller ID management tools helped agents spend more time talking to real people. The team set new enrollment records, even during slow seasons. Dedicated support and easy implementation made the transition smooth.

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Innovative Financial Group - Insurance - Medium

USA

Convoso helped Innovative Financial Group double their sales appointments and increase leads transferred by 2. 5 times. The switch to...Convoso enabled a new virtual sales model, leading to a 7X growth in headcount. Managers used real-time reporting and agent monitoring to improve training and coaching. Agents benefited from automated processes and dynamic scripting, reducing manual work. The company overcame dialing inefficiencies and expanded rapidly in the insurance sales market.

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EverQuote - Insurance - Medium

Cambridge, USA

EverQuote switched to Convoso to boost call center performance. The team saw a big increase in call volume and faster... speed to lead. Integration with Observe.AI gave quality assurance teams better tools and post-call insights. Dynamic scripting helped agents stay compliant with state laws. The partnership with Convoso enabled custom CRM integration and ongoing support. These changes led to more contacts, higher conversions, and revenue growth.

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USHEALTH Advisors (regional health insurance sales team) - Insurance - Large

Fort Worth, USA

Convoso helped a regional sales team at USHEALTH Advisors boost contact rates by 30%. The team faced falling contact rates... and rising costs before switching to Convoso’s contact center software. Convoso’s predictive dialer, caller ID reputation management, and real-time dashboards improved call deliverability and speed to lead. Sales increased by 30% and cost per acquisition dropped by 75%. Agent morale and workflow efficiency also improved.

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Supreme Health Options - Insurance - Medium

USA

Convoso helped Supreme Health Options boost contact rates by 800x and triple weekly sales. The insurance provider struggled with low... contact rates and high costs before switching to Convoso’s dialer software. Caller ID reputation management and workflow automation improved lead trust and agent efficiency. Real-time reporting enabled smarter decisions and reduced cost per acquisition by 36%. The company grew from 40 to 400 employees after implementing Convoso.

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eQuoto - Insurance - Small

USA

Convoso helped eQuoto boost its insurance lead generation. eQuoto faced frequent system downtimes, high costs, and poor support with previous... dialers. After switching to Convoso, eQuoto saw a 67% increase in conversion rates for billable calls and a 30% rise in overall conversions. The platform improved uptime, agent morale, and productivity. Advanced reporting and dynamic scripting made agent management easier and more effective.

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eQuoto - Insurance - Small

USA

eQuoto used Convoso to improve its insurance lead generation. The company saw a 67% increase in billable call conversions. Overall... conversion rates rose by 30%. eQuoto switched from previous platforms to Convoso's dialer solution. The CEO highlighted his top three favorite features. The change brought immediate results for their business.

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Dynamic Insurance Services - Insurance - Small

Los Angeles, USA

Convoso helped Dynamic Insurance Services boost revenue by 30% and cut per-agent lead costs by 60%. The insurance agency struggled... with low contact rates and high agent turnover using their old dialer. After switching to Convoso, answer rates rose by 50% and contact success rates tripled to 90%. Agents now spend less time waiting and morale is much higher. Real-time reporting and caller ID management improved sales and agent performance.

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Dynamic Insurance Services - Insurance - Small

USA

Convoso helped Dynamic Insurance Services boost revenue by 30%. The agency struggled with low contact rates and high lead costs.... After switching to Convoso, they cut per-agent lead costs by 60%. Answer rates rose by 50%. Contact success rates tripled. Agent wait times dropped by 5X, improving morale and preparedness.

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Insurance Line One - Insurance - Medium

USA

Convoso helped Insurance Line One cut wait times and triple agent conversations. The insurance agency switched from a failing dialer... to Convoso’s power dialer. Agents now handle 800–900 calls per day, up from 300. Medicare calls rose from 200–300 to 600 daily. The team doubled in size, growing from 40 to 82 agents. Agent morale improved with smoother workflows and less manual work.

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Final expense insurance agency - Insurance - Small

USA

Convoso helped a final expense insurance agency boost revenue by 30%. The team struggled with low answer rates and high... lead costs using their old dialer. After switching to Convoso, answer rates improved by 50% and contact success reached 90%. Lead costs dropped by 60%. Agents became more prepared and morale improved. Real-time reporting and caller ID management were key features.

