California Casualty

Leading US provider of Property & Casualty insurance programs to educators, peace officers, firefighters, and nurses, operating in 44 states.

Challenges

• Reorganize and streamline reporting and analytics to support a variety of business functions
• Improve field sales management’s ability to track and influence lead generation and conversion rates

Solution

• Deployed QlikView enterprise-wide with Q-Insure for:
  • Sales & Marketing Performance
  • Financial Analysis & Compliance
  • Customer Service & Support
  • Operations & IT Management

Results

• Improved lead conversion rates by 25%
• Increased average telesales per agent from 1.6 to 2.0 per day (approximately 200 additional sales per month)
• Reduced delay for compliance reporting by 60%

60% reduction in compliance response time

25% increase in lead conversion rates