Case Studies

Private Medical Healthcare Case Study

Client Description Summary

CPT has been working in partnership with one of the largest private medical insurers in the UK for over 3 years. The client organisation offers award-winning solutions for global banking, life & pensions requirements, market-leading investment services and healthcare services. The organisation is one of Europe’s leading financial institutions and has over 7million customers worldwide.

Business Challenge

CPT were entrusted with contacting small business prospects, typically with less than 100 employees, to arrange appointments for our client’s direct sales consultants to meet the decision-maker with the purpose of discussing that organisation’s private medical healthcare requirements.

Solution

CPT developed a specialist team of experienced sales agents with the required skills to set qualified sales appointments with measured opportunities for our client to sell corporate private medical insurance policies.

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