01

Outbound Sales & Acquisition

Vernice Merchants delivers structured, compliant outbound programmes that drive revenue, acquire customers, and improve retention for insurance, fintech, and enterprise clients.

Capabilities

  • Lead generation and qualification
  • Insurance product sales (life, short-term, health)
  • Policy reviews, upgrades, and retention calls
  • Cross-sell and upsell initiatives
  • Appointment setting and warm-up campaigns

How We Operate

  • Sales-coached agents with product training
  • Scripted yet conversational engagement
  • Compliance-aware selling aligned to FAIS and POPIA
  • Daily reporting, conversion tracking, and optimisation
02

Inbound Customer Care & BPO

Reliable inbound support that enhances customer satisfaction, reduces churn, and strengthens brand trust across voice, email, and chat channels.

Capabilities

  • Customer service and contact centre operations
  • Account and policy enquiries
  • Claims support and escalation handling
  • Tier-1 technical and product support
  • Email, voice, and live chat support

24/7 Coverage

  • After-hours and weekend support
  • Holiday and public holiday cover
  • Follow-the-sun models for global clients
  • Flexible shift patterns to match your SLAs
How We Start

Engagement Onboarding Workflow

1

Discovery & Scoping

We assess your volumes, channels, compliance needs, customer profiles, and success criteria. This phase produces a scope document and delivery proposal.

Week 1
2

Solution Design

Team structure, shift models, technology requirements, scripts, QA frameworks, and KPIs are defined and agreed with your stakeholders.

Week 2
3

Recruitment & Training

Agents are recruited to your profile, trained on your products, coached on compliance, and assessed before going live.

Weeks 2-3
4

Nesting & Calibration

Supervised live calls with real-time coaching, call scoring, and calibration sessions between your team and ours.

Week 3-4
5

Go-Live & Ramp

Full production begins with daily reporting, QA reviews, and performance tracking. Volumes ramp to target over the first 2-4 weeks.

Week 4+

Looking for a tailored BPO solution?

We scope, staff, and manage contact centre operations to your exact requirements.

03

Campaign Setup, QA & Performance Management

Every engagement is built on structured onboarding, continuous quality assurance, and transparent performance reporting.

Onboarding & Training

  • Campaign discovery and requirements mapping
  • Agent recruitment and product training
  • Script development and compliance review
  • Knowledge transfer and brand alignment

Quality & Reporting

  • Call monitoring and QA scoring frameworks
  • Performance-driven KPIs and SLA tracking
  • Real-time dashboards and daily reports
  • Weekly and monthly executive summaries
Governance Framework

SLAs, Reporting & Escalation

Sample SLA Metrics

  • Answer rate: 80% of calls within 20 seconds
  • Abandonment rate: < 5%
  • First-call resolution: > 70%
  • QA score target: ≥ 85%
  • Customer satisfaction (CSAT): ≥ 4.0/5.0

SLAs are agreed per engagement based on campaign type, volumes, and client requirements.

Reporting Cadence

  • Daily: Agent performance, call volumes, conversion rates, disposition summaries
  • Weekly: QA scores, trend analysis, coaching actions, escalation log
  • Monthly: Executive summary, SLA performance, improvement plan, strategic review

All reports delivered via secure dashboard access and scheduled email distribution.

Escalation Model

  • Level 1: Team Lead — operational issues, agent performance, day-to-day queries
  • Level 2: Campaign Manager — SLA breaches, process changes, client requests
  • Level 3: Operations Director — contractual matters, critical incidents, strategic decisions

Escalation response times defined per SLA tier. Critical issues acknowledged within 1 hour.

Delivery Model

Flexible Engagement Options

Technology

Infrastructure & Capabilities

Dialler & Telephony

Predictive, progressive, and preview dialler modes. Cloud-based PBX with call recording, IVR, and ACD routing.

CRM & Integrations

Flexible CRM capability with API integrations to client systems. Lead management, disposition tracking, and data sync.

Dashboards & Analytics

Real-time performance dashboards, call analytics, conversion funnels, and agent scorecards accessible to client stakeholders.

Security & Compliance

Encrypted communications, role-based access controls, call recording retention policies, and POPIA-compliant data handling.

Multi-Channel Support

Voice, email, live chat, and SMS support capabilities. Channel blending allows agents to handle multiple interaction types.

Workforce Management

Scheduling, forecasting, adherence monitoring, and real-time intraday management for optimal staffing levels.

Use Cases

How Clients Work With Us

Insurance

Policy Sales & Retention Programme

A dedicated outbound team selling life and short-term insurance products, with compliance-aware scripting, FAIS alignment, daily conversion reporting, and monthly retention reviews.

Outbound Sales Dedicated Team FAIS-Compliant
Financial Services

Inbound Claims & Policy Support

Multi-channel inbound support handling claims lodgement, policy enquiries, account updates, and escalation management — with 24/7 coverage and QA scoring above 85%.

Inbound Care 24/7 Coverage Multi-Channel
Telecoms

Subscriber Retention & Upsell

Outbound retention campaigns for mobile and fixed-line operators, with cross-sell scripting, save-desk workflows, and daily churn reduction tracking.

Retention Cross-Sell Daily Reporting
Fintech

Customer Onboarding & Support

Shared-service inbound team handling account activation, KYC support queries, transaction disputes, and Tier-1 technical troubleshooting for a digital payments platform.

Shared Services Tier-1 Support KYC

Ready to discuss your outsourcing requirements?

From pilot programmes to full-scale operations — let's scope a solution that fits.