RWT1 Research & Business Report

Better Essays
Business Research Report
Insurance Agency Expanding Into Call Center Selling.

Assessment Code: RWT1
Student Name: John Graves
Student ID: 000333999
Date: 1/14/14
Mentor Name: Paula Rosmanitz

Table of Contents
Executive Summary 3
Introduction 4
Research Findings 4
Five9 Cloud Contact Center Solutions 4

Velocify 4

Google Apps For Business 5

Recommendations 5
Conclusion 6
References.... 7

Executive Summary

This report was commissioned to explore the opportunities of moving our company to a call center/ remote agent model. I will examine which technologies we would benefit from and how they would improve and expand our business.

While doing my research I discovered several companies in a similar field as ours. And what they were doing to expand their sales force. And how we could adapt the technologies to do the same.

The problem I see with us expanding our sales force is that we have to expand our reach nationally and our traditional business model will not allow us to do it in the time needed to keep up with the competition.

So my recommendation to resolve our problem is to expand nationally using the call center model in-house and with remote agents in the field. I will discuss the technology needed to make this happen while decreasing expenses and improving revenue. My recommendation are as follows:

1. That we adapt the Five9 Technology to utilize VOIP technology to help increase or ability to contact current and future clients.

2. That we utilize the Velocify technology to manage our current and future leads and clients.

3. We move our company to the clouds to utilize all of the benefits of doing so with Google Apps for Business. Introduction In this report I will expand on the idea of moving our insurance agency to a call center model. Where we will have the ability to reach a broader scope of clientele nationwide. I will also explain in detail the required technological improvements in which we



References: 1. Google (n.d). www.google.com In Apps. Retrieved January 12, 2014, from www.google.com/enterprise/apps/business. 2. Velocify (n.d). Velocify.com. In products. Retrieved Jan 12, 2014, from www.velocify.com/products. 3. Five9 (n.d). Five9.com. In products. Retrieved January 12, 2014, from wwww.five9.com/products.

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