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FONALITY CASE STUDY
1 Stop Financial Service Centers of America




THE COMPANY

1 Stop Financial Service Centers of America markets auto, home, business, and                              Client Testimonial
travel insurance from nineteen locations throughout central Texas. Their trend setting,
non-traditional marketing approach and world-class customer service are helping
them to change how insurance is sold.
                                                                                                       “     As a non-standard insurance
                                                                                                             company, we pride ourselves on
                                                                                                             innovation and operating at a higher
                                                                                                             level than others within the industry.
                                                                                                             From our marketing campaigns and
SITUATION                                                                                                    customer service to our signage, every
                                                                                                             aspect is meticulously thought out
Connect and improve communication between 60 employees in two offices in West                                and orchestrated. Adding Fonality was
Virginia. Every call counts at 1 Stop Financial Service Centers of America. Revenue                          simply another step in solidifying our

growth is based on the company’s ability to have agents available to take calls and
make competitive quotes in real-time.
                                                                                                             trend-setting presence in the industry.
                                                                                                                                                     ”
                                                                                                             Rosario “Chayo” Salinas
                                                                                                             Vice President of Operations
1 Stop adopted web-based software to help agents make fast, accurate quotes.
                                                                                                             1 Stop Financial Service
They chose Voice over IP telephony (VoIP) to easily integrate customer calls with                            Centers of America
1 Stop’s web-based applications. However, 1 Stop’s VoIP service provider struggled
to equitably distribute calls between their nineteen office locations. Additionally,
it was unable to handle the call volumes generated by 1 Stop’s radio, television,
print, and web-based marketing. The result was dropped calls, fewer quotes,
and slower revenue growth.

1 Stop was at a crossroads. They could:


   ▪ Purchase more equipment, add staff, and build a call center
   ▪ Implement a reliable, scalable service that would enable them to use existing equipment and staff
       to handle increasing call volumes

1 Stop Financial Service Centers of America chose a service. That service is Fonality’s hybrid-hosted solution.



SOLUTION

Fonality’s hybrid-hosted has helped 1 Stop Financial Service Centers of America quickly and reliably distribute calls to available
agents in any of their nineteen office locations, their homes, or even on the road using their mobile phones. As a result, every call is
answered and 1 Stop has saved hundreds of thousands of dollars in unnecessary payroll and benefits packages.

Fast reliable call distribution isn’t the only benefit Fonality delivers for 1 Stop. It also helps them:

   ▪   Monitor agent activity from any Internet-connected location
   ▪   Create and modify call routing in real-time to accommodate increased call volumes
   ▪   Gauge marketing campaign success using CDR Mapping and other reports
   ▪   Eliminate the need for increases in staff


Fonality is helping 1 Stop Financial Service Centers of America change how insurance is serviced and sold.




To discover how we can help your business grow, visit fonality.com or call 877-FONALITY                                     F ON ALI TY C A S E S TU D Y

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1 Stop Financial Case Study

  • 1. FONALITY CASE STUDY 1 Stop Financial Service Centers of America THE COMPANY 1 Stop Financial Service Centers of America markets auto, home, business, and Client Testimonial travel insurance from nineteen locations throughout central Texas. Their trend setting, non-traditional marketing approach and world-class customer service are helping them to change how insurance is sold. “ As a non-standard insurance company, we pride ourselves on innovation and operating at a higher level than others within the industry. From our marketing campaigns and SITUATION customer service to our signage, every aspect is meticulously thought out Connect and improve communication between 60 employees in two offices in West and orchestrated. Adding Fonality was Virginia. Every call counts at 1 Stop Financial Service Centers of America. Revenue simply another step in solidifying our growth is based on the company’s ability to have agents available to take calls and make competitive quotes in real-time. trend-setting presence in the industry. ” Rosario “Chayo” Salinas Vice President of Operations 1 Stop adopted web-based software to help agents make fast, accurate quotes. 1 Stop Financial Service They chose Voice over IP telephony (VoIP) to easily integrate customer calls with Centers of America 1 Stop’s web-based applications. However, 1 Stop’s VoIP service provider struggled to equitably distribute calls between their nineteen office locations. Additionally, it was unable to handle the call volumes generated by 1 Stop’s radio, television, print, and web-based marketing. The result was dropped calls, fewer quotes, and slower revenue growth. 1 Stop was at a crossroads. They could: ▪ Purchase more equipment, add staff, and build a call center ▪ Implement a reliable, scalable service that would enable them to use existing equipment and staff to handle increasing call volumes 1 Stop Financial Service Centers of America chose a service. That service is Fonality’s hybrid-hosted solution. SOLUTION Fonality’s hybrid-hosted has helped 1 Stop Financial Service Centers of America quickly and reliably distribute calls to available agents in any of their nineteen office locations, their homes, or even on the road using their mobile phones. As a result, every call is answered and 1 Stop has saved hundreds of thousands of dollars in unnecessary payroll and benefits packages. Fast reliable call distribution isn’t the only benefit Fonality delivers for 1 Stop. It also helps them: ▪ Monitor agent activity from any Internet-connected location ▪ Create and modify call routing in real-time to accommodate increased call volumes ▪ Gauge marketing campaign success using CDR Mapping and other reports ▪ Eliminate the need for increases in staff Fonality is helping 1 Stop Financial Service Centers of America change how insurance is serviced and sold. To discover how we can help your business grow, visit fonality.com or call 877-FONALITY F ON ALI TY C A S E S TU D Y