Licensed Sales Without Limits
Licensed Sales
62%
Cost Reduction
up to
45%
Policy Conversions
Workflow: Licensed Sales
Industry: Insurance
Annual Transactions: 700,000+
In insurance, the challenge wasn’t finding prospects—it was converting them with precision while staying fully compliant. High turnover, complex product rules, and shifting regulations made consistency difficult, leaving pipelines unpredictable and compliance risk ever-present.
FTO rebuilt the process by embedding licensed sales specialists as trusted advisors. They mapped eligibility to carrier rules, tailored product bundles, and explained coverage in clear language. Scripts and disclosures were standardized, and every interaction was documented for transparency.
The change strategy focused on smart enablement: predictive lead routing prioritized high-value prospects, live dashboards monitored compliance in real time, and micro-coaching modules sharpened performance inside the workflow. Sales became a disciplined system where every call built confidence, not just closed policies.
In under six months, contact rates surged past 75%, policy conversions climbed to 45%, and satisfaction scores held steady above 90%—all while accelerating revenue and forging a sales engine that consistently outperforms in a competitive market.