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Insurance

How Compare Club Eliminated Document Juggling

Compare Club

8 → 0
Documents per call
< 30 days
Time to go live
Higher close rates
Sales performance

The Challenge

Compare Club's Overseas Visitor Health Cover (OVHC) team was drowning in admin. Every call required agents to navigate between eight separate documents — product databases, pricing sheets, compliance scripts, commission calculators, CRM entries, and more.

The cognitive load was brutal. Agents spent more time searching for information than talking to customers. New hires took months to become productive, burnout was climbing, and close rates lagged.

"Our agents were typing more than they were listening," explained the team lead. "By the time they found the right product and price, the customer had already checked out mentally."

The Solution

Serrét replaced the entire document stack with a single unified platform. Every tool the OVHC agents needed — product comparison, pricing, compliance scripting, commission tracking, CRM, and wellness support — lived in one place.

The rollout was delivered through Serrét's Accelerator program, getting the team fully operational within 30 days. No external consultants or months-long implementation — just a focused, hands-on partnership.

Key changes included:

  • Serrét Compare replaced separate product databases with instant, filterable product lookup.
  • Cadence provided real-time call guidance and AI-powered conversation support so agents could focus on listening.
  • Canvas replaced manual needs analysis with visual, drag-and-drop workflows.
  • Pulse automated commission calculations that agents previously did by hand.
  • Sanctuary introduced wellness tools to help manage the stress of high-volume sales.

The Results

8 → 0
Documents per call

Eliminated the need to juggle eight separate documents on every OVHC call by consolidating workflows into a single Serrét platform.

< 30 days
Time to go live

OVHC team fully operational on Serrét through the Accelerator program in under a month, without external consultants.

Higher close rates
Sales performance

Agents gained the mental space to listen and guide customers, leading to a measurable uplift in close rates and reduced burnout.

“
Our agents were typing more than they were listening. By the time they found the right product and price, the customer had already checked out mentally. With Serrét, everything is in one place, so they can actually have a conversation — and the numbers show it.
OVHC Team Lead
Sales Team Lead, Compare Club OVHC

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