Travel Agency implements Lead Management System to improve Agent efficiency

Client Overview:

Our insurance client, a major player in the industry, recognized the need to improve communication and collaboration with their network of brokers. They aimed to provide brokers with easy access to information, tools, and support to enhance their efficiency and effectiveness in selling insurance products.

Client: Leading Travel Agency
Employees: 50-200 Employees
California/West

Travel:

Omniflex implemented Lead System and Sales Cadences to help capture Leads and improve Lead Efficiency with Automated follow ups.

Challenges

Unable to capture Internet Leads with desired information
Ineffective process for distributing leads among travel agents, leading to confusion among prospects when agents lacking the desired skills contacted them.
Travel agents were unable to trust the System
Onboarding travel agents proved challenging, resulting in a gap in lead follow-up and subsequently lost business opportunities.

Solution:

Implemented Lead system to capture Internet Leads and integrated with Website Implemented Skill based Routing using Omnichannel to Distribute Leads among Travel agents

Integrated with other internal systems to provide Additional Insights that helped agents trusting the data and the System.

Designed and Developed Sales Cadences to automate Follow Ups with Prospects as well as Reminders to Travel agents.

Results:

Lead system helped in capturing key contact Information without overwhelming the prospects.
Skill based Routing helped route Leads to agents with Right skillset their by increasing Sales by 40 percent.
Integration with other internal systems along with Internet Leads helped Travel agents to provide valuable information about desired Destinations.
Automated followup and Reminders resulted in Increased sales and Visibility.

Case Studies