High-Intent Lead Prioritisation for Insurance
The Challenge
Agents sift through piles of mixed-quality leads from campaigns and partners, with no quick way to separate real buyers from window shoppers.
But here is the real problem:
Large portions of daily leads are ineligible or low intent.
As a result:
Agents spend hours on dead-end calls and morale drops.
High-intent prospects get slow follow-ups.
As a result:
Conversion-ready buyers leak to competitors.
No consistent scoring across sources.
As a result:
Leads that could close fast sit in queues.
The Approach
We mapped the lead path from form-fill to first agent touch to remove lag and inconsistency.
The first 5–10 minutes after capture determines win rates.
Manual dial-outs are too slow for campaign peaks.
Scoring signals were scattered across CRM, forms, and call notes.
We needed a solution that could:
Engage prospects instantly before intent decays.
Score eligibility and urgency in real time.
Shield agents from unqualified chatter so they focus on hot leads.
The Solution
We deployed a pre-qualification voice agent tuned for insurance eligibility and intent.
Instant Outreach
Calls every new lead within seconds and confirms availability.
Conversational Scoring
Asks coverage, premium comfort, timeline, and verifies contactability.
Smart Routing
High scores auto-bridge to an agent; nurture routes go to follow-up cadences.
Noise Filtering
Flags spam or mismatched profiles so they never hit the queue.
The Impact
After rollout, teams reported:
62%
less time wasted on unqualified leads.
33%
higher conversion on high-intent prospects due to faster follow-up.
Result? Lead to live call in under 90 seconds.
Precision at scale so every agent minute lands on the right buyer.
