Assure Health Experienced a 37% Lift in Outbound Calls per Hour

Regal.io helped streamline the patient engagement process, from enrolling leads to ensuring adoption of medical devices. Going forward, Assure Health has the confidence to be able to scale its operation to new patients as they grow.

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CASE STUDY
INDUSTRY

Healthcare

IN NUMBERS

Regal played a pivotal role in helping Assure Health serve their customers better.

38%

Lift in Conversion Rate

37%

Lift in Outbound Calls per Hour

47%

Increase in Conversations per Month

Jon Bolz

VP of Patient Engagement, Assure Health

"Regal.io instantly stopped our calls from being dropped and losing out on millions of dollars in revenue. The journeys have allowed my team to prioritize the next best call for them to engage with patients."

PROBLEM:

Calls Being Dropped

Assure Health's business model is predicated on calling leads that they receive from key partners. Since there is a tight SLA with calling every lead within a short time window, it is important for Assure Health to act on these quickly.

However, Assure Health struggled with calling these leads in a quick manner. With their prior solution PhonelQ, they had issues with calls being dropped as well as leakage in the marketing funnel where prospects would completely stop engaging. Furthermore, there was minimal reporting available and a lackluster integration with Salesforce, which deteriorated the experience for Assure. As a result, Assure Health was letting down the trusted partners that they were working with, and even more so, losing out on thousands of dollars per month in revenue.

Assure Health needed a reliable solution for calling leads that also provided efficiency for their reps.
SOLUTION:

Regal.io's Outbound Phone Sales Platform

The team from Assure Health looked frantically for a solution to their problems and came across Regal.io. The team at Regal knew that they could solve Assure's call reliability issues right away, but also could help in so many more ways to help them evolve into a sophisticated B2C sales team.

Assure was initially hesitant to trust a new provider after their last provider failed them, but over time came to establish trust with Regal. As a first step, Regal moved Assure onto its Branded Caller ID solution which immediately solved their dropped call issues. Now Assure was able to effectively reach the leads that they had been meaning to speak with.

Upon peeling back further layers, Regal realized that its Contact Center platform would make more sense for helping Assure to achieve its goals of driving additional outbound sales revenue. Within a week, Assure was using Regal's Contact Center platform to successfully and quickly act on their leads. Today, nearly every team at Assure is using Regal.
RESULTS:

Growth and Confidence in Scaling the operation

Assure Health instantly saw a 37% increase in outbound calls per hour and 50% lift in tasks per hour after using Regal.io as an outbound calling and task management system. Assure Health has been able to achieve this while maintaining an SLA of <5 minutes to contact a lead.

With Regal.io's outbound calling platform, Assure Health has been able to effectively contact their leads, enroll new patients, and manage ongoing monitoring of patient's adherence with medical devices. Most importantly, they have been able to improve their quality of care with their patient base.

Going forward, Assure Health now has the confidence to be able to scale its operation to new partners as they grow - Regal has played a pivotal role in helping them serve their customers and partners better.

Assure Health has 3 different teams that use regal

Patient Educator - Patient Educators act in a similar way as sales reps for Assure. Leveraging Regal.io's event-driven functionality, Assure is able to trigger a call when a lead comes in to contact the patient in real-time and collect additional qualification information that qualifies the patient as a Medicare user. With Regal, Assure is able to meet SLAs for contacting leads within a specific time window that are provided by partners.

Patient Navigator - Since Assure begins to bill revenue upon making the first appointment, it's incredibly important to make sure patients attend their appointments. The Patient Navigators use Regal to confirm appointments and medications, bridging the gap between sales teams and doctors.

Customer Success - Assure also gets paid for ongoing usage of its medical devices. In order to further drive this revenue, the Customer Success team calls patients at specific time intervals using Regal to make sure the patients are adhering to their medical device usage on an ongoing basis.

Since Assure Health gets its leads from partners, it is important that the leads speak with specific reps who are trained based on the partner types they can work with. Using Regal, Assure is able to route calls based on the agent skill set and which partner they are able to talk about.

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ABOUT THE CUSTOMER

Our mission is to empower patients and providers with people-focused, technology-enabled chronic disease management. Assure Health closes the gaps between yearly doctor’s office visits by combining real, dedicated, and accessible care providers with easy-to-use technology.

