MyPlanAdvocate
Lead qualification
Temps routed ineligible callers to hit quotas. Now, AI voice agents filter impartially, doubling conversion rates.
- ~210k monthly calls handled by AI
- 2x conversion rate on qualified calls
Spot-checks left most calls dark. AI now covers every one—revealing the first 90 seconds beat demographics as a conversion predictor.
One of India's fastest-growing digital life insurers, with online business grown tenfold over five years at nearly four times the industry growth rate, and one in three new customers now acquired digitally.
Sales teams relied on selective call reviews, leaving the vast majority of customer conversations unanalyzed. Without full visibility into calls, the...
“The Voice AI platform has helped the company better understand customer intent at scale, enabling more meaningful interactions and customer-centric product innovation.”
Also reported by
Life insurance, pension plans, and investment products in India.
Provided its Voice AI Suite to analyze customer conversations and generate sales insights.
Max Life Insurance's Sales call analysis is part of this use case:
Related implementations across industries and use cases
Temps routed ineligible callers to hit quotas. Now, AI voice agents filter impartially, doubling conversion rates.
Sales spent countless hours on manual trial reminders. Now, AI voice agents handle outreach and qualify leads, freeing reps to close.
30 minutes per letter, 1,000+ sent per rep each year. AI now drafts and transcribes; no message reaches a customer without a human review.
Manual QA left 90% of calls unchecked. AI now audits every interaction, accurately capturing mixed Hindi-English conversations.
With 96% of calls unreviewed, recurring patterns took months to surface. Now every call is evaluated for agent tone, empathy, and sentiment.
Reviewing handwritten, unstructured documents took handlers up to an hour per claim. Now, AI extracts and validates data automatically.
Agents spent up to 6 minutes writing inconsistent notes. Now, AI instantly summarizes 55,000 weekly calls directly into the CRM.
Advisers were bottlenecked by manual market scanning and data validation. Now, an AI agent reviews 1,500+ signals to deliver vetted leads.
Fragmented legacy tools bottlenecked underwriters. A unified platform and GenAI assistant now automate data extraction across 25 countries.
Spot-checks left most calls dark. AI now covers every one—revealing the first 90 seconds beat demographics as a conversion predictor.
One of India's fastest-growing digital life insurers, with online business grown tenfold over five years at nearly four times the industry growth rate, and one in three new customers now acquired digitally.
Sales teams relied on selective call reviews, leaving the vast majority of customer conversations unanalyzed. Without full visibility into calls, the...
“The Voice AI platform has helped the company better understand customer intent at scale, enabling more meaningful interactions and customer-centric product innovation.”
Also reported by
Life insurance, pension plans, and investment products in India.
Provided its Voice AI Suite to analyze customer conversations and generate sales insights.
Max Life Insurance's Sales call analysis is part of this use case:
Related implementations across industries and use cases
Temps routed ineligible callers to hit quotas. Now, AI voice agents filter impartially, doubling conversion rates.
Sales spent countless hours on manual trial reminders. Now, AI voice agents handle outreach and qualify leads, freeing reps to close.
30 minutes per letter, 1,000+ sent per rep each year. AI now drafts and transcribes; no message reaches a customer without a human review.
Manual QA left 90% of calls unchecked. AI now audits every interaction, accurately capturing mixed Hindi-English conversations.
With 96% of calls unreviewed, recurring patterns took months to surface. Now every call is evaluated for agent tone, empathy, and sentiment.
Reviewing handwritten, unstructured documents took handlers up to an hour per claim. Now, AI extracts and validates data automatically.
Agents spent up to 6 minutes writing inconsistent notes. Now, AI instantly summarizes 55,000 weekly calls directly into the CRM.
Advisers were bottlenecked by manual market scanning and data validation. Now, an AI agent reviews 1,500+ signals to deliver vetted leads.
Fragmented legacy tools bottlenecked underwriters. A unified platform and GenAI assistant now automate data extraction across 25 countries.