Case Study: Swiss Life Select Drives Sales Performance

Hands holding family figure. Life and health insurance concept.


Swiss Life Select, a wholly-owned subsidiary of Switzerland’s largest life insurance company, has a long history of innovation.

Hear from David Windlin, Head of Sales Coordination for Swiss Life Select, and learn how Centrical has helped reinforce a performance-driven culture in the company and drive impressive results in sales performance.

  • 10.4% – More sales per agent
  • 12.5% – Growth in Sales for best month ever

“This is the behavioral change that we were aiming for. And we were able to achieve this without changing our compensation plan. The amazing thing is, we could really see an increase of our cross-selling all over our product selection.” David Windlin, Head of Sales Coordination for Swiss Life Select.

A Digital Solution for Sales Performance

Swiss Life Select turned to Centrical to apply its employee success platform to help drive sales performance.

“In (sales) branches everywhere, hanging leaderboards were all over the place. Just imagine the excitement of our sales agents when we offered them a solution where they can look at the lead reports directly on their mobile phone,” said David Windlin, Head of Sales Coordination for Swiss Life Select.

Moreover, he explained, “we tap into the emotions of our individuals and make it easier for our consultants to bond with the app and make their own.”

“We also brought incentives in the (Centrical) app to track (individual) performance so now everyone could see (performance data) directly on the app,” and track their progress, he said.

The result? Sales teams continued pushing themselves to win, even more, Windlin said, which has helped increase Swiss Life Select’s business. Centrical, he said, has “an amazing team.”

Swiss Life Select Drives Sales Performance with Centrical

Hear from David Windlin, Head of Sales Coordination for Swiss Life Select, and learn how Centrical has helped reinforce a performance-driven culture in the company and drive impressive results in sales performance.

This blog post has been re-published by kind permission of Centrical – View the Original Article

For more information about Centrical - visit the Centrical Website

About Centrical

Centrical Centrical provides a real-time performance management, microlearning, gamification, coaching, and voice of the employee platform for frontline teams. The solution inspires and personally guides employee success and growth by making every moment actionable.

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Call Centre Helper is not responsible for the content of these guest blog posts. The opinions expressed in this article are those of the author, and do not necessarily reflect those of Call Centre Helper.

Author: Centrical

Published On: 13th Feb 2023
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