Use Case
Insurance Sales Lead Qualification
The Problem: Too Many Leads, Not Enough Capacity to Reach Them in Time
A rapidly growing insurance agency offering life, health, and auto policies saw a surge in leads from digital campaigns, referral partners, and lead marketplaces. However, their sales team struggled to keep up, leading to drops across the sales funnel.
Too many leads and not enough capacity meant licensed agents were overwhelmed and forced to pick and choose who to call, leaving many prospects untouched or delayed.
Hiring and onboarding new staff took time, during which leads turned cold. Rising operational costs, missed follow-ups, and lost revenue opportunities continued to build pressure on an already stretched team.
The Solution:
Voice AI Agents for Lead Qualification
Voice AI Agents for Lead Qualification
To solve this, Nurix AI deployed a voice-based assistant to qualify insurance leads. Acting as the first point of contact, the AI instantly identified intent, captured key details, and routed high-intent, ready prospects to licensed agents.
Lead Qualification
Before handing off to your team, the AI captures basic information and detects intent, filtering out cold leads so your team speaks only to qualified, interested prospects.
Instant Outreach at Scale
Reaches out to high volumes of leads the moment they come or show interest, striking while the iron is hot to maximize conversion potential.
High-Intent Lead Detection & Routing
When a lead is qualified, it’s in your hands within seconds. No chasing. Just ready-to-talk prospects delivered straight to your licensed agents.
Seamless Integration
Integrates with your AMS, so every qualified lead moves straight into your workflow.All data is updated within 2–3 weeks, and 100% of the heavy lifting is handled by Nurix with no manual steps and no disruption to your existing processes.
“We’re no longer wasting time on unqualified leads — Nurix AI gets the right ones to our team instantly.”
VP, Customer Experience, Insurance Agency
The Impact:
Faster Qualification. Higher Conversions
Faster Qualification. Higher Conversions
70%
of leads
were fully qualified by the AI before routed to the agents
50%
reduction in operational costs
as routine qualification tasks were offloaded from the sales team
10%
lift in conversion rates reported by agency
driving revenue growth without adding headcount or operational spend.
3×
faster response time
as AI reached leads quickly, reducing delays and boosting first-touch engagement.