Insurance Company Case Study

BACKGROUND

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Please describe your company and position.

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I am the Director of an insurance company

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Describe what your company does in a single sentence.

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We've been working with AI-Bee's for about six months now, and the experience has been excellent. Our account manager, Jed, has been particularly easy to work with, ensuring smooth communication and proactive support. While it's still early in our collaboration, we've already seen promising results. What stands out most is their commitment to continuous improvement—AI-Bee's is always refining the process to enhance outcomes. Their dedication and service make them a great partner, and I would highly recommend them.

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OPPORTUNITY / CHALLENGE

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What specific goals or objectives did you hire AI bees to accomplish?

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• Generate Quality Leads

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SOLUTION

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How did you find AI bees?

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Email outreach

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Why did you select AI bees over others?

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Trending Tech

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How many teammates from AI bees were assigned to this project?

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2-5 Employees

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Describe the scope of work in detail. Please include a summary of key deliverables.

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• Design customer profile for prospecting
• Create an AI out-reach campaign
• Monitor and improve the campaign
• Generate responses
• Book meetings

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RESULTS & FEEDBACK

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What were the measurable outcomes from the project that demonstrate progress or success?

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We have booked meetings and closed business due to their services.

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Describe their project management. Did they deliver items on time? How did they respond to your needs?

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They arrange a weekly meeting with us to review the campaigns that are running. They respond quickly to all requests.

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What was your primary form of communication with AI bees?

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• Virtual Meeting
• Email or Messaging App

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What did you find most impressive or unique about this company?

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They provide great hand-holding and expectation setting,  offer suggestions and expertise, and provide ideas for testing to improve results.

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Are there any areas for improvement or something AI bees could have done differently?

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Better monitoring and improved pricing models as AI solutions become more cost-competitive. We had an issue with our campaign, in which the campaign was not active, and was not picked up for a number of weeks, losing opportunities. It is good to note that they rectified and compensated us for this issue.

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