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FinTech 3 months

Voice AI Sales Agent for InsureTech

Deployed an AI voice agent that conducts outbound insurance sales calls autonomously, converting 12% of leads to qualified appointments.

Voice AI AI Agent Development AI Automation
Verified Results NDA Signed US-Based PM Fixed Price
3% → 12%
Lead Conversion
50,000+
Monthly Call Capacity
-73%
Cost Per Appointment
+4x
SDR Productivity
3% → 12%
Lead Conversion
50,000+
Monthly Call Capacity
-73%
Cost Per Appointment
+4x
SDR Productivity

The Challenge

InsureTech's SDR team was calling 10,000 leads monthly with only 3% converting to qualified appointments. Agent burnout was high on repetitive calls. Cost per qualified appointment was $180 — making many lead sources unprofitable.

Our Solution

We built a Voice AI agent using ElevenLabs and GPT-4o that conducts natural outbound sales conversations, qualifies leads against 12 criteria, and books appointments directly into sales rep calendars — autonomously handling 50,000 calls monthly.

Our Approach

We scripted 200+ conversation branches based on top-performing human rep calls. The AI handles objections, adjusts pacing to caller responses, and escalates to human reps when buying signals are strong. A/B testing across script variants optimized conversion monthly.

"

TechVerse's Voice AI converted our lead conversion from 3% to 12% and our cost per appointment dropped 73%. Our human SDRs now focus exclusively on closing while the AI handles outreach.

S
Steve Collins
VP Sales, InsureTech Direct

Project Details

ClientInsureTech Direct
IndustryFinTech
Timeline3 months
Team Size5
ROI520

Technologies Used

Python FastAPI OpenAI GPT-4o ElevenLabs Twilio LangChain Redis PostgreSQL AWS Calendly API
3 slots open · AI-first development

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150+
Projects Delivered
80+
Happy Clients
98%
Satisfaction Rate
48h
Average Kickoff