Customer interview


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

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