Allied Health Agency Strengthens Sales and Post-Close Compliance While Saving 700+ Coaching Hours
Allied Health Agency is a leading independent insurance brokerage that helps individuals access transparent, affordable health coverage tailored to their needs.
Located
Dallas, Texas
Industry
Insurance
720+
36%
65%
See How Outdoo Turns Practice Into Performance with AI Roleplays?
Book a DemoSince 2012, the agency has served over a million customers with PPO and custom plans designed around individual health needs and lifestyles.
Operating a high-volume, direct-to-consumer sales model in a highly regulated healthcare environment, Allied Health places a strong emphasis on compliance, clarity, and customer education — ensuring every conversation protects both the customer and the business.
The Challenge
Allied Health manages thousands of inbound and outbound calls each quarter across sales, verification, and post-close teams. Maintaining consistent compliance, sales quality, and script adherence at that scale was increasingly difficult.
Managers relied heavily on manual call reviews, which limited coverage and made it hard to identify systemic issues. Post-close conversations, critical for regulatory compliance and long-term retention, varied widely by agent, increasing the risk of customer confusion and cancellations.
Without scalable call analysis, coaching was reactive and inconsistent. Key behaviors such as affordability rebuttals, billing explanations, and post-sale confirmations were executed unevenly, impacting close quality and increasing operational risk.
In a regulated insurance environment, these gaps directly affected compliance confidence, customer trust, and revenue protection.
The Solution
Allied Health implemented Outdoo’s AI-powered roleplays and real-call coaching across its sales and post-sales workflows. Outdoo gave enablement and sales leaders a single system to practice skills, measure real performance, and coach using objective, conversation-level data.
AI Roleplays that Replicate Real Word Qualification Scenarios
Allied Health used AI roleplays to prepare agents for real-world sales and qualification scenarios, including affordability objections, eligibility discussions, and discovery depth. New hires and existing reps practiced against AI buyer personas before taking live calls, accelerating readiness while reducing compliance risk.
“We finally have a way to drill into real objections before a rep ever goes live. The roleplays let us refine tone, wording, and compliance phrasing in a controlled environment before it impacts a real customer. ”
Post-Sales Roleplays to Reinforce Compliance Behaviour
Post-close conversations are longer and more structured than the initial pitch, covering value reinforcement, billing explanations, surveys, referrals, and regulatory disclosures. Allied Health used post-sales roleplays to standardize these conversations and reinforce non-negotiable compliance behaviors.
“The post-close is just as important — if not more — than the pitch itself. Outdoo helps us ensure agents don’t shortcut critical compliance steps that protect both the customer and the business. ”
AI Coaching for Continuous Improvement
With Outdoo’s real-call scoring and AI-generated summaries, Allied Health automated QA across thousands of calls. Managers gained visibility into exactly where agents struggled — from discovery depth to closing confidence — and could intervene immediately with targeted coaching.
Instead of sampling a handful of calls, leaders reviewed every conversation that mattered, shifting coaching from opinion-based to data-driven.
“Instead of spending hours manually reviewing calls, we’re coaching off real performance data every single day. When someone scores low, we can intervene immediately and correct the behavior before it impacts revenue. ”
The Impact
By adopting Outdoo, Allied Health transformed how it coaches sales and post-sales teams — improving compliance confidence, strengthening sales execution, and reclaiming hundreds of hours previously lost to manual QA.
721+ Coaching Hours Saved in One Quarter
Outdoo automated call summaries and scorecards across more than 1,500 calls in Q4, saving over 721 hours of manual review time. This equated to roughly 90 working days of productivity, allowing managers to focus on coaching rather than auditing.
Stronger Compliance and Sales Behaviors
AI scorecards revealed consistent gaps in affordability rebuttals, billing explanations, referrals, and post-sale reinforcement — areas that previously lacked visibility. With targeted coaching, Allied Health improved execution in these lowest-performing behaviors without increasing call volume.
More Consistent Sales Outcomes and Lower Risk
Standardized post-close conversations reduced customer confusion and improved downstream retention. By reinforcing compliance-critical steps and value articulation, Allied Health increased sales consistency while protecting against regulatory and cancellation risk.
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