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Supreme Health Options - Insurance - Medium

USA

Convoso helped Supreme Health Options boost contact rates by 800 times. The company tripled weekly sales and cut cost per... acquisition by 36%. Convoso’s caller ID reputation management reduced spam flags and built trust with leads. Workflow automation and real-time reporting made daily operations easier. Supreme Health Options grew from 40 to 400 employees after switching to Convoso.

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Allied Health - Insurance - Medium

USA

Convoso helped Allied Health boost insurance sales by 50%. The platform increased the rate of sales closed within 10 dials... from 50% to 80%. Conversion rates rose from 6% to 9%, adding up to 2,100 extra sales per week. Automated compliance tools reduced risk and manual work. Omnichannel campaigns and workflow automation kept agents focused on selling, not admin tasks.

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Insurance Line One - Insurance - Medium

Convoso's power dialer helped Insurance Line One cut wait times and triple agent conversations. The insurance agency saw daily calls... jump from 300 to up to 900, and Medicare calls rise from 200–300 to 600 per day. Automation and workflow tools boosted efficiency and agent morale. The company doubled its agent seats from 40 to 82 after switching to Convoso. Real-time reporting and omnichannel features improved productivity and sales outcomes.

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GetHealth-e - Insurance - Large

Convoso helped GetHealth-e, a health insurance agency, quadruple their contact rate after switching from Five9 and VICIdial. The predictive dialer... software improved outbound campaign results, cut lead costs by 40%, and reduced daily outbound calls from 300,000 to 180,000. GetHealth-e added 40 new agent seats and saw a boost in agent morale. Real-time reporting and DID reputation management made a big difference for their 200+ agent call center.

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Dynamic Insurance Services - Insurance - Medium

Convoso's dialer software helped Dynamic Insurance Services boost revenue by 30%. The insurance agency struggled with low contact rates and... high lead costs. After switching to Convoso, they saw a 60% drop in per-agent lead costs and a 50% increase in answer rates. Contact success rates tripled, reaching 90%. Agent morale improved with shorter wait times and better performance management tools.

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Senior Healthcare Advisors - Insurance - Large

Convoso helped Senior Healthcare Advisors double their contact rates after switching from Five9. The Medicare sales agency reduced answering machine... encounters by 100x and cut closing agents’ wait times by over 80%. Convoso’s answering machine detection and caller ID management improved agent productivity by up to 80%. SHA set new enrollment records, even during the slowest season. The agency credits Convoso’s dialer software and dedicated support for these results.

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Dynamic Insurance Services - Insurance

Convoso helped Dynamic Insurance Services boost revenue by about 30%. The insurance call center used Convoso's dialer software to increase... contact rates and improve call quality. The platform enabled agents to have more conversations and reduce idle time. Convoso's features supported better sales performance for insurance agents. The solution delivered measurable business growth for the customer.

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Innovative Financial Group - Insurance - Medium

Convoso helped Innovative Financial Group double their sales appointments and increase leads transferred by 2. 5 times. The insurance sales...team switched from a manual CRM dialer to Convoso’s dialer software. This change led to a 7X growth in headcount and improved training efficiency. Features like predictive dialing, dynamic scripting, and caller ID management boosted productivity. The team now books over 100 appointments, up from 25–50 before.

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NextGen Leads - Insurance - Medium

Convoso helped NextGen Leads, an insurance lead generation company, improve call center efficiency after switching from VICIdial. The company saw... a 15% increase in transfer rates and smoother live transfers. Convoso's advanced power dialer and customizable dial logic made dialing easier and faster. Agents and managers saved time with a better user interface and more features. The switch led to higher productivity and improved agent experience.

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eQuoto - Insurance - Small

Convoso's predictive dialer helped eQuoto boost lead generation. eQuoto faced frequent downtimes, high costs, and poor support with previous dialers.... Convoso delivered a 67% increase in billable call conversions and a 30% rise in overall conversion rates. The platform improved uptime, agent morale, and productivity. Features like DID management and dynamic scripting enhanced call quality and efficiency.

