The AI Voice bot streamlines and enhances the lead generation process by automating outbound calls to potential insurance customers. Leveraging CRM data, website activity, and ad campaign leads, the AI bot initiates call and engages customers in meaningful conversations to understand their insurance requirements. During the interaction, it asks tailored questions to qualify the lead, capturing essential details such as full name, contact number, email, preferred policy type, and budget estimates. This automated, intelligent engagement reduces manual effort while increasing the accuracy and speed of lead qualification.
Once a lead is successfully qualified, the AI system seamlessly transfers the data to the CRM and assigns it to the appropriate agent. Notifications are sent to the agent via SMS, email, or WhatsApp, along with a concise summary of the call and customer responses, ensuring the agent is fully equipped for the next steps. After the agent finalizes the policy with the customer, the AI bot automatically generates an opportunity in the CRM for ongoing tracking and sends a secure payment link to the customer through their preferred communication channel. This end-to-end automation not only accelerates the sales cycle but also enhances the customer experience and drives higher conversion rates.
Benefits of AI Voice bot for Autogenerating Policy Leads:
- Automates lead data collection, ensuring agents focus only on qualified prospects.
- AI qualifies & informs agents for follow-up.
- Reduces manual data entry and accelerates agent response time.
- AI creates an opportunity in CRM.
- AI sends a payment link to the customer.
- AI tracks & automates reminders for lead closure.
- Ensures a seamless lead-to-payment workflow, reducing drop-offs and increasing conversions.
Outcome
Faster lead conversion, minimal manual work, and higher policy sales
Sampath Kumar Sabbineni (Sam) began his career as a software developer and gained valuable experience in various roles at prominent MNC’s such as Deloitte, Capgemini, and Amway over a span of 13 years. In 2016, he embarked on his entrepreneurial journey by joining Kraft Software Solutions in Kuala Lumpur, Malaysia, and has since expanded globally as a VKraft Software Services with branches in Singapore, India, Indonesia, and The USA. Sam provides a range of innovative Digital Solutions addressing challenges in the Digital Era. His vision is to lead at the forefront of the digital platform, offering products with unique functionalities across diverse sectors, including Healthcare, Insurance, Banking, Retail, Logistic, Environmental, and Manufacturing.