Black Swan Case Study
HELPING AN INSURANCE AGENCY
build IVR 7 software tools for success
Client
Black Swan Insurance Group | Springboro, OH
Black Swan Insurance Group breaks from traditional models by partnering with an independent channel, generating leads through marketing campaigns, and assisting families in finding customized insurance solutions.
Category
Fintech
Overview
Black Swan Insurance Group is focused on helping people across the country find the life insurance and retirement solutions they need to protect their families and their futures. The agency worked with MAVA Partners to create a custom Interactive Voice Response (IVR) system that provides an infrastructure for qualifying leads, an essential element for creating a successful and profitable agency.
Business Requirement
Black Swan Insurance Group generates revenue on insurance sales only. Hence, they needed a custom software system for pre-qualifying each lead before being sent to agents. Here’s where MAVA Partners stepped in to build them a software tool for success…
THE MAVA PARTNERS SOLUTION
Robert Balgac, CEO of Black Swan, began working with MAVA Partners to develop an IVR system that would ensure that only qualified leads were passed on to his agents. The new infrastructure was a massive success, generating $2 million in new revenue from those leads alone and increasing total revenues year over year. MAVA Partners continues to maintain the Black Swan IVR system, making adjustments as the needs of the agency expand and change.