AI case study

Sammons Financial GroupVoice customer support

Reps navigated 16 systems per call. Now, AI voice agents autonomously resolve 20% of inquiries and trigger backend workflows.

Published|12 months ago

Key results

Cost Reduction
50%
Autonomous Resolution
20%

Result highlights

Unlock 2 result highlights

The story

Context

An employee-owned financial services firm managing $135 billion in assets and handling 2 million customer calls annually.

Challenge

Service representatives navigated 16 disconnected systems during a single transaction, while customers faced long hold times for basic inquiries that...

Solution
Unlock full story

Scope & timeline

  • Expected phone agent launch in 6 weeks

Quotes

Unlock 8 more quotes

The company

Sammons Financial Group logo

Sammons Financial Group

sammonsfinancialgroup.com

Insurance holding company for life insurance, annuity, and retirement products.

IndustryInsurance
LocationWest Des Moines, IA, USA
Employees1K-5K
Founded1996

The vendor

AI-powered CRM platform for sales, service, marketing, and commerce teams.

IndustrySoftware & Platforms
LocationSan Francisco, CA, USA
Employees50K-100K
Founded1999

Similar Case Studies

Related implementations across industries and use cases

141 AI case studies in Voice Agent

84 AI case studies in Insurance

443 AI case studies in Customer Service