Licensed in 32 states, Darr Schackow Insurance (DSI) is an independent insurance agency that provides business and personal insurance solutions for tens of thousands of customers. Leveraging its extensive network of insurance carriers, they offer home, auto, life, flood, watercraft, annuity, health, workers’ comp, trucking, and employee benefits looking for competitive rates the best in customer service.
In the insurance industry, cold-calling is an effective strategy to generate new qualified business leads. However, agencies struggle to find the time, talent, and resources needed to make cold-calling a daily activity. Because of this challenge, agencies spend countless dollars on marketing, social media ads, or sporadic networking events that don’t produce results.
DSI sought a solution to generate fresh leads in their trucking insurance division. Due to time and resource constraints, their agents’ primary focus was on closing deals and maintaining customers rather than producing new leads. Additionally, recruiting new agents to build a book of business through cold-calling is challenging.
DSI launched a campaign with The Selling Factory because each year we hire and employ hundreds of motivated, well-spoken, and intelligent college students from top U.S. universities. Our native English speaking college students are eager to get on the phone, generate new leads for agencies, and learn the insurance industry.
The Selling Factory built a team of college students to generate trucking insurance leads for DSI. The team called a list of thousands of trucking companies (provided by DSI), who were in operation for over two years and had upcoming expiration dates within 90 days. Our student team’s goal was to collect the necessary information to qualify business. This included confirming their current policy end date, the size of business (number of trucks & drivers), and necessary personal information. With this information, the agent could start the quoting process.
Beyond the day-to-day calling, our leadership team activated our seamless CRM setup so that the DSI agents could manage their prospects, follow up with quotes, and close deals. Additionally, we implemented our process for automating tasks, so that meetings with agents could be immediately scheduled and new deal opportunities could be automatically created. This minimized the workload and increased the productivity for agents.
Outline Project Specifications
Deploy Team on
Collect Necessary Information
Transfer to Agent
We’ve partnered on several insurance campaigns over the past few years. The Selling Factory’s model of training and managing college students to do outreach in a team format has shown incredible results. Their leadership team is collaborative and trustworthy, and they have created a very exciting model that gives college students exposure to the insurance industry by making cold calls. They feed our sales agents with high-quality leads, allowing my agents to focus their time on closing deals rather than making cold calls. I highly recommend The Selling Factory.