Success Stories/Health Insurance
Insurance

Optimizing Lead Engagement and Conversion

A leading enterprise health insurance provider manages thousands of daily inquiries from prospective policyholders coming from multiple sources—website, mobile apps, campaigns, and call-ins. Timely engagement and accurate qualification of these leads were critical challenges, directly affecting conversion rates, customer experience, and operational efficiency.

Desible.ai partnered with the provider to implement an AI Voice Agent that automates lead engagement end-to-end, qualifying and interacting with prospects in real time, ensuring enterprise-grade reliability and measurable business outcomes.

Book a Demo
Insurance Workflow Diagram

The Challenge

Delayed Engagement

Prospects often experienced long wait times before receiving any response.

Fragmented Lead Streams

Inquiries from different channels were handled inconsistently, creating missed opportunities.

Inefficient Qualification

Manual screening of leads caused delays and inconsistent prioritization.

Limited Operational Visibility

Real-time insight into engagement performance and conversion rates was lacking.

Objective: Fully automate multi-source lead engagement, ensuring speed, accuracy, and operational transparency at scale.

The Solution

Desible.ai deployed a 24/7 AI Voice Agent to fully automate engagement for all incoming health insurance inquiries. Key capabilities included:

1

Instant Multi-Source Engagement

Leads are contacted immediately, whether from website, app, campaigns, or call-ins.

2

Intelligent Qualification

Captures structured intent, including coverage requirements, policy type, health profile, and urgency.

3

End-to-End Automation

The AI handles the entire lead interaction—from initial contact to qualification—without manual intervention.

4

Automated Continuity

Missed calls are retried automatically, and SMS/WhatsApp reminders are sent where appropriate.

5

CRM Integration

All interactions, source details, and outcomes are synced in real time for actionable insights.

The Outcome

With Desible.ai, the enterprise health insurance provider was able to:

1

Automate engagement across multiple lead sources end-to-end

2

Improve conversion efficiency through AI-driven qualification

3

Enable predictable and scalable operations without additional staff

4

Gain complete visibility into engagement performance across channels

"Desible.ai fully automated our lead engagement across all sources. Prospects are contacted and qualified instantly, without any manual intervention. This has improved customer experience, increased efficiency, and given us complete visibility into our operations."

VP - Sales

Enterprise Health Insurance Provider

45,000+

calls handled daily

30%

increase in qualified conversions

faster lead engagement

99.9%

platform uptime

Book a Demo

Desible.ai enables enterprise platforms to automate large-scale, compliant, human-like voice interactions, driving faster conversions and measurable business outcomes.