A prospective customer browsing for vehicle finance on the customer portal, identifies a car of interest and upon selecting the “Contact Me” option, they are prompted to confirm their availability for a follow-up from an AVAF (Asset and Vehicle Finance) AI bot agent. If the customer is interested in exploring financing options, then they are guided through a short scheduling flow where they can specify the preferred date and time for the call. Immediate engagement is also offered through a “Call Me Now” option.
Upon receiving the call confirmation from the customer, the AI bot initiates call as per the schedule and engages customers in meaningful conversations to understand their requirements.
Throughout this process, it asks tailored questions to qualify the lead, and key customer data such as name, email, mobile number, selected vehicle, and budget estimates are collected. Additionally, management related information is gathered to track engagement and performance metrics such as call answer rates, peak contact times, and the types of vehicles and price points generating the most interest, enabling the business to optimize its outbound engagement strategy.
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.
Benefits of AI Voice bot for Autogenerating Policy Leads:
- Significantly reduces manual workload.
- Accelerating the lead qualification process.
- Intelligently captures and organizes the key data.
- The system ensures only high-quality leads are passed to agents.
- Real-time performance tracking including call answer rates, peak engagement windows, and popular vehicle segments provides valuable insights for refining sales strategies.
Outcome
Faster response times, minimal manual work, data-driven sales pipeline.
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.