Lead to Contact
Send quotes and transfer calls to insurance agents
Skills Utilized
Warm Transfer
Warm Transfer
Channels Available
Case Study
  • Problem
  • Use Case
  • Case Study
The Problem
Insurance Agents and leads have numerous conversations before finalizing policy details. In an ideal scenario, these conversations are the key to converting a lead to a customer. But in reality, insurance agents are struggling to even contact leads. This is because the insurance industry continues to use traditional methods of communication. Insurance agents rely on cold calling and emailing to contact prospects. Both these methods have proven ineffective in recent times due to a variety of reasons. One of the most prominent reasons is the drastic change in communication preferences. Prospects, today, expect to interact with businesses via flexible and convenient communication channels. The extensive use of anti-spam solutions is another reason for declining contact rates. These solutions restrict agents from reaching out to the leads. As a result, sales agents end up spending significant amounts of time trying to contact leads. This reduces their productivity and hurts their morale.
The Solution
Meera conversational AI can enable insurance companies to overcome the problem. The insurance AI assistant automates lead engagement and boosts contact rates. It does so by leveraging its machine learning and natural language processing capabilities. Meera begins the process by engaging leads via popular text messaging channels. The AI-powered chatbot uses personalized messages to capture lead attention and drives them to respond. Using these skills, Meera automates call scheduling between leads and insurance agents. The AI assistant also warms leads up before the call to ensure they are contactable. In this way, the insurance AI assistant enables agents to converse with leads and convert them to customers.
  • Boosts Conversion Rates:

    Meera’s personalization and automation engage prospects effectively and boost contact rates. The AI assistant also engages new leads in real-time and improves response rates. By doing so, Meera enhances the chances of a lead converting to a customer.

  • Automated Lead Follow-up

    Meera behaves as an automated lead follow-up system that works each lead at scale. By doing so, the AI assistant nurtures leads and ensures no opportunity slips away.

  • Improves Cost-Effectiveness

    The conversational AI enables insurance companies to replace outbound calling with inbound opportunities. This way it aids companies in cutting down on phone bills.

Use Case
Case Study
Allstate automatesAppointment Scheduling with the Meera Conversational A.I Platform
The Problem

Driving prospects to submitting applications is becoming increasingly difficult for universities and educational institutions. This is a consequence of the inability to engage and contact prospective students. Cold calling and emails have become ineffective in capturing prospect attention and driving them to submitting applications. The absence of a set procedure to engage and contact leads quickly has become a major bottleneck in enrolling students into institutions.

Allstate wanted to integrate a conversational artificial intelligence (AI) platform into their system to minimize the amount of time their agents spent reaching out to prospective clients.
After researching the market, Allstate chose Meera to streamline and increase their agents’ appointment scheduling rates by automating through SMS messaging.
Specializing in conversational lead development and lead nurturing, Meera provided Allstate’s clients with the ability to schedule and confirm appointments with ease through its conversational AI platform. This provided both clients and Allstate’s agents with a more efficient use of their time.
Through SMS automation, Meera allowed Allstate agents to increase their sales productivity, focusing on business rather than administrative tasks, and their clients enjoyed being able to schedule their appointments through a less intrusive channel that fits into their customer’s busy lifestyles.