Customer Success Story

    How JG Wentworth
    Doubled Conversions in Weeks

    They tested HelloScreen on 20% of their calls. The results were so clear, it became a no-brainer: screen sharing custom payment plans to prospects' phones converted twice as often as voice-only calls.

    2x

    Conversion rate vs. audio-only calls

    2 weeks

    From pilot to proven results

    100%

    Now core to every rep's toolkit

    JG Wentworth

    The Old Way Wasn't Working

    JG Wentworth's reps were fielding inbound calls from people who needed cash now — but explaining structured settlements and payment programs over the phone wasn't cutting it. Too many leads would hang up confused, overwhelmed, or skeptical about the numbers.

    The team knew they needed a way to show prospects what their custom payment plan would look like — in real time, while they had them on the line. But scheduling Zoom calls killed momentum, and texting links felt disconnected from the conversation.

    The Test: Show, Don't Tell

    JG Wentworth decided to try something different. They rolled out HelloScreen to just 20% of their sales team for a two-week pilot. The concept was simple: screen share a custom presentation to the prospect's phone — instantly, mid-call, with zero friction.

    Reps would pull up the prospect's information, build a personalized payment breakdown on their screen, then drop a HelloScreen link. Seconds later, the prospect was seeing exactly what their cash payout and payment schedule looked like — no app downloads, no fumbling with email.

    Custom presentations built from prospect data in real time
    Instant screen sharing to any phone, mid-conversation
    Zero friction for prospects — no downloads or sign-ups
    Visual proof that builds trust and eliminates confusion

    The Numbers Don't Lie

    Two weeks in, the data was undeniable. Calls where reps used HelloScreen to screen share their presentation converted more than twice as often as traditional audio-only calls. The pilot wasn't just successful — it made the decision obvious.

    HelloScreen wasn't a nice-to-have. It was a competitive advantage. Today, it's a core part of every rep's workflow at JG Wentworth.

    "We tested HelloScreen on 20% of our calls for two weeks. The results were clear: calls where reps screen shared a custom presentation to the lead's phone converted more than twice as often. It was a no-brainer. Now it's a core part of every rep's toolkit."
    — Sales Leadership, JG Wentworth

    Why It Worked

    The secret? Timing and clarity. HelloScreen let JG Wentworth reps show prospects exactly what they'd be getting — in the moment, while they had their attention. No follow-up emails. No "let me send you a link." Just instant visual proof that closed deals on the spot.

    When prospects can see their personalized payment plan on their phone screen while talking to a rep, trust builds instantly. Objections vanish. Deals close faster.

    Ready to double your conversions?

    Join JG Wentworth and other teams who've proven that showing beats telling — every single time.