THE CHALLENGE
A Medicare Advantage agency was paying premium prices in inbound calls but
struggled to turn those calls into sales.
Without any structured screening process, sales agents spent valuable time on
unqualified leads, resulting in inconsistent performance and inflated acquisition costs. The agency needed a scalable way to identify and prioritize high-quality prospects before routing them to licensed agents.
SOLUTION
The agency implemented Conversely AI Virtual Fronter Agents to pre-qualify inbound leads. Trained on thousands of real conversations, the Virtual Agent seamlessly guided callers through the qualification process by:
- Verifying Medicare Advantage eligibility
- Explaining what to expect when speaking with a licensed agent
- Passing only qualified, interested prospects to the sales team
This automated pre-screening process introduced consistency and efficiency where there had previously been none—ensuring agents only spoke with the right people, without adding human overhead.
RESULTS
- 311% increase in conversion rate compared to leads that bypassed the Virtual Agent.
- 150% more calls progressed to full product presentations with licensed agents.
- Agencies shifted focus from lead volume to conversion quality, reflecting stronger downstream performance.
- Human screening costs avoided entirely, freeing budget for growth initiatives.
- Licensed agents reported a significant improvement in lead quality and overall sales efficiency.
SUMMARY
By introducing Virtual Agents to pre-qualify inbound Medicare leads, the agency transformed its sales funnel—improving efficiency, boosting conversions, and ensuring every agent conversation counted.
