US Health Insurance Brokerage
Challenge: Inbound AEP volume was overwhelming a 20-seat in-house team. Abandon rate hit 18% and speed-to-lead on web inquiries was over 9 minutes.
What we did: Stood up a 60-seat licensed agent pod with AI copilots for plan lookup, real-time compliance guardrails, and 100% call QA via speech analytics. Auto-dial on web leads inside 60 seconds.