Customer interview

eFinancial

Hear how one of America’s largest direct brokerages migrated to Genesys Cloud ahead of schedule

Work Email*

First Name*

Last Name*

Job Level*

Job Function*

Company Name*

Telephone*

Country*

State/Province*

Your Website*

City*

Job Title*

Industry*

Level of Interest*

Number of Agent Seats*

I would like someone to reach out to me

As one of America’s largest direct brokerages, eFinancial helps customers get the right life insurance — easier, faster and more affordably. A lifelong Genesys on-premises customer, eFinancial made the move to the cloud as part of a larger organizational shift of all its software services.

It chose to stick with Genesys and moved to the Genesys Cloud™ platform for its scalability, advanced routing and workforce engagement management capabilities.

The migration from on-to Genesys Cloud was accomplished three weeks ahead of schedule and enabled record-breaking sales.

Customer story highlights

Achieved a three-month on-premises to cloud migration plan in 21 days
Eliminated four yearly software updates
80% reduction in web response time – from 10 minutes to 2 minutes
25% increase in dials and contacts
100% of agents now work from home