Inbound Lead Pre-Qualification for Insurance Sales Teams
The Challenge
Inbound calls mix serious buyers with inquiries that never close.
But here is the real problem:
Agents burn minutes on basic fit checks.
As a result:
Queues grow and VIP callers wait.
No early disqualification layer.
As a result:
Backlog hides the few high-value policies.
The Approach
We inserted a screening layer before human queues.
Most callers repeat the same five qualification questions.
Capturing consent and basic KYC up front speeds every downstream step.
We needed a solution that could:
Automate first-touch screening and eligibility.
Route only qualified intents to licensed agents.
The Solution
A pre-qual voice flow that greets, screens, and routes.
Greeting + Identity Check
Confirms purpose, policy type, and region up front.
Eligibility Triage
Captures age, coverage needs, and readiness to buy.
Smart Routing
Routes hot intents to agents; sends others to self-service or nurture.
The Impact
Operations outcomes:
55%
shorter queue times for qualified callers.
31%
uplift in agent productivity per hour.
Result? Every inbound call is qualified before an agent picks up.
Faster routing, happier customers, higher close rates.
