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SalesTank Sales Enablement Platform:
A Case Study 

See how Scopic built a high-volume, compliance-aware sales dialing and lead-management platform that transforms outbound sales operations for insurance agencies in this sales enablement case study. 

The results

Minutes per call

reduced by removing manual dialing steps

Compliance checks

applied consistently across all outbound calls

Hundreds of calls

per day managed through automated workflows

Centralized platform

replacing fragmented manual tools and processes

Services Performed

Custom Software Development

Web Application Development 

Backend & API Development 

The Context

High-Volume Sales Challenges

SalesTank is a U.S. based sales enablement platform built for high-volume insurance agencies operating in heavily regulated environments.

What makes the client unique is the need to balance large-scale outbound calling, real-time lead routing, sales enablement content, and complex call workflows with strict compliance requirements (such as DNC rules, calling hours, and affiliate separation), all while maintaining performance and reliability at scale.

The challenge was clear: insurance agencies needed a reliable system to manage hundreds of calls daily while navigating complex regulatory requirements. This operational burden created three critical pain points:

Call-Flow Reliability
Issues

Call-Flow Reliability
Issues

Complex call transfers and broadcasts caused occasional disruptions that impacted agent productivity.

Performance Bottlenecks
at Scale

Performance Bottlenecks
at Scale

Lead delivery could pause under certain load or calling-hour conditions, affecting dialing continuity. 

High Compliance Sensitivity

High Compliance Sensitivity

Strict DNC, calling-hour, and affiliate rules meant small issues carried outsized legal and operational risk. 

The business impact was significant. Short disruptions during peak dialing windows could affect dozens of outbound call attempts per agent per hour. Even brief interruptions in lead delivery reduced contact rates during high-intent calling periods. Errors in lead handling or disposition logic created elevated legal and operational risk at scale. 

The Solution

Sales Dialing Platform

Scopic built and stabilized a high-volume, compliance-aware sales dialing and lead-management platform that integrates real-time telephony, intelligent lead routing, and robust performance safeguards.  
Reliable system design ensured agents can now access critical sales enablement material without performance delays or compliance risk, enabling insurance agencies to contact leads efficiently at scale while enforcing strict calling-hour, DNC, and affiliate rules. 
  We supported this platform with a modern and dynamic website design and a video showcasing the platform features and benefits. 

Here’s how it works: 

Lead Intake & Campaign Eligibility
Leads are assigned to campaigns based on agency, affiliate, location, and compliance rules. 
Automated Dialing
The auto-dialer continuously selects and calls eligible leads in real time.
Live Call Handling
Agents manage calls through transfers, broadcasts, and holds while the system maintains call state.
Disposition & Reporting
Outcomes are recorded against the correct lead and reflected in reports and exports.
Modular Microservice Framework 

Built with independent services for Routing, Logic (RBAC), Creative Content, and Execution, allowing the platform to adapt without disrupting operations. 

Technology Stack

The system leverages modern cloud architecture and robust telephony integration: 

Frontend

Backend

based microservices 

Telephony
Infrastructure
& Cloud

(ECS, RDS, EventBridge, CloudWatch)

Database
Monitoring
& Debugging
application logging

Project
& QA Tools

Website

Why It Worked

Success Factors

The solution’s success can be attributed to three key factors:

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Reliable Telephony Integration

Enabled complex call flows at scale with consistent state management. 

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Scalable Cloud Architecture​

Supported performance tuning and safe deployments under heavy load.  

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Incremental Delivery Approach​

Allowed rapid fixes, staged rollouts, and continuous improvement without disrupting active users.​

The Secret to Better Engagement

Before and After AI Integration

Before

Fragmented sales workflows with agents relying on manual dialing and
disconnected tools. 
Lower agent productivity with significant time wasted navigating systems, selecting leads, and handling calls manually. 
Manual compliance handling where calling-hour rules, DNC checks, and reporting depended heavily on human processes, increasing risk and inconsistency.

After

Centralized sales platform where agencies replaced manual and fragmented tools with a single system for lead management
and dialing. 
Increased agent efficiency as automated dialing and call handling let agents focus on selling instead of manual workflows. 
Built-in compliance and reporting where calling-hour rules, DNC handling, and reporting are enforced automatically at scale.

The Future of Sales Enablement

SalesTank sets the foundation for scalable, compliant outbound sales operations, enabling insurance agencies to grow lead volume, improve agent effectiveness, and adopt future automation and analytics without increasing operational or regulatory risk.

While SalesTank was specifically designed for insurance agencies, the core platform architecture is applicable to any high-volume sales operation that requires strict compliance management. Industries such as financial services, healthcare, telecommunications, and B2B sales organizations with complex regulatory requirements can benefit from similar solutions. The key is any business that needs to manage hundreds or thousands of outbound calls daily while maintaining compliance with industry-specific regulations.

Now It's Your Turn

Transform Your Sales Operations  

This case study for sale demonstrates how Scopic can revolutionize businesses with tailored sales enablement solutions. Ready to explore what’s possible for your company?

Schedule a free consultation today