AI case study

MyPlanAdvocateLead qualification

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

Published|3 months ago

Key results

Monthly Calls Handled
~210k
Conversion Rate
2x

Result highlights

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The story

Context

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.

Challenge

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

Solution
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Quotes

Use case

MyPlanAdvocate's Lead qualification is part of this use case:

Lead Qualification
22 case studies(+20% YoY)
Proven impact?
LowVery Strong
12.7Very strong
11.3Very strongwithin Sales

The company

MyPlanAdvocate logo

MyPlanAdvocate

myplanadvocate.com

Medicare insurance advisory and plan comparison platform.

IndustryInsurance
LocationFort Lauderdale, FL, USA
Employees11-50
Founded2021

The vendor

ElevenLabs logo

ElevenLabs

elevenlabs.io

AI voice synthesis platform for text-to-speech, dubbing, and voice cloning.

IndustrySoftware & Platforms
LocationNew York, NY, USA
Employees51-250
Founded2022

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