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Case study
Outbound sales

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Placeholder study2 min read

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Enquiries reached

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Average first conversation

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Advisors only see warm leads

Overview

Placeholder story. An insurer uses the agent to ask what cover someone wants, then routes the warm enquiries to advisors with the notes attached.

Harbor Cover×VAANI AI

The gap

Health, motor, and term enquiries land in one queue. Advisors call down the list and spend most of the hour on people who were only comparing prices.

The call

The agent asks which cover, who it is for, and how soon they want to decide. It does not quote a premium. It marks the lead and hands the serious ones across.

That included:

Asks which cover, who it is for, and how soon they want to decide
Does not quote a premium
Marks the lead and hands the serious ones across

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What the team keeps

Advisors start from a note, not a blank form. The first human minute is about the policy, not about finding out why the person called.

What changed for the team taking the lead

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Enquiries reached

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Average first conversation

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Advisors only see warm leads

Built for the first call, while the lead is still warm

The details a sales desk checks before it turns this on.

First call while the form is warmThe agent dials before the person has talked to someone else or forgotten the form.

Qualification on the callAmount, timeline, and whether the person can talk now get written down before a human joins.

A person only for the ready onesOfficers and advisors open a lead that already has notes, not a blank form.

Hindi and English in one conversationThe language can change without starting a second call.

Build yours next

The next lead. Called while it is still warm.

Each of these studies is still a placeholder. The job is the same: call a new lead while the intent is warm, qualify it, and hand a person only the conversations worth taking.

A person joins when the conversation is worth taking.

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