Insurance sales operations / case study
Regional insurance brokerage
A dedicated offshore BDR operating inside the brokerage’s existing sales stack created faster, more systematic lead follow-up.
60%
REPORTED RESULT
lower cost per appointment
The operating challenge
New inquiries required fast, persistent follow-up, but the internal cost and management load made consistent execution difficult.
Result is drawn from Trident’s public case materials. Performance depends on volume, offer, market, list quality, and client execution.
What Trident did
Integrated work across HubSpot, Aircall, SalesMessage, and Zoom
Targeted a five-minute initial response standard
Ran a structured eight-attempt follow-up cadence with human escalation
What the model created
Operational outcomes
Results are expressed at the level supported by the public case material.
OUTCOME / 01
60% lower reported cost per appointment
OUTCOME / 02
Five-minute lead response target
OUTCOME / 03
Eight-attempt follow-up cadence
OUTCOME / 04
One accountable operating workflow across the sales stack
Workflow assessment
Bring us the work that keeps falling behind.
We map the queue, the people, the systems, and the exceptions. Then we show you whether it needs an offshore team, a specialist hire, or an AI workforce.