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
Contractors dialing by hand hit volume limits with uneven quality. Poppy, a voice AI, qualifies prospects and hands them to licensed agents.
A US pet insurer operating in a market with only 4.3% penetration, where many first-time owners underestimate veterinary costs and need education and guidance before purchasing.
Outbound sales depended on external contractors for manual dialing, which imposed capacity limits, agent availability mismatches, and inconsistent...
“公司致力於提供客製化且細緻的服務,特別強調客戶與團隊互動時的關懷。”
Also reported by
Pet insurance and wellness plans for dogs and cats.
Pumpkin's Outbound sales calls 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.
Rising call volume outpaced staff capacity, creating a cycle of catching up. An AI agent now handles 7k calls a month, booking directly to the EHR.
Spot-checks left most calls dark. AI now covers every one—revealing the first 90 seconds beat demographics as a conversion predictor.
Temps routed ineligible callers to hit quotas. Now, AI voice agents filter impartially, doubling conversion rates.
Manual outreach took days, reaching only 3% of visitors. An AI agent now books meetings instantly, generating $1M revenue in 90 days.
Manual underwriting and billing created operational bottlenecks. AI now automates submissions and policy checks, freeing brokers for advisory work.
Reviewing handwritten, unstructured documents took handlers up to an hour per claim. Now, AI extracts and validates data automatically.
Data siloed across five products, no shared identity. A unified ID and AI trained on slang now complete cancellations inside the chat.
Agents summarized every call by hand and memorized talk scripts. Voice-to-text and real-time screen pops cut after-call work by 80%.
Contractors dialing by hand hit volume limits with uneven quality. Poppy, a voice AI, qualifies prospects and hands them to licensed agents.
A US pet insurer operating in a market with only 4.3% penetration, where many first-time owners underestimate veterinary costs and need education and guidance before purchasing.
Outbound sales depended on external contractors for manual dialing, which imposed capacity limits, agent availability mismatches, and inconsistent...
“公司致力於提供客製化且細緻的服務,特別強調客戶與團隊互動時的關懷。”
Also reported by
Pet insurance and wellness plans for dogs and cats.
Pumpkin's Outbound sales calls 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.
Rising call volume outpaced staff capacity, creating a cycle of catching up. An AI agent now handles 7k calls a month, booking directly to the EHR.
Spot-checks left most calls dark. AI now covers every one—revealing the first 90 seconds beat demographics as a conversion predictor.
Temps routed ineligible callers to hit quotas. Now, AI voice agents filter impartially, doubling conversion rates.
Manual outreach took days, reaching only 3% of visitors. An AI agent now books meetings instantly, generating $1M revenue in 90 days.
Manual underwriting and billing created operational bottlenecks. AI now automates submissions and policy checks, freeing brokers for advisory work.
Reviewing handwritten, unstructured documents took handlers up to an hour per claim. Now, AI extracts and validates data automatically.
Data siloed across five products, no shared identity. A unified ID and AI trained on slang now complete cancellations inside the chat.
Agents summarized every call by hand and memorized talk scripts. Voice-to-text and real-time screen pops cut after-call work by 80%.