How Allied Health Agency Improved Lead Quality and Call Center Efficiency

Overview

Allied Health Agency, a leader in offering affordable healthcare insurance, faced a challenge of low-quality leads that were negatively impacting their call center efficiency and overall customer acquisition strategy. A significant portion of their purchased leads contained disconnected phone numbers, so by integrating Trestle’s Real Contact API with their in-house machine learning model, Allied Health was able to filter out junk leads, improve their connect rates, and enhance overall lead acquisition.

The Challenge

Allied Health relies on efficiently connecting with potential customers through outbound campaigns. However, after analyzing their lead data, they discovered key issues:

  • Their agents were dialing numbers that were disconnected and never going to connect.
  • Because agents were spending time on leads that had no chance of converting, their overall efficiency needed to be improved.
  • Without proper lead quality insight, their in-house machine learning model was not effectively differentiating between high and low-quality leads.

To maintain efficiency and ensure their marketing budget was being spent wisely, Allied Health needed a solution to identify and filter out bad leads before they reached their outbound campaigns.

The Solution

Allied Health Agency partnered with Trestle to enhance their lead validation process. By integrating Real Contact API that has a phone activity score to identify disconnected numbers and validates emails, they were able to establish a smarter filtering system to improve their lead quality.

The Impact

After implementing Trestle’s data validation and scoring solutions, Allied Health saw immediate improvements:

  • Real Contact API flagged 7.35% of disconnected numbers (score ≤ 30), allowing Allied Health Agency to proactively remove these leads before sending them to their call center.
  • Invalid emails were identified and filtered out, which ensured their marketing efforts reached real prospects.
  • With cleaner data, Allied Health’s machine learning model improved its accuracy in identifying high-potential leads for better connection rates and improved customer acquisition strategies.

By integrating Trestle’s lead validation solution, Allied Health Agency enhanced their approach to customer acquisition. The partnership resulted in a more efficient call center, improved lead scoring, and a higher return on lead purchases. Now, Allied Health Agency can confidently focus on connecting with real prospects, driving growth, and enhancing customer service.

About Trestle

Trestle provides industry-leading phone data APIs to improve lead management and call operations for businesses. Trestle’s product suite is powered by a cutting-edge identity data graph built on top of modern, scalable technology and machine learning capabilities that have yielded the best-in-class coverage and accuracy. This, along with a network built on top of 300MM+ queries every month, enables Trestle to serve with a differentiated product suite that businesses rely on for various use cases, including caller identification, call routing, lead assessment, and prioritization.