Case Study
Health Compare
Building a Scalable D2C Sales Funnel and B2B Agent Platform
How The49 created a comprehensive customer acquisition and sales support system, driving low-cost leads and improving sales conversions for a US health insurance provider
01
The challenge
Health Compare, a US health insurance provider, was overly reliant on a limited sales channel that hindered growth and resulted in low customer retention. They needed a scalable digital sales funnel to generate high-quality leads and a platform to support their sales agents in closing deals more efficiently.
02
The approach
The49 developed a holistic solution, combining a direct-to-consumer (D2C) lead generation system with a new B2B agent platform. The objective was to create a scalable sales process, allowing Health Compare to capture more high-quality leads and empower their agents with better tools to convert these leads into sales.
03
The execution
For the D2C sales funnel, we designed a digital strategy aimed at generating low-cost, high-quality leads through a combination of branding, marketing, and consumer engagement tools. The online funnel guided prospects through their journey, building trust and confidence as they selected the right health plan.
On the agent side, we developed a B2B platform that provided agents with the tools and data needed to improve conversions. By integrating with existing systems and market-leading data, the platform streamlined workflows, allowing agents to quickly narrow health plan options and focus on closing sales.
04
The impact
The D2C funnel outperformed expectations, driving significant customer engagement and surpassing sales conversion goals, while maintaining a low acquisition cost. The B2B agent platform reduced call times and improved call-to-sale conversion rates, enhancing agent productivity and driving overall business growth.
60%
Improvement in first year sales agent performance
58%
Reduction in legal compliance failures by
141%
Increase in customer data capture
05
The future
The D2C project has been successfully handed off, empowering the client to manage their own lead generation. Meanwhile, we continue to collaborate on refining the B2B platform, leveraging performance data and feedback to enhance its functionality and explore new growth opportunities.
Case Studies
Explore some of our recent work and how we’ve driven value for our partners and startups
