Alliance Insurance Brokers increases agent productivity by 60% with LeadSquared

Kalpesh Chavan

“LeadSquared is the heart of our contact center today. Our sales agents start and end their day with LeadSquared. We’re thrilled to see the positive impact it has on our overall business objectives with results like 25% increase in conversions, 60% rise in agent productivity, and much more!”

Alliance insurance brokers

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Increase in Conversions


Higher Agent Productivity


More Calls per agent/day

Highly Efficient

Contact Center

Alliance loves LeadSquared for its:

  • User-friendly platform  
  • Under 15-day implementation  
  • Excellent customer support  
  • Deep integration capabilities  
  • Day-to-day operational flexibility 

Increase in Conversions


Higher Agent Productivity


More Calls per agent/day

Highly Efficient

Contact Center

Ready to get started?

About Alliance Insurance Brokers

Alliance Insurance Brokers, one of India’s fastest-growing broking houses, is a one-stop solution for a wide range of services such as tailor-made insurance solutions, claims management, insurance audit, and renewal reviews.  Alliance Insurance Brokers Pvt. Ltd. caters to both the life and non-life insurance sectors.  

In the early stages of their business, Alliance kicked off operations with everything on Excel.
However, they eventually made the move to Zoho, a sales CRM software, with the hopes of introducing custom automation and better flexibility in day-to-day operations.  

So long, Zoho!

Over time, they noticed that Zoho wasn’t the right fit for them because: 

  • They were unable to customize insurance workflows and automation 
  • The platform lacked integrational capabilities  

This is when they considered a scalable, flexible, and modular solution like LeadSquared. The bonus is that it is configurable to their exact business requirements instead of being a one-size-fits-all solution. With a solution-driven customer support team, Leadquared was up and running within 15 days!  

The LeadSquared experience:  

Here’s how LeadSquared helps the three core teams at Alliance Insurance:   

Contact Center Team:

The contact center team addresses queries from customers and nurtures potential customers across various channels.  

Right from lead capture to deal closure, LeadSquared is leveraged at every step of the way.
With sales processes no longer in silos, LeadSquared captures data across channels and gives a 360-degree view of every prospect and customer. They also love its customizable analytical dashboards to quickly access and track important data. This way, the contact center team operates with complete clarity on the next plan of action resulting in faster deal closures.  

Renewal Team:

As policies near expiry, that’s where the renewal team at Alliance plays a crucial role. With LeadSquared, they can identify relevant upsell and cross-sell opportunities which improve customer retention.  

Marketing Team:

Besides sales automation and efficiency, LeadSqaured is also a great solution for marketing teams. It enables them to run personalized email campaigns at a scale and track their outcomes on a single platform Right from managing dynamic and static lead lists, to rolling out creative landing pages, or even running email campaigns the way they want, the marketing team at Alliance finds the marketing automation tool extremely helpful  

Overall LeadSquared Impact: 

With LeadSquared, Alliance Insurance Brokers now has access to the best industry-standard connectors to easily integrate with and diversify their functionality. Besides this, they’re unleashing the true benefits of sales automation, and can now focus on key tasks at hand!  

With LeadSquared, they’re able to:  

  • Boost calls per agent per day by 35% 
  • Increase conversions by 25% 
  • Improve agent productivity by 60% 

LeadSquared gave us a lot of flexibility. I can confidently say that other readily available SaaS platforms in the market or even in-house solutions don’t match up to what LeadSquared has done for us. 

Alliance insurance brokers logo

To sum up:

Alliance Insurance Brokers were able to customize LeadSquared to their exact business requirements. They now have greater visibility and control over lead management, are achieving higher team-based productivity with streamlined sales processes