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Medigap Life - Insurance - Medium

New York, USA

Convoso helped Medigap Life triple its revenue in just 12 months. The insurance contact center faced major issues with dialer... downtime, spam labeling, and voicemail leaks using previous platforms. After switching to Convoso, contact rates increased by up to 80% and flagged numbers dropped by more than half. The platform's predictive dialer, caller ID management, and automation tools improved uptime and agent productivity. Medigap Life now enjoys 99.9% uptime and seamless integration with over 30 other tools.

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Allied Health Agency - Insurance

Convoso helped Allied Health Agency boost sales by 50% with its omnichannel call center platform. The agency faced slow lead... response and outdated tools. Convoso improved speed-to-lead to 0.007 seconds and increased sales closed within 10 dials from 50% to 80%. Conversion rates rose from 6% to 9%. Compliance tools automated DNC checks and reduced risk. Allied Health now closes more sales and stays compliant with industry rules.

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Supreme Health Options - Insurance

Convoso helped Supreme Health Options cut costs and boost sales. The company switched from TLDialer to Convoso and saw contact... rates jump by 800 times. Weekly sales tripled. Cost per acquisition dropped by 36%. Supreme Health Options grew from 40 to 400 employees. ClearCallerID Pro saved time by automating caller ID management and reduced spam flags. The team now works faster and reaches more prospects.

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Medigap Life - Insurance

Convoso helped Medigap Life solve costly dialer downtime, spam labeling, and voicemail issues. Medigap Life used Convoso’s predictive dialer, caller... ID reputation management, and voicemail detection. The company saw a 300% revenue growth in one year. Contact rates increased by 60-80%. The number of DIDs labeled as spam dropped by 60%. Voicemail leaks fell by 40%. Medigap Life now runs a more reliable and efficient sales contact center.

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Marketing and Advertising Case Studies and Customer Success Stories with Convoso contact center

 

TruAlliant - Marketing And Advertising - Medium

USA

TruAlliant used Convoso’s sales platform to boost conversion rates and lower cost per acquisition. The BPO leveraged advanced lead management... tools to scale campaigns and improve agent and admin efficiency. Automation and easy integrations saved time and streamlined operations. Convoso’s platform enabled TruAlliant to outperform other dialers and achieve better results.

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Solar Direct Marketing - Marketing And Advertising - Small

USA

Solar Direct Marketing switched to Convoso after struggling with other dialers. They saw a 40% increase in contact rates. Conversions... went up and cost per acquisition dropped. Agent efficiency improved, boosting morale and saving time. The company doubled its planned headcount and made onboarding faster. Managers and executives saw greater efficiency across the team.

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Solar Direct Marketing - Marketing And Advertising - Small

USA

Convoso helped Solar Direct Marketing boost contact rates by up to 39%. The company switched from multiple failing dialers to... Convoso’s contact center software. Contact rates rose from 18% to as high as 25% almost overnight. The ClearCallerID dashboard improved DID reputation management. Fast onboarding and strong compliance support enabled Solar Direct Marketing to double planned headcount and improve agent morale.

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Digital Market Media - Marketing And Advertising - Small

USA

Convoso helped Digital Market Media triple contact rates and quadruple conversion rates in just three months. The remote call center... switched to Convoso for better control, real-time reporting, and workflow automation. ClearCallerID improved call reputation and customer experience. Agent morale and manager efficiency increased. DMM achieved 750% year-over-year growth and landed on the Inc. 5000 list.

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C Squared - Marketing And Advertising - Small

USA

Convoso helped C Squared, a real estate call center consultancy, boost outbound call center ROI by 4-8X. Clients saw up... to 400% more conversions and a 75% cut in agent training time. Convoso’s predictive dialer, caller ID reputation management, and dynamic scripting made it easy for agents to connect with more leads. The solution also improved manager efficiency and agent accountability. C Squared credits Convoso’s support team for responsive, hands-on help.

