Insurance · AI Lead Generation
Smarter lead generation for a national life insurer
An AI-driven lead scoring and routing engine that qualifies prospects in real time — so agents spend their day on the conversations most likely to become policies.
The challenge
The carrier's agents worked purchased lead lists top to bottom. Contact rates were falling, high-intent prospects waited hours for a callback while agents dialed cold numbers, and marketing couldn't say which channels actually produced policyholders — only which produced form fills.
What we built
Our forward-deployed team embedded with the carrier's sales-ops group and shipped in increments from week three:
- Real-time lead scoring — a model trained on three years of policy outcomes, scoring every inbound lead on intent and fit within seconds of capture.
- Intelligent routing — hot leads go straight to the best-matched licensed agent's queue; cooler leads enter automated nurture until their signals change.
- Channel attribution — closed-loop reporting connecting marketing spend to issued policies, not just form fills.
- CRM-native delivery — everything surfaced inside the agents' existing CRM; no new tools to learn.
The outcome
Within a quarter, agents were spending most of their day on scored, routed conversations. The carrier's cost per issued policy dropped by a third, and the scoring model now retrains monthly on fresh outcomes — run entirely by the client's own team, as designed.