Our programs are evidence-based and deliver results: We keep patients healthy, provide the peace of mind that comes with regular clinician contact, prevent avoidable hospitalizations, and offer better care that reduces overall healthcare costs.

Source: myassurehealth.com

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Read the Case Study

Katherine Martinell

Director of Medical Operations, Ro

"Since moving onto Regal, we've been able to streamline patient engagement, capture the data we need to shape strategy, and most importantly, sign up more patients. Regal completely transformed how we do things at Ro."

Read the Case Study

Peter James

Head of Growth, Carda Health

"My team is so much more productive with Regal. We've seen huge increases in conversions and engagement. On top of this, Regal's support is unmatched. We're not just more efficient, we're delivering a better experience for every prospective patient."

Read the Case Study

Eric Hauser

Chief Technology Officer, Cadence

"We have a large volume of patients to reach out to, get them to engage, and explain the benefits of the program. All patients are different – we need a solution to do that outreach at scale and respectfully. Regal's AI Agents empowers us to personalize and automate all of that outreach."

Read the Case Study

James Eaker

Regional Manager, Toyota Auto Insurance

"We are really happy with Regal - both in terms of its impact on our business performance and how fast the team moves and their level of personalized support."

Read the Case Study

Micah Metcalf

CEO, Legacy Family Life

"Regal is exactly what we were looking for in a partner. Regal made us much more effective and efficient at engaging with customers who are looking for the right life insurance partner."

Read the Case Study

Maggie Vetrovsky

Director of Sales, Embrace Pet Insurance

"Ava, our Regal AI Phone Agent, has been key in driving much more productivity and efficiency through our call center. We're automating a significant amount of tasks away from our human agents and saving them for high-touch situations, while our customers are just as happy to talk with Ava as they would with anyone from our team. For anyone who's exploring how AI can help their call center, I highly recommend Regal!"

Read the Case Study

Justin Pagan

Director of Global Enrollment, Coursera

"No other vendor is as invested in our success as Regal is. The platform is great, but the partnership is even better."

Read the Case Study

Celeste Martinelli

Chief Operations Officer, AllCampus

“We are pleased with our partnership. We truly believe Regal is the right solution for us to help transform our operations, and we like it when our partners are winning in business too!"

Read the Case Study

Patrick Green

VP of Enrollment Strategy, Collegis

"The Regal team has a unique focus on business goals, not just features for the sake of it. They understood our complex business model and prioritized features that have made our program more successful"

Read the Case Study

Niraj Patel

COO and Co-Founder, LiveEasy

"We've been able to make immediate and impactful improvements to our business with Regal. We're performing better than ever and it's thanks to the insights and AI tools that Regal has given us"

Read the Case Study

Eric Peschke

VP of Marketing, Zintex

"We're big fans of Regal and how it makes our agents jobs a lot easier. We broke appointment records after the first six months!"

Read the Case Study

Bruce Davidson

Director of Client Services, Clancy

“AI has changed how we do things. Before, we had to roll the dice with other call centers, which obviously had varying results. AI Agents have been nothing but consistent and reliable, I don’t think we’ll ever offshore our calls again.”

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James Hummer

VP of Sales, Ethos

“Regal’s AI Phone Agent has been a game-changer for our sales calls. Its features seamlessly integrate into our workflow, allowing us to test, stay compliant, and improve our results at every stage.”

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Robby Romance

Director, Strategic Partnerships, HealthBird

"Regal has helped us improve our sales per agent per day by 250%, improve our answer rates by 100%, and our conversion rates by 40%. As a result, we have been able to engage with more qualified prospects, verify their info for successful conversions, and drive additional revenue."

Read the Case Study

Michael-Rose Sandow

Director of Sales Operations, Kin Insurance

"Regal allows us to connect with more leads, have more meaningful conversations with those leads, and ultimately convert more leads into paying customers."

Read the Case Study

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Read the Case Study

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William Lucas

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Read the Case Study

Scott Chesrown

Co-Founder & COO, Perry Health

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Read the Case Study

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Read the Case Study

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Read the Case Study

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