100%
of call leads sourced from LocaliQ solutions
95%
of SMS queries handled by Dash agent
87%
less time spent reviewing calls
"The Dash SMS agent allows for our marketing efforts to bring in additional leads we may not have been able to handle. The scale of growth potential widens greatly as simple questions can be answered virtually."
- Megan Pellegrino, Marketing Manager, Travel Insurance Office, Inc.
Goals
When it comes to the travel insurance industry, brand visibility is key. The TIO team was looking to make their offerings known to more travelers on social media and, in turn, increase their leads. From there, TIO strives to streamline its lead funnel.
“After-hours communication, quick-answer client questions, and setting up client callbacks were key goals we were looking to achieve,” said Megan Pellegrino, Marketing Manager at TIO.
Challenges
Communication is a crucial part of any traveler’s insurance purchasing experience. TIO simplifies this for current and potential clients by offering tons of contact methods. But managing those various contact methods manually was time-consuming, and the team needed clear analytics and AI-driven insights to optimize follow-ups and improve conversion rates effectively.
Solutions
LocaliQ brings in results for Travel Insurance Office Inc. with Social Ads and Dash—our AI-powered lead management solution.
Results
LocaliQ Social Ads have effectively expanded TIO’s brand awareness and lead generation efforts, with over 200K impressions, 30K+ post engagements, and 5.3K clicks generated from campaigns in just 90 days.
As more leads come into the business through Social Ads, Dash™ by LocaliQ uses AI to nurture both current and potential customers through TIO’s funnel.
“The Dash SMS agent has been very reliable, providing accurate information to our clients as well as handling leads after office hours,” Megan said. “We also really like that it can respond in French, as we have an office in Quebec that services both French- and English-speaking clientele.”
Dash also provides detailed analysis for calls—including a summary and a clear view of missed calls so the team can prioritize follow-up and know what conversations are leading to booked appointments, pricing discussions, and more. It even provides caller sentiment analysis, so the TIO team can fully gauge the temperature of their audience.
“Dash has done an excellent job with engaging, managing, and replying to leads. It has made quick customer questions simple and easy, which in turn has helped alleviate the call center and lower the call queues,” Megan said.
All of this equates to hours saved for the TIO team, so they can focus on providing the best travel insurance experience possible for their clients.