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Resource Marketing Corp (RMC) - Marketing And Advertising - Small

USA

Convoso helped Resource Marketing Corp (RMC) boost contact center conversions by 75%. RMC automated and streamlined lead management, reducing wasted... leads and dialing by 30%. Agents now see up to 50% more conversions thanks to workflow automation. Manager efficiency improved, saving up to 1.5 hours daily. Voice broadcasting increased live transfers by 10%.

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Resource Marketing Corporation - Marketing And Advertising - Small

USA

Convoso helped Resource Marketing Corporation transform their outbound call center operations. Michael Velardi, the SVP, faced daily stress managing predictive... dialer campaigns and meeting high sales targets. Switching to Convoso brought initial skepticism but resulted in a smooth transition. Convoso's support team provided hands-on onboarding, reducing stress and making processes easier to manage. The new platform improved control over automations and daily operations.

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Resource Marketing Corporation - Marketing And Advertising - Small

USA

Convoso helped Resource Marketing Corporation transform their outbound call center operations. The dialer admin, Michael Velardi, saw stress drop and... productivity rise after switching to Convoso. Real-time reporting and actionable data improved decision making. AI-driven compliance features reduced risk and saved management time. Agent analytics made training and performance tracking easier, leading to better results.

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Marketing Center Inc. - Marketing And Advertising - Small

USA

Convoso helped Marketing Center Inc. boost contact rates by up to 800% during a trial. The team switched from ReadyMode... after struggling with low contact rates and long agent wait times. Convoso's predictive dialer and caller ID management cut average wait times from over 2 minutes to just 23 seconds. Agents saw higher commissions and improved morale. The dedicated customer support team provided ongoing optimization and new ideas.

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Digital Market Media - Marketing And Advertising - Small

USA

Digital Market Media used Convoso’s dialer technology to drive rapid business growth. They saw a 750% year-over-year increase in results.... Contact rates rose by up to 5 times and conversion rates improved by up to 4 times. Average wait times dropped by over a minute. These changes boosted agent morale and made managers more efficient.

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NextGen Leads - Marketing And Advertising - Medium

San Diego, USA

NextGen Leads switched from VICIdial to Convoso for their insurance lead generation call center. After the change, their transfer rate... increased by 15%. Agents and managers saved time thanks to a simpler interface and better reporting. Contact rates improved with advanced dial logic and smart features. The transition to remote work was smooth. Customer support was fast and helpful, making operations easier for everyone.

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Call Trader - Marketing And Advertising - Small

San Francisco, USA

Convoso helped Call Trader, a San Francisco-based customer acquisition company, improve outbound contact rates and automate lead workflows. The switch to... Convoso solved issues with spam flagging and lack of reporting insights. Automation features saved manager time and increased list penetration. New DID management reduced flagged calls and improved contact rates. Robust reporting and custom support enabled better KPI tracking and campaign optimization.

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TruAlliant - Marketing And Advertising - Large

USA

Convoso helped TruAlliant, a leading BPO, overcome challenges with inefficient lead management and manual reporting. TruAlliant switched from legacy dialers... to Convoso for lead-level control, advanced automation, and seamless integration. The platform enabled higher conversion rates, improved agent efficiency, and easier campaign scaling. TruAlliant reduced agent burnout and lowered CPA by managing expensive leads more effectively. Convoso's automation also cut manual reporting time from hours to minutes.

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Call Trader - Marketing And Advertising - Small

USA

Call Trader used Convoso to improve contact rates and campaign performance. The company faced issues with spam flagging and lacked... detailed reporting. Convoso's reporting tools helped them track metrics and optimize campaigns. Automation features and ClearCallerID reduced spam labeling. The CEO praised Convoso's customer support as outstanding.

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448 Recruitment - Marketing And Advertising - Small

USA

Convoso helped 448 Recruitment double donor engagement for blood donation outreach. The team integrated Convoso’s dialer with their custom CRM,... ending manual work and boosting agent productivity. Advanced voicemail detection and caller ID management let agents talk to more donors and avoid flagged calls. Compliance tools reduced risk and improved campaign timing. As a result, 448 Recruitment set twice as many appointments per hour and reduced agent burnout. The company now saves more lives by reaching more donors, faster.

