Case Study

How The Globe Life Team DOUBLED Their Close Rate with Kendo AI

New agents went from 33% to 60%+ close rates in just 6 months

New agents went from 33% to 60%+ close rates in just 6 months

New agents went from 33% to 60%+ close rates in just 6 months

New agents went from 33% to 60%+ close rates in just 6 months

2x

Close Rate Increase

33% → 60%+ for new agents

Hours

Saved Per Leader/Day

No more random role plays

6 mo

180-200%

Early Adopter

One of Kendo's earliest customers

The Problem

01

Leaders spending hours on role plays

With a big sales team, leaders were spending hours every single day doing random role plays with individual reps instead of focusing on their own sales.

01

02

New agents weren't prepared

Brand new agents were starting with only around 30-33% close rates — they weren't getting enough repetition and practice before hitting live calls.

02

03

Hard to diagnose problems

When seasoned agents struggled, leaders had to spend time figuring out where the problem was instead of having clear data on what needed fixing.

03

After Kendo

Close rates nearly doubled for new agents

New agent close rates went from ~30% to 60%

New agent close rates went from ~30% to 60%

"Our closing rate for brand new agents has been almost close to double with the use of Kendo just because they're getting that repetition, they're getting the rebuttals, they have the practice."

— Jess Chang, Partner at Globe Life

Before Kendo

Before Kendo

Before Kendo

After Kendo

After Kendo

After Kendo

70%

70%

70%

40%

40%

40%

20%

20%

20%

0%

0%

0%

Close Rate %

Close Rate %

Close Rate %

Before Kendo (45+ days)

After Kendo (14 days)

Result: New agent close rates went from ~33% to over 60%

For New Agents

•Role play every piece of the script from intro to referral collection


•Practice booking appointments, rebuttals, cementing, and more


•Get graded on performance — gamification drives improvement

For Struggling Agents

Plug them back into Kendo to role play the problem area

•See problem areas clearly — fix their script and presentation

•No more guessing what's wrong

For Leaders

Hours saved every day — no more random role plays

•Focus on making their own sales instead

•Track minutes logged to predict performance

The Interview

Questions We Asked Waylon

Answers are paraphrased. Some explanations are ours, not direct quotes.

Answers are paraphrased. Some explanations are ours, not direct quotes.

(0:00-0:54)

"My name is Jess Chang. I'm a partner at Globe. I work in life insurance industry. I've been in the industry for about a decade now."

— Jess Chang, Partner

Jess has been one of Kendo's earliest customers since May/June — about 6 months at the time of interview. She's been a true believer from the start and has sent many referrals.
The Bottom Line
Metric
Result
New agent close rate
33% → 60%+ (nearly doubled)
Leader time saved
Hours every day on role plays
Show ratios
Increased
New agent activity
More activity within new agents
Agent preparedness
More prepared when they start selling
Time as customer
6 months (one of earliest customers)

Timeline Context: United Insurance Pros joined Kendo about 3 months before this interview. Waylon describes himself as a "slow mover" who needs to see something work before implementing at scale — once he saw results, Kendo was added to literally everything they do and became required in their SOPs.

Become Our Next Success Story

Ready to transform your sales team's performance like Waylon did?

Ready to transform your sales team's performance like Waylon did?

Ready to transform your sales team's performance like Waylon did?