At a Glance
🚀 120% increase in monthly sales
🚀 1–2 hours saved daily per adviser
🚀 100% recommend using the Protection Platform
The Challenge
Before using UnderwriteMe’s Protection Platform, advisers at Usay had to underwrite cases directly through insurers, sourcing quotes via quoting portals without getting a pre-sales decision. This disrupted the client journey and sales process, requiring hours on pre-sales calls and doing dummy applications. This also impacted Usay commercially as they were unable to contact leads on time and convert them. Managing complex cases involved lengthy hold times with multiple insurers, trying to find the best customer outcome, affecting their efficiency and adviser performance. Their challenge was to balance lead costs, lead availability, and meeting partner demand.
The Solution
Having previously used UnderwriteMe’s Protection Platform at another firm, the Head of Protection at Usay rolled out the Protection Platform as part of their process.
Usay has been able to streamline their sales process and customer journey, by giving definitive recommendations. Advisers are able to discuss product options with clients in real-time, and provide multiple outcomes, which keeps the client engaged and avoid them to wait around. It’s helped many firms make the process so much smoother for both advisers and clients.
A quick call with UnderwriteMe enabled Usay to integrate the Protection Platform into their customer journey, supported by in-house training and ongoing assistance — transforming the way they operate.
The Result
Using the Protection Platform has been a positive experience for Usay, driving significant increase in monthly sales from 250 to 550 and enabling business growth. By eliminating time-consuming tasks and successfully embedding the platform into their process, they were able to improve the client journey and protect more customers. Advisers now save an average of 1-2 hours per day — the equivalent to a full working day each week.
David Bock from Usay highly recommends UnderwriteMe’s Protection Platform for anyone in the protection space. Advisers can benefit from a unique market transparency and a seamless multi-insurer coverage within a single call.
David Bock, Head of Protection, Usay Compare:
“UnderwriteMe has been a complete game-changer for Usay. It streamlines our sales process, allows advisers and consumers to save time and we can protect more individuals and families daily through using a simple and effective platform that provides better customer outcomes”.