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Resource Marketing Corp (RMC) - Marketing And Advertising - Medium

Convoso helped Resource Marketing Corp (RMC) boost contact center conversions by 75%. RMC automated workflows and streamlined lead data, cutting... over-dialing and reducing time to reach leads by 30%. Agents saw 30-50% more conversions, and live transfers from voice broadcasts grew by 10%. RMC gained back 1-1.5 hours daily in manager efficiency. Convoso's outbound dialer software and automation features drove these improvements.

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Digital Market Media - Marketing And Advertising - Medium

Convoso helped Digital Market Media boost their remote call center contact rate from 7% to 20-30%. The company doubled its... agents from 15 to 30 in two months. Lead to transfer rate rose from 2% to 8%, driving higher ROI. Real-time reporting and advanced dialer features improved agent productivity. Automated management reports saved an hour daily for the team.

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Digital Market Media - Marketing And Advertising - Medium

Convoso helped Digital Market Media boost their remote call center contact rate from 7% to 20-30%. The lead to transfer... rate rose from 2% to 8%. The team doubled in size from 15 to 30 agents in two months. Real-time reporting and advanced dialer features improved agent productivity. Automated management reports saved an hour daily. The solution enabled fast growth and better ROI for lead generation.

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Call Trader - Marketing And Advertising

Convoso helped Call Trader improve contact rates and campaign performance. The company faced issues with spam flagging and limited reporting.... Convoso's reporting tools gave them better insights. Automation and ClearCallerID reduced spam labeling. The CEO praised Convoso's customer support as outstanding.

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MediaMix - Marketing And Advertising

Convoso helped MediaMix improve their outbound call center results. MediaMix ran an A–B test comparing Convoso to Ytel with 30... out of 150 agents. Convoso delivered 33% higher connectivity than Ytel. The team saw fewer calls going to operator intercept. After the test, MediaMix switched all agents to Convoso. The switch led to more data and better performance for MediaMix.

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Health, Wellness and Fitness Case Studies and Customer Success Stories with Convoso contact center

 

New Age Health Solutions - Health, Wellness And Fitness - Small

USA

New Age Health Solutions struggled with low contact rates and high agent turnover in the health insurance market. After switching to... Convoso, they tripled their contact rates. Agent turnover dropped by 85%. The company saw strong revenue growth and improved profitability. Convoso helped stabilize their workforce and boost sales performance.

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One Health Direct - Health, Wellness And Fitness - Medium

Tampa, USA

One Health Direct used Convoso to launch Genesis, a CRM for healthcare providers and patients. Genesis automates patient acquisition, prescription... management, and resupply operations. Integration with Convoso enables efficient outreach and communication at scale. The system streamlines admin tasks, supports compliance, and improves patient care. Providers can focus more on treatment while small teams achieve greater scale.

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448 Recruitment - Health, Wellness And Fitness - Small

USA

Convoso helped 448 Recruitment double donor talk time and appointments set per hour. The team reduced agent burnout and no... longer needs multiple software solutions. Spam labeling and voicemail tools increased conversations. The switch made the workforce happier and more productive. Processes are now simpler and more efficient.

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One Health Direct - Health, Wellness And Fitness - Large

Convoso helped One Health Direct boost sales by over 30% in just one month. The company faced high costs and... low sales with previous dialers, Five9 and VICIdial. Problems included blocked calls, spam flags, and expensive DID management. After switching to Convoso, they reduced DID costs and improved agent productivity. The outbound call center now handles over a million calls per day with better results.

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448 Recruitment - Health, Wellness And Fitness - Medium

Convoso helped 448 Recruitment double donor talk time and appointments set per hour. The company struggled with dialer integration, agent... productivity, and voicemail inefficiency. Convoso's sales outreach platform integrated with their custom CRM, streamlining operations. Advanced answering machine detection and caller ID management improved contact rates. Agents now spend more time talking to donors, reducing burnout and eliminating the need for multiple software tools.

