An independent insurance agency had 800+ leads in their CRM that had gone cold over the past 12 months — people who had requested a quote but never converted. The agency had no bandwidth to call them manually, and email re-engagement campaigns had returned near-zero results.

The leads were sitting in the CRM doing nothing. Every month they went uncalled was money left on the table.

Smart List Segmentation: Filtered the 800+ contacts by lead age (90–365 days old), original source, and product type (auto, home, life) to build prioritized call lists. Contacts who had previously unsubscribed or marked as DNC were automatically excluded.

Voice AI Agent — "Alex": Configured a GHL Voice AI outbound agent with a friendly, conversational persona. The script was engineered to:

Open with a personalized reference to their original inquiry

Ask a single qualifying question to surface current insurance need

Handle common objections (already covered, wrong time, not interested)

Transfer warm prospects live to an available agent

Log call outcome and update the contact record automatically

Calls ran Tuesday–Thursday, 10 AM–6 PM local time only

Maximum 2 attempts per contact, spaced 3 days apart

Post-call: contact tagged by outcome (interested, not now, DNC, no answer)

"Not now" contacts entered a 30-day email nurture sequence automatically

Agent Handoff: When a prospect indicated interest, the Voice AI said "Let me connect you with someone right now" and transferred the call live to the next available agent — no hold music, no callback scheduling.

11% of contacted leads re-engaged within the first 30 days

Live transfers converted at a significantly higher rate than inbound web leads

Zero manual dialing required from the agency team

"Not now" segment entered automated nurture — pipeline continues working

GoHighLevel · GHL Voice AI · Smart Lists · Outbound Campaign Triggers · Workflow Automation