The Challenge: Getting Sales Reps on the Phone With Every New Insurance Lead
- Fresh internet leads hit the CRM every morning, and reps had to dial through all of them
- Most prospects couldn’t be reached on the first attempt
- No scalable way to run outreach in the background while reps focused on live conversations
- A missing link between a new lead coming in and a rep having a meaningful conversation
- A “very simple problem on the surface,” with real nuance once the team dug in
Rupesh’s agency sells home and auto insurance in Oklahoma. Each morning, fresh internet leads hit the CRM, and the sales team starts dialing. The challenge is timing: most prospects are at work when the agency calls, and the manual chase burns time without producing many real conversations. Rupesh needed a way to run outreach in the background, something that could call every new lead, ask a few qualifying questions, and hand off only the hot ones to a human agent.
The Solution: AI Voice Agents That Call, Qualify, and Transfer Every New Lead
Dapta built Rupesh’s agency an AI voice agent that acts as the first-touch layer on every new internet lead.
- AI voice agent calls every fresh internet lead as soon as it hits the CRM
- Runs a natural screening conversation to check that the lead is qualified
- Transfers hot, qualified leads live to a human agent for the meaningful conversation
- Frees the sales team to spend their time on prospects who actually pick up
- Ongoing weekly partnership with the Dapta team to tune the setup as new call patterns emerge
Rupesh’s favorite part is that the Dapta relationship is not a one-and-done software drop. He meets with his Dapta partner often to iterate on the system as new patterns surface in the calls. As he puts it, “it’s more of a partnership than just here’s the software, go figure it out.”
The Results: Sales Coming In From Leads That Used to Slip Through the Cracks
- Sales team now spends time on live, screened prospects instead of chasing cold leads
- Policies already closed on leads the AI voice agent surfaced
- Ongoing weekly partnership with Dapta drives same-week tuning
The calls have started coming in, and Rupesh’s agency has already closed policies from leads the AI voice agent surfaced. The ROI signal Rupesh was watching for is real, and the next step is turning up the volume. His advice to another insurance agency weighing a tool like this: “it’s working for me, so I’m sure it’s going to work for you too.”