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One Health Direct - Health, Wellness And Fitness - Large

USA

Convoso helped One Health Direct boost sales by over 30% after switching from Five9 and VICIdial. The outbound call center... saw contact rates rise and agent productivity improve. DID costs dropped from $20,000 to $3,000 per month. Agents doubled their commissions in the first month. Morale and campaign capacity increased, with managers saving time on reporting.

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448 Recruitment - Health, Wellness And Fitness

Convoso helped 448 Recruitment improve blood donor outreach. The team struggled with dialers that would not integrate with their custom... CRM. Convoso provided seamless integration, making work easier for agents. The answering machine detection feature doubled donor talk time and appointments set per hour. Agents no longer wasted time on voicemails or multiple software systems. The result was reduced agent burnout and more lives saved.

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Consumer Services Case Studies and Customer Success Stories with Convoso contact center

 

HomeCraft Gutter Protection - Consumer Services - Medium

Kennesaw, USA

Convoso helped HomeCraft Gutter Protection double their conversion rate and revenue. The switch from manual dialing to Convoso's predictive dialer... increased call volume by 20 times. Lead efficiency and speed to lead improved, letting agents reach prospects in seconds. Dynamic scripting made agent onboarding faster and supported compliance. HomeCraft now sets more appointments with fewer agents and enjoys strong support from Convoso's team.

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Regional home improvement leader - Consumer Services - Medium

USA

Convoso helped a regional home improvement contact center boost appointment set rates by 67%. The company switched from manual dialing... to Convoso’s automated platform, improving speed-to-lead and contact rates by 33%. Agents now reach leads in seconds, not minutes, and benefit from advanced caller ID management. Real-time data and compliance tools support safer, more effective campaigns. The team set new records for appointments and demos after adopting Convoso.

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Long Home Products - Consumer Services - Medium

Beltsville, USA

Long Home Products used Convoso to automate and optimize their outbound contact center. They replaced manual dialing with Convoso’s predictive... dialer, cutting speed to lead from over 2 minutes to just seconds. The company saw a 67% increase in appointment set rates and a 33% rise in contact rates. Real-time data and caller ID management helped them reach more leads and stay compliant. Convoso’s support and configurability enabled ongoing improvements and record-setting results.

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HomeCraft Gutter Protection - Consumer Services - Medium

Kennesaw, USA

HomeCraft Gutter Protection used Convoso’s dialing platform to transform its call center. The company saw a 20x increase in call... volume. Conversion rates and revenue both doubled after the switch. Convoso helped HomeCraft expand its outreach across a dozen states. The platform drove strong business growth and record results.

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HomeCraft Gutter Protection - Consumer Services - Medium

Convoso's dialer platform helped HomeCraft Gutter Protection double their conversion rate and revenue. The call center saw a 20X increase... in call volume and faster agent onboarding. Manual dialing left leads untouched for days, but Convoso enabled 20,000–30,000 calls daily. Improved lead efficiency, speed to lead, and compliance support drove record-setting sales. HomeCraft now connects with more leads, faster, and sets more appointments.

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HomeCraft Gutter Protection - Consumer Services

Convoso helped HomeCraft Gutter Protection transform its call center operations. The company saw up to 2x increases in conversion rates... and revenue after switching to Convoso. Call volume grew by 20 times, boosting their outreach. Convoso's dialing platform enabled HomeCraft to expand across a dozen states. The results drove strong business growth and set new records.

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Financial Services Case Studies and Customer Success Stories with Convoso contact center

 

Innovative Financial Group - Financial Services - Medium

USA

Convoso helped Innovative Financial Group double their appointments and boost leads by 80%. The company switched to Convoso’s dialer software... to address industry challenges and competition. They moved to a virtual sales model and grew their workforce 7X. Training and coaching became more efficient. The right tools helped them overcome spam risk and scam likely issues.

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Mortgage lending outbound call center (via consultant Chris Meneses) - Financial Services - Small

Convoso helped a mortgage lending outbound call center boost lead conversion. The center used Convoso’s predictive dialer to reach more... prospects and scale quickly. SmartVoicemail Drop increased callback rates. Real-time reporting and onboarding support improved campaign management. The customer praised Convoso’s support team and plans to recommend the solution to others.

