Insurance|Sales

MyPlanAdvocate
Lead qualification

Temps routed ineligible callers to hit quotas. Now, AI voice agents filter impartially, doubling conversion rates.

PublishedDec 19, 2025|1 month ago

Key results

Monthly Calls Handled
~210k
Conversion Rate
2x

Result highlights

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The story

A nationally licensed insurance brokerage helps consumers navigate Medicare enrollment, operating in a highly regulated environment where the majority of annual demand compresses into just seven weeks.

During this peak period, thousands of daily inbound calls overwhelmed staff, while temporary hires often routed ineligible callers to agents to meet...

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Quotes

The company

MyPlanAdvocate logo

MyPlanAdvocate

myplanadvocate.com

Medicare insurance advisory and plan comparison platform.

IndustryInsurance
LocationFort Lauderdale, FL, USA
Employees11-50
Founded2021

62 AI case studies in Insurance

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