Boosting Agent Productivity with AI-Driven Call Efficiency

Discover how AI-powered warm-up calls can boost agent productivity and close more deals.
Tirtza Bensoussan
2 min read
Contents

    Conversational AI is revolutionizing the way companies sell. Through a combination of natural language processing (NLP), artificial intelligence (AI), and machine learning, AI-driven call efficiency allows for seamless interaction where potential customers feel as though they’re conversing with a real agent who understands their needs. In today’s busy and dynamic sales environment, these AI-based “warm-up” calls are exactly what your agents need to lighten their load while keeping them informed to close more deals.

    Take the following scenario as an example: a global pandemic erupts, motivating many people nationwide to seek supplementary health or income protection insurance. Traditionally, calls would be forwarded through cold transfers, leaving your agents in the dark about who they’re talking to and what they need. However, AI-driven call efficiency enables voice bots to act as “virtual agents,” creating warmer, softer transfers where pertinent information is collected and passed to the agents. The result? When human-to-human interaction finally occurs, the call is brief, rich in context, and leads to more insurance sales than ever before.

    Integration with Existing Systems for More Personalized Responses

    Human agents are limited in their ability to be everywhere at once. However, AI-driven call efficiency systems can leverage their machine brainpower to retrieve essential information about customers and the policies they’re interested in. This leads to highly personalized responses. The virtual agent’s ability to integrate with existing systems allows it to learn about the customer’s pre-existing conditions, occupation, and other risk factors. This enables human agents to focus on the most relevant questions, leading to more precise offers that are more likely to be accepted.

    Leveraging Analytics, AI & ML for an Enhanced Customer Experience

    When customers feel heard and attended to, they are more likely to return to your company for additional policies and services. Through extensive data collection and analysis, virtual agents can understand conversations in native languages and parse various emotions semantically. They can also identify what information is most valuable to the customer, such as which insurance policies might be most appropriate based on their profile. Together, these capabilities of AI-driven call efficiency work to promote the positive customer experience your customers crave and your agents need to drive conversions.

    Improving Operational Efficiency, One Warm Transfer at a Time

    No one likes being put on hold—not the customers who feel their time is worth more than a melody, and not the agents who feel overwhelmed juggling multiple customers. AI-driven call efficiency empowers agents to handle multiple calls simultaneously while reducing call and wait times significantly. Thanks to the virtual agent’s initial “legwork,” agents can spend more time on value-generating work while still closing more deals. They don’t just save time; they also gain a deeper understanding of customers’ intents. This improved operational efficiency is a win-win: customers feel valued, and agents bring in more deals, earning both esteem in the eyes of the company and commissions in their wallets.

    Tirtza Bensoussan
    Head of Marketing
    I’m passionate about blending data-driven insights with creative strategies to help insurance carriers grow. When I’m not diving into marketing campaigns, you’ll find me exploring new tech trends, enjoying a good book, or traveling with my family.
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