New York Life Case Study

As with many industries, the insurance sector faces more disruption than ever. One of the biggest drivers of this has been a change in customer expectations. New York Life’s leaders understood that to navigate and succeed in this new norm, their agents had to master the art of communicating over the phone. Four times a year, New York Life holds call-a-thons, a simple and inexpensive strategy to drive and generate revenue opportunities over the phone. One office, in particular, the South Florida General Office, has generated exceptional results year after year. This case study explains what tools and techniques they used that have now become the model for the entire New York Life organization.