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International Phone Sales Systematization

Boosting insurance plans sales for a multinational bank


A multinational bank needed to expand its insurance plans sales. This operation was previously executed by their telemarketing operation in Mexico City, which did not offer global coverage. Besides, operation management was becoming more complex and delivering low profit margins.
Atento became their ideal global partner by providing one of the High Value Voice solutions: Digital Sales.


  • Pilot plan in El Salvador starting with 5 agents and followed by growth projection.
  • Cultural training including different accents and regional idioms.
  • Call Manager technology, which allows to get customer data very quickly.
  • Recording system to monitor transactions and calls quality.


  • For 3 years, Atento’s call center has been the first sales channel for this bank.

  • Sales multiply 86 times on a monthly basis vs pilot plan.