Conversely AI

Supercharge ROI: Lead Insights and Analysis to Lower Cost Per Acquisition

Insurance sales lead management

Leads can be expensive.  Knowing what is driving the outcome of each call by analyzing what is being discussed from an agent and customer perspective is critical, but, unfortunately, this is often one of the most time-consuming areas in call center sales.

Conversely AI has introduced the first of its kind SaaS platform where internet click to call lead data isn’t just gathered, its harnessed to identify your best lead sources and campaign creatives (along with a host of other valuable data points), maximizing the efficiency of each interaction to lower your cost per acquisition and cost per quote. Trained AI-models quickly and efficiently scan conversations to identify, score, and/or summarize valuable pieces of information so your executive team, supervisors, and agents have the insights needed to sell smarter.

Here are 7 of the most productive ways your call center can benefit from a comprehensive lead management system:

  1. Mitigate Potentially Misleading Ads

Immediately identify suspicious activities in your ad campaigns quickly and effectively. For example, are you seeing thousands of calls coming in from a specific television commercial but no conversions?  Our trained AI systems aggregate the top reasons why people are calling from this ad source, such as “free gift card”, making it easy to detect fraudulent ads and offers. By catching these early, you can mitigate potential damage and protect your investments.

2. Interpret Purchase Intent

Quickly gauge the caller’s intention to buy with AI, allowing you to see which lead sources have the highest propensity of customers ready to purchase.  Lower intent assignment can also help you refine your spending with targeted lead providers.  Seeing how agents can convert customers who come into calls with different level of intents to buy can also help you optimize your routing strategy to lower overall cost per acquisition.

3. Overcome Objections Early

The system recognizes stated objections instantly, equipping your agents with the opportunity to address concerns promptly and effectively. By understanding these objections, you can tailor your approach to overcome them and drive successful conversions.

4. Confirm Quotation Status

Executives and supervisors can easily verify whether a quote was given during a call, ensuring no potential sale has been overlooked. Having this aggregated data in your dashboard also makes it incredibly easy to track sales quote goals and compare them by date, agent, or team.  This also aids in follow-up processes and increases the chances of converting a lead into a successful sale.

5. Track Successful Sales

Stay updated on the policies sold, accurately mapping out your sales trajectory. This information helps you identify successful strategies and agents, creating a roadmap for future sales.

6. Understand Real Call Dispositions

Comprehend the core reason behind each call, allowing you to personalize each customer interaction.  We all know that agent-selected dispositions can be wildly incorrect.  Using AI to assign disposition categories with a granular disposition matched to each call can help power your decision making on lead sources.

7. Spot Anomalies in Customer Patterns

Recognize unusual behavior shifts in customer patterns, altering you to possible issues or untapped opportunities. By spotting these anomalies, you can respond proactively, addressing potential problems or leveraging new opportunities.

Our AI-driven approach doesn’t just streamline your call center operations; it empowers your team to sell smarter. The ability to quickly adapt, identify opportunities, and enhance customer satisfaction creates a roadmap for sustained success in the dynamic landscape of call center sales.  Here’s to unlocking unprecedented success and supercharging your ROI through the dynamic lens of call center lead insights!

For more information about our lead management SaaS platform, please visit

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