How Orum Powers COVU’s Pipeline Growth and Productivity


COVU is revolutionizing insurance operations by partnering with independent agencies to deliver seamless experiences for their customers and peace of mind and scalability for their agency partners. By outsourcing operational tasks such as renewals, new business, and end-to-end policy administration and servicing, COVU enables agencies to maintain full ownership of their operations while fostering growth. However, building a pipeline that matches their ambitious goals requires an outbound platform that aligns with that ambition.
Enter Orum, the leading Live Conversation Platform that has helped COVU streamline productivity, test pitch strategies, and maintain the coveted "flow state" for sales teams. In this interview, Mo Safavi, Head of Growth / Founding Team, explains why and how they use Orum to grow their pipeline and connect with more prospects in less time.
A New Approach to Pipeline Building
When Mo Safavi and his team realized they needed a more effective way to connect with independent insurance agencies, they turned to Orum. “Most marketing channels limit the volume we can engage with. While each channel provides a certain level of reach, a fast-growing company like ours requires the ability to control the number of prospects we engage. Cold calling gives us that control and is a strong foundation for growth. Orum helped us establish this foundation for scalability and rapid expansion,” shared Mo.
With Orum’s ability to efficiently connect with prospects, COVU established a reliable pipeline-building strategy.
Enhancing Efficiency and Staying Productive
Orum’s high connect rates proved instrumental in keeping COVU’s BDRs productive. "Imagine you're calling for a few hours with a bad list and no strategy. You'll end up waiting too long between responses. That downtime impacts productivity and breaks focus,” explained Mo. Orum eliminated this challenge by providing consistent, high-quality connections that kept sales reps engaged and in the zone.
This constant momentum improved performance and allowed the team to maximize their outbound efforts. “With Orum, we talk to more prospects, and it’s less labor-intensive. Our team can stay focused and productive without being bogged down by inefficiencies,” said Mo.
The Power of A/B Testing Sales Pitches
A critical component of COVU’s success has been its ability to refine its messaging quickly. Orum’s platform enabled them to test multiple approaches rapidly. "Before Orum, A/B testing pitches was cumbersome and time-consuming. We can test different messaging quickly and see what works in real-time,” Mo highlighted.
This agility allowed COVU to identify industry-specific language and pitches that resonated best with their audience, giving them a competitive edge.
Leveraging Data for Smarter Strategies
Orum’s robust analytics also played a key role in refining COVU’s outreach. "We’ve used Orum’s insights to improve our lists and target the right prospects at the right time. The platform helps us figure out what works—like the best times to call and the ideal value props for specific audiences,” said Mo.
These insights helped the team craft highly targeted campaigns, ensuring each call had the highest chance of success. "It’s about being smart with your time and resources, and Orum has made that possible for us,” he added.
Unlocking the "Flow State"
According to Mo, one of the most profound benefits of Orum is its ability to help BDRs stay in the flow state.
This continuous engagement led to more booked meetings and higher-quality interactions, which ultimately translated into better results for COVU’s sales pipeline and continuous growth.
Mo sees Orum as more than just a dialer; it’s essential to COVU’s growth strategy. “Orum empowers us to build our pipeline smarter, faster, and more effectively,” he affirmed.
As COVU continues to scale, Orum's efficiency, data-driven insights, and productivity boosts will remain integral to its success.