How AI Voice Assistants Helped an Insurance Agency Capture 30% More Leads and Improve Customer Retention

See how an AI Voice Assistant helped an insurance agency increase leads by 30%, improve claim response times, and deliver 24/7 customer service.

Case Study: AI Voice Assistant Transforms Insurance Lead Generation

Introduction

Phone calls remain one of the most critical lead sources for insurance agencies. But with limited staff and high call volumes, many firms struggle to answer every inquiry—especially after hours.

That’s exactly what was happening at EverTrust Insurance, until they partnered with EvolveWave Solutions to deploy an AI Voice Assistant powered by WaveBoost Pro.

The results? A 30% increase in new client conversions and 24/7 client coverage—without hiring a single extra employee.

The Challenge

Company: EverTrust Insurance (Home, Life, and Business Coverage)

Problem:

• Missed calls after business hours

• Long hold times frustrated potential clients

• Agents overwhelmed with repetitive questions (“How do I file a claim?” “Can I renew my policy?”)

• Missed follow-ups and low retention rates

The EvolveWave Solution: AI Voice Assistant Integration

EvolveWave implemented a custom AI Voice Assistant integrated with EverTrust’s phone system and CRM.

Key Functions Implemented:

• Smart call routing to available agents

• Automated quote delivery for common policy types

• Claim status inquiries handled automatically

• After-hours message capture & appointment scheduling

• Integration with HubSpot CRM for lead tracking

The Results (After 60 Days)

✅ 30% increase in inbound lead conversions

✅ 20% improvement in policy renewal rates

✅ Instant claim response with 0 missed calls

✅ 35+ staff hours saved per week

✅ Higher customer satisfaction scores (4.8/5)

Client Feedback

“We were missing dozens of calls every week. Now our AI Voice Assistant handles them all perfectly—even after hours. Our clients love how fast and easy it is to get help.”— David P., Managing Director, EverTrust Insurance

How AI Voice Assistants Benefit Insurance Firms

• Never Miss a Lead Again: AI answers every call 24/7

• Faster Claims & Renewals: Clients get immediate support

• Improved Customer Retention: Always-available communication builds trust

• Reduced Operational Costs: Save on staffing without sacrificing service

• Better Data: AI logs every call, giving insights into client needs and behaviors

FAQs

Q1: Can AI Voice Assistants handle multiple languages?

Yes. EvolveWave’s assistants support multilingual capabilities, ideal for diverse client bases.

Q2: What happens if the AI can’t answer a question?

The system automatically transfers the caller to a human agent or leaves a detailed message in your CRM.

Q3: Are AI Voice Assistants expensive?

Not compared to hiring full-time staff. Most clients see ROI within the first few months.

Conclusion

AI Voice Assistants are revolutionizing how insurance firms handle communication and lead management.

By automating calls, claim inquiries, and renewals, these voicebots free up your team to focus on what really matters—building trust and closing deals.

EverTrust’s story is proof that with the right AI strategy, you can scale effortlessly while delivering better service than ever.

🎯 Want to boost your insurance firm’s leads and client experience? Let EvolveWave Solutions install your AI Voice Assistant and watch your agency thrive.