How Aktify handed a Fortune 200 company 20,440 warm call transfers just last year.

Learn how one of the largest insurance companies in the US turns its lead list into warm, inbound phone calls.

Fortune 200 Insurance Company


Top 15 Largest Property & Casualty Insurance Company in the US

Company Size

Enterprise (>10,000 employees)

Aktify Client

Since December 2021

Use Case

Auto Insurance Sales

2023 Results

Connected Live Transfers
Total Leads Messaged
Call Transfer Rate
Lead Response Rate

Lead Positive Engagement Rate
SMS Deliverability Rate
Avg Duration of Transferred Calls
11m 13s
Lead DNC Rate
Improving results over time

Client’s monthly spend with Aktify has increased 8.8x during partnership due to exceptional ROI.

How Aktify automates sales and marketing outreach with AI-powered texting and calling.

Just to keep this insurance client anonymous, we’ll call them “Happy Insurance Client” and “Client” in this case study ☺

Let Sales Reps Sell

Happy Insurance Client hires sales reps to sell, so they leave the sales outreach to Aktify’s AI agents to allow their sales reps to focus on what they do best—sell. Aktify’s AI agents outreach to the Client’s leads via SMS and have quality conversations with the leads, answering basic questions about Client’s auto insurance products with the call-to-action to get them on the phone with a Client sales rep to answer more complex questions and finalize the sale. When the sales reps receive the inbound phone calls, they just know that the person on the phone is interested enough to get on a call and can close them accordingly.

Get Leads on the Phone

Once a lead agrees to a phone call, the AI calls them immediately, and once they answer, it transfers them to the Client’s call center (assuming this happens during Client’s call center hours). If the call center is closed or if the lead prefers to schedule a phone call for a time in the future, the AI schedules a time and makes that call when the time comes—even if it is days or weeks later. The AI doesn’t forget. And it sends a reminder text 5 minutes prior to the scheduled call (all of this is customizable when the campaign is created).

Aktify’s AI agents add a lot of value through lead qualification since leads that are no longer interested will either express that they are no longer interested or they will DNC, both of which provide value to Client knowing not to waste more time with those leads. The AI agents, through quality conversations, find those that are interested and then drive the conversations to a phone call, answering questions along the way.


*limited to the first 50 companies to claim offer

You only pay for calls you receive!
woman text conversation

Save Money

SDRs are expensive. Inside Sales (formerly Xant) produced a research report where they estimated that the annual cost of one SDR is nearly $112,000 due to recruiting, hiring, training, salaries, and high turnover. Happy Insurance Client has been able to reduce the number of SDRs they’ve had to hire because the AI performs the work of several SDRs.

Better-Than-Human Conversations

We know that it’s a bold statement to say that Aktify’s AI agents have better-than-human conversations. However, it is true in very meaningful ways. These AI agents are always patient, always professional, and are always perfectly punctual for scheduled calls. They also can have thousands of quality conversations at the same time. Oh, and they can follow up for as long as the leads shows any interest, which is often longer than would be financially prudent for a human to do. Happy Insurance Client has received the financial benefit from using Aktify’s AI agents, and they know their brand reputation is protected because the conversations are so high quality.

Navigate the Ever-Increasing Complexity of SMS and Call Compliance

Happy Insurance Client understands that the compliance landscape with SMS and call outreach is complex and getting more complex by the day. They trust Aktify because we have been doing AI outreach since 2018, before AI was even cool. Aktify has great relationships with the CPaaS providers (Communications Platform as a Service) and cell phone carriers, and we know that we must stay on top of the latest laws and regulations affecting our industry. Aktify also takes care of registering all Client campaigns with The Campaign Registry, which registration ensures higher SMS and call deliverability. Happy Insurance Client has achieved SMS deliverability rates above 98% over the lifetime of their partnership with Aktify.


*limited to the first 50 companies to claim offer

You only pay for calls you receive!

Easy Setup and Almost No Integration

The setup and integration to launch a campaign is very quick and simple. On an onboarding call, Aktify’s team gets some basic information from the client including call center hours, desired outreach cadences, and all information needed to register the campaigns with The Campaign Registry. Aktify also has a dedicated Natural Language Understanding (NLU) team, with trained linguists, that helps craft initial outreach messages. They work directly with Client to create messages that match the client’s culture and desired tone.

As for integration, clients are able to launch their first campaigns by just providing Aktify with inbound and outbound DID numbers where Aktify transfers the calls. Happy Insurance Client chooses to integrate via a very simple API to send lead data, but another option is to simply upload leads via an SFTP transfer. The total time to launch a campaign is typically between 1-2 weeks, from onboarding call to launch.

Continually Tuning the AI Agents

Happy Insurance Client has continued to see improving results as time has gone on because Aktify’s NLU and engineering teams are continually finding ways to improve the AI agents. The NLU team can launch campaigns quickly because the AI agents have deep conversation experience in about 20 different industries and sub-industries, including insurance. So, the AI has amazing conversations out of the gate using industry-specific vernacular as well as adding company-specific wording learned from the client during the onboarding process. And very importantly, as the NLU team monitors conversations, they continue to tune the AI agents to better understand certain phrases, which typically increases call transfer rates over time. In the case of Happy Insurance Client, transfer rates increased from 6.5% when they first launched in December 2021 to over 17% in some months in the latter part of 2023 (getting to a 2023 blended rate of 15.1%). Pretty incredible, yet fairly typical results for Aktify clients.

ai set up

How does it work?

You send Aktify leads via API or upload.
Leads receive SMS messages.
AI agent has fully automated conversation with lead.
AI agent calls or schedules time for a call with lead.
Your call center receives live inbound phone transfer.

No Integration Necessary

Simply provide Aktify with inbound and outbound DID phone numbers

Very Quick to Start

1-2 weeks to customize an AI agent for your use case, write initial scripts, and register campaigns with The Campaign Registry

Integration With Simple Code

CRM integration available if you want to track lead status (optional)

Do you have leads you’d like to turn into warm, inbound calls?


You only pay for calls you receive!

*limited to the first 50 companies to claim offer