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Ascent Mortgage Group - Financial Services - Small

Denver, USA

Convoso’s cloud-based contact center platform helped Ascent Mortgage Group save over $15,000 per month. The company increased its call center... utilization rate by 27% in less than two months. Contact rates on lead lists jumped from 40% to 70% using local caller ID and workflow automation. Ascent doubled its list conversion rate and placed over 10,000 calls daily. The platform allowed Ascent to hire 25 more agents without buying more leads.

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A leading debt relief and credit repair company - Financial Services - Medium

USA

Convoso helped a leading debt relief and credit repair company double its daily sales while reducing staff. The company switched... from Five9 to Convoso to boost agent productivity and reclaim its top industry spot. Daily dials jumped from 500 to 8,500, and annual sales rose by 25%. Automated voicemail drops and real-time reporting freed agents to focus on selling and training. The intuitive platform and strong support team made the transition smooth and successful.

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Credit Repair Company - Financial Services

Convoso helped a credit repair company double its daily sales while reducing staff. The company switched from Five9 to Convoso... to improve outbound call efficiency. With Convoso, daily dials jumped from 500 to 8,500, a 1,600% increase. Annual sales rose by 25%, and cost per acquisition dropped by $20. Agents now earn 15% to 20% more each year, and management staff was reduced from eight to four. Automated voicemail drops and real-time reporting freed agents to focus on selling and training, boosting productivity and morale.

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Construction Case Studies and Customer Success Stories with Convoso contact center

 

Marketing Center Inc - Construction - Small

USA

Marketing Center Inc used Convoso’s dialer to boost their contact rate by nearly 800%. The home remodeling sales team saw... a dramatic drop in agent wait times. This led to more efficient sales operations. The trial of Convoso’s dialer delivered clear, measurable improvements. The team increased productivity and drove more sales.

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Long Home Products - Construction - Medium

Beltsville, USA

Convoso helped Long Home Products set 67% more appointments. The advanced dialer and management tools improved agent performance. Contact rates... rose from 12% to 15-16% with ClearCallerID Pro. Reporting features gave the team better insights. The call center booked more demos and appointments than ever before.

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Kaise Home Improvement Specialists / Spartan Marketing Group - Construction - Small

USA

Convoso helped Kaise Home Improvement Specialists and Spartan Marketing Group boost contact rates by up to 18 times. The team switched... from a cheaper dialer after contact rates dropped below 1%, returning to Convoso for better performance. Convoso’s compliance tools prevented repeated calls and managed opt-outs, reducing legal risks. Real-time reporting and voicemail detection saved agents time and increased booked appointments. The scalable platform supports the company’s growth plans and keeps the sales pipeline full.

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Manufacturing Case Studies and Customer Success Stories with Convoso contact center

TruAlliant - Telemarketing - Large

Convoso helped TruAlliant, a BPO in telemarketing, overcome challenges with lead management and campaign scaling. TruAlliant switched from Five9 and... VICIdial to Convoso for lead-level control, advanced automations, and seamless integrations. The result was higher conversion rates, improved agent efficiency, and easier campaign scaling. Convoso's automation reduced manual reporting time and lowered cost per acquisition. TruAlliant now delivers better results for its clients using Convoso's sales platform.

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Bradley Lead Group - Telemarketing - Medium

Convoso’s call center software helped Bradley Lead Group boost contact rates by 30% and cut customer wait times by 50%. The company switched... from multiple tools to Convoso’s Omni Contact Center for better campaign management and custom reporting. Agents now handle more leads daily, increasing sales and conversions. The cloud-based platform improved agent efficiency and made real-time management easy. Bradley Lead Group saw a big jump in productivity and user satisfaction.

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Information Technology and Services Case Studies and Customer Success Stories with Convoso contact center

 

Dvinci (now Colossus) - Information Technology And Services - Small

USA

Dvinci, a clean energy SaaS company, used Convoso's cloud-based predictive dialer to scale its contact center. The company increased contacts... and sales by 300% and grew its employee base 3-4X in 12 months. Convoso's caller ID reputation management and dynamic scripting helped Dvinci boost agent retention and avoid call blocking. Robust reporting and strong customer support enabled fast, data-driven decisions. Dvinci lowered data costs and improved profitability with Convoso.

