Case Studies

Swiss Life Select Drives Sales Performance with Centrical

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.”

Building team culture and healthy competition

David shared that in sales branches all over, written out leaderboards were hanging on the walls. So, when they provided their sales agents with Centrical where they saw the leaderboard in real- time on their phones, were able take the next best action immediately to rise the ranks, compete in individual and team challenges and more, their performance skyrocketed because their motivation and drive to win increased.

Improving sales performance

Swiss Life Select wanted to provide their sales agents with a seamless experience that would not only motivate the agent to improve their own performance but also to increase overall company performance.

“Centrical has an amazing team that gave us an outside view on our business. We are proof that Centrical has a high impact on sales performance.”

David Windlin Head of Sales Coordination for Swiss Life Select