✦ VoiceGPT

Transforming Insurance Marketing Through AI-Powered Cold Call Lead Screening

A multinational insurance provider leveraged AI-driven cold call lead screening to enhance life insurance marketing.

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Background

A leading multinational insurance provider was facing significant challenges in its outbound marketing efforts, especially in the life insurance segment. With a vast pool of customer data but limited labeling, the company struggled to effectively segment prospects and identify high-potential leads. Traditional cold-calling methods resulted in low connection rates, inefficient resource allocation, and a lack of clarity around customer intent.

To drive revenue growth, the company needed an intelligent solution to enhance outbound engagement and accurately filter leads — one that would optimize agent time, increase connection efficiency, and improve overall campaign effectiveness.

Solution: AI-Powered Cold Call Lead Screening

To address these challenges, the company partnered with Dyna.AI to implement an AI-driven lead screening solution tailored specifically for life insurance outreach. The system utilized advanced machine learning models and natural language processing to engage with customers through automated outbound calls and identify those with genuine interest.

The end-to-end solution included:

  • Customer Engagement Funnel – Targeting a wide pool of potential leads through cold calls

  • AI Outbound Call Interaction – Using GenAI to simulate human-like conversations and extract customer intent

  • Lead Recognition Engine – Automatically labeling and categorizing conversations to identify qualified prospects

Implementation and Process

The AI solution was deployed to engage 53,436 customers through outbound calls. The intelligent call system successfully initiated and sustained conversations with 18,703 customers, navigating natural dialogues to assess interest in life insurance products.

Out of these interactions, the AI engine effectively identified 1,834 interested customers, marking a substantial improvement in lead quality. These customers were then passed on to the sales team for personalized follow-up, dramatically improving conversion potential.

Achievements and Results

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Connection Rate

The connection rate saw a 10% improvement, enabling the sales team to reach more people in less time.

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Intention Rate

AI analysis revealed that 1 in 10 conversations contained genuine customer interest, validating the effectiveness of the model in intent detection.

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Label Recognition Accuracy

The AI engine achieved a 90% accuracy rate in labeling call outcomes, ensuring reliable segmentation and minimizing human review time.

Impact and Business Value

With AI driving cold call lead screening, the insurance provider unlocked:

  • Higher efficiency in outbound marketing operations

  • Improved ROI on customer outreach efforts

  • Streamlined sales pipeline with higher-quality leads

  • Faster customer segmentation with reduced manual labeling

This case exemplifies how integrating GenAI into outbound marketing workflows can revolutionize traditional engagement strategies, particularly in industries with complex and data-heavy customer interactions like insurance.