Executive Summary
A large independent insurance brokerage generated approximately 200,000 inbound digital leads per month, with roughly 11% of prospective customers abandoning the purchase flow before completion.
I led the evaluation, selection, implementation, and operational design of an AI-assisted outreach system that identified abandoned cart behavior, initiated customer engagement within minutes, and transferred qualified conversations directly to licensed sales agents.
The result was the creation of an entirely new conversion channel capable of generating an estimated 600 incremental monthly sales from previously unworked opportunities.
Key Results
- Estimated 600 additional monthly sales from abandoned cart recovery
- Improved speed-to-lead performance
- More warm, qualified conversations routed to agents
- Improved conversion of high-intent traffic
- Scalable customer engagement without proportional staffing increases
While I am not publicly disclosing the company referenced in this paper, I would be happy to connect serious employers or partners with references who can validate the outcomes described herein.