Customer interview

eFinancial

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

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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

+1.888.436.3797

Genesys empowers more than 8,000 organizations in over 100 countries to improve loyalty and business outcomes by creating the best experiences for customers and employees. Through Genesys Cloud, the #1 AI-powered experience orchestration platform, Genesys delivers the future of CX to organizations of all sizes so they can provide empathetic, personalized experience at scale. As the trusted, all-in-one platform born in the cloud, Genesys Cloud accelerates growth for organizations by enabling them to differentiate with the right customer experience at the right time, while driving stronger workforce engagement, efficiency and operational improvements.