From First Call to Qualified Lead: How SVG Built Voice AI Into Their Medicare Qualification Workflow
For Medicare carriers and agencies, the entire revenue funnel runs through one channel, the phone. At the same time, the qualification in front of licensed agents has quietly become the largest constraint on growth. Licensed agents who are expensive, regulated, and scarce spend most of every call working through the same eligibility, intake, and zip-code questions before they get to the conversation that actually closes a plan. Meanwhile, the prospect on the other end is stuck in a slow, repetitive experience at the exact moment they were ready to enroll, and the AEP call-volume spike no team can absorb turns every fall into the year's worst service window.
Leading Insurance brokerage firms are looking for a better way. Innovative teams are deploying AI voice agents to run prospects through a fast, consistent qualification workflow and transfer qualified leads to a licensed human. These teams are saving time and increasing revenue without compromising the customer experience, and even enhancing it. They are seeing great results, with higher transfer-to-close rates, cleaner qualification data, faster close time, and better customer satisfaction. Internally, this strategy empowers their licensed team to spend its time closing rather than qualifying.
In this session, Homer Kay, VP of Data Science at Spring Venture Group, will walk through SVG's full journey with voice AI, how they identified qualification as the right first use case, what convinced them this was the moment to invest, how they took it from concept to production, and the outcomes they've seen since: higher conversion, a licensed team reallocated toward revenue-generating work, cleaner data capture, and a meaningfully better experience for the caller. He'll also share where SVG sees voice AI going next and how he expects the category to evolve for the broader Medicare industry.
Attendees will leave with:
A framework for scoping a Medicare qualification voice agent for fast time-to-value
Real-world lessons from SVG on what worked, what didn't, and what they'd do differently
The transfer-to-close, licensed-agent productivity, and caller-experience metrics that justify the investment
A roadmap for scaling qualification agents across the funnel ahead of AEP
Who should attend:
Revenue and operating leaders who are building the case for voice AI in their workflow to reduce costs and maximize revenue
Sales, growth, and product leaders trying to optimize efficiency and output from their product and workforce
Operations and CX leaders are preparing for peak-season volumes and consistent customer experiences across every interaction
Engineering and data leaders sizing up what it takes to ship voice AI to production
Developers and technical founders who want inspiration to see what a production voice AI deployment can look like