AI case study

Mutual of OmahaAfter-hours lead response

After-hours leads used to wait until the next business day, cooling off overnight. Now AI texts them back and books callbacks instantly.

Published

Key results

Conversion Rate
27%
Callback Scheduling Rate
73%
Completed Callback Calls
28

Result highlights

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The story

Context

A life insurance provider whose sales team fields customer inquiries about plans, enrollment, billing, and claims only during standard business hours.

Challenge

Life insurance shopping doesn't happen on a schedule, with prospects researching plans and deciding to talk to someone in the evenings and on...

Solution
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Scope & timeline

  • 34% opt-in rate for AI SMS agent

Quotes

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The company

Mutual of Omaha logo

Mutual of Omaha

mutualofomaha.com

Insurance and financial services provider for individuals, families, and businesses.

IndustryInsurance
LocationOmaha, NE, USA
Employees5K-10K
Founded1909

The vendor

AI-powered conversation intelligence platform for revenue teams.

IndustrySoftware & Platforms
LocationSanta Barbara, CA, USA
Employees251-1K
Founded2008

Use case

Mutual of Omaha's After-hours lead response is part of this use case:

Lead Qualification
62 case studies(+79% YoY)
Proven impact?
Average
7.4Very strong
7.4Very strongwithin Sales

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