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Colossus - Information Technology And Services - Small

USA

Colossus, a clean energy SaaS startup, used Convoso’s predictive dialer to boost customer contacts and sales by 300%. The company achieved... 3-4X employee growth in 12 months and improved agent retention. Convoso’s caller ID reputation tools helped prevent call blocking and flagging. Colossus also lowered data costs while scaling operations in a competitive solar market.

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Computer Software Case Studies and Customer Success Stories with Convoso contact center

Dvinci (now Colossus) - Computer Software - Medium

Convoso's cloud-based predictive dialer helped Dvinci, a clean energy SaaS company, scale its outbound sales. Dvinci increased contacts and sales... by 300% and grew its employee count 3-4X in 12 months. The platform improved agent retention and reduced data costs. Caller ID reputation management tools helped avoid call blocking and flagging. Robust reporting and dynamic scripting supported compliance and agent productivity.

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Education Case Studies and Customer Success Stories with Convoso contact center

University Bound - Education - Medium

Convoso's Omni platform helped University Bound, a high-volume outbound call center, boost efficiency by 62. 45%. Before Convoso, University Bound...struggled with agent motivation and a complex, unresponsive system. The switch brought better reporting, an easy interface, and strong customer support. University Bound now burns through fewer records while keeping results steady. The platform's reporting and support improved productivity and agent morale.

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Management Consulting Case Studies and Customer Success Stories with Convoso contact center

 

Innovate Advisors - Management Consulting - Small

USA

Convoso helped Innovate Advisors, led by Heather Griffin, boost outbound campaign results for call center clients. In a direct A–B... test, Convoso delivered 33% higher connectivity than the previous system. This led to a full switch, increasing data reach and sales for clients. Convoso’s features support compliance and real-time reporting. Heather now recommends Convoso to clients needing better outbound dialing and lead generation.

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Real Estate Case Studies and Customer Success Stories with Convoso contact center

 

C Squared - Real Estate - Small

USA

C Squared used Convoso's contact center technology to help real estate clients. They saw a 4-8X increase in outbound call... center ROI. Conversion rates grew by up to 400%. Agent training time dropped by nearly 75%. These results led to higher efficiency and better business outcomes.

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Other Industry Case Studies and Success Stories with Convoso contact center

 

Strategix - Business Process Outsourcing (BPO) - Large

USA

Convoso helped Strategix, a BPO with over 1,000 employees, scale outbound operations across 20 companies. Before Convoso, lead volume outpaced... dialing capacity and manual campaign management slowed growth. Convoso's predictive dialing, workflow automation, and real-time analytics enabled thousands of daily transfers and reduced manual work. Real-time dashboards improved campaign performance and compliance. The partnership standardized operations and supported high-volume marketing.

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Long Home Products - Home Services - Large

Convoso's predictive dialer helped Long Home Products boost appointment set rates by 67%. The home services contact center cut speed... to lead from over 2 minutes to seconds. ClearCallerID Pro increased contact rates by 33%. Automated reporting and compliance tools enabled data-driven strategies. The team saw record levels of appointments and demos, transforming sales performance.

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Long Home Products - Home Services

Convoso helped Long Home Products boost appointment set rates by 67%. The home services contact center struggled with slow speed... to lead, low contact rates, and manual dialing. Convoso's predictive dialer, reporting tools, and caller ID management improved speed to lead from over 2 minutes to seconds. Contact rates rose by 33% with ClearCallerID Pro. The team set more appointments and demos than ever before, transforming their sales performance.

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Kaise Home Improvement Specialists / Spartan Marketing Group - Home Services

Convoso helped Kaise Home Improvement Specialists and Spartan Marketing Group boost their contact rates by up to 18 times. The team struggled... with low contact rates and compliance issues when using a cheaper dialer. Convoso's platform improved their ability to reach homeowners and book more appointments. The system's compliance features reduced legal risks by handling opt-outs and controlling call frequency. After switching back to Convoso, the business saw a big jump in appointments and sales.

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