Company Spotlight
Background
- Fortune 100 Property & Casualty insurance carrier struggled with manual lead processing
- Faced issues with contact compliance and operational efficiency
- Needed a centralized, automated solution for lead processing to enforce complex compliance regulations across a vast partner and vendor network
Challenge
- Eliminating labor-intensive manual lead processing
- Ensuring compliance with DNC, TCPA and business-specific rules across 15 calling campaigns for leads flowing into their lead management platform
- Maintaining a consistent UX by integrating seamlessly with existing platforms and systems of record
- Validating platform usage and enabling rapid lead response with in-depth reporting insights
Solution
- Automated enforcement of DNC and TCPA rules within the company’s lead management application
- Centralized contact compliance management across disparate systems
- Flexible platform that supports multiple integration methods, including API and SFTP
- Detailed contact compliance validation to facilitate more efficient outreach and improve sales effectiveness
Results
- Enhanced customer experience, improved customer service, and more responsive customer engagement
- Integration with in-house lead management system ensures all leads are compliant, providing a seamless agent experience and maintaining robust audit trails across different technologies
- More effective selling, by automating lead processing and enforcing complex compliance requirements across all offices, calling agents, and campaigns
- Currently exploring future strategic initiatives, including:
- Real-time compliance assurance for live calls
- Strategies for legally reclaiming previously suppressed records to maximize reach and revenue potential
Why Gryphon AI?
- Enterprise-grade risk management, ensuring adherence to regulatory and business requirements with transparent audit reporting
- Centralized and automated compliance management, removing the burden of office-/agent-level oversight
- Seamless integration with existing systems, driving workflow continuity
- Consultative partnership, allowing the carrier to focus on selling and customer engagement with complete compliance confidence
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