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Insurance
Multi-line agency doubles appointment-set rate with AI voice
A 12-producer agency replaced their outbound call rotation with an AI voice agent - and saw appointments per web lead jump from 9% to 21%.
2.3x
appointment-set rate
-71%
producer time on dials
+38%
policies bound per producer
The challenge
Producers were burning their mornings on cold call-backs instead of writing policy. Web leads were going stale within 24 hours.
The approach
- AI voice agent triggered inside 60 seconds of any web submission
- Structured qualification passed straight into the CRM
- Automatic calendar handoff with SMS reminders
- Producers only touched leads that were already appointment-set
"My producers stopped hating Mondays. Their calendar is full of already-qualified prospects."
- Agency Principal, Midwest US