Case Study · AI Client Outreach Automation

Altrius

      Revenue Recovery
      Operational Efficiency
      Enhanced Client Experience
    

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About the company

Altruis Advisors is a leading health insurance advisory firm helping individuals and families make informed healthcare coverage decisions. They specialize in personalized policy guidance and work with major providers like BCBS, UHC, and Priority Health.

The challenge

The problem statement

Manual Coverage Validation

Staff spent hours manually checking insurance portals for doctor and medication coverage—slow, error-prone, and not scalable.

Dormant Client Revenue Loss

14,000+ clients sat untouched in Capsule CRM for over 2 years, leading to significant revenue loss and missed re-engagement opportunities.

Reactive Renewal Management

Policy renewals and qualifying life events were not proactively managed, leading to churn risk.

The approach

How Lyzr solved it

Altruis partnered with Lyzr to deploy multi-channel AI agents that automated outreach, coverage validation, and CRM workflows - built securely on AWS infrastructure.

Automated Coverage Validation

Clients submit doctor/medication info via web portal. Lyzr AI checks coverage across providers (BCBS, UHC, etc.). Advisors receive real-time alerts with context.

AI Voice Outreach to Dormant Clients

14,000+ clients contacted using natural voice AI (via Net Express + ElevenLabs). 3–4 call attempts over 7 days. Follow-up via SMS and email.

Smart Follow-Up Logic

Positive responses routed to advisors. Neutral responses set for follow-up in 3 months. Do-not-contact handling and email confirmation. Google Calendar sync for direct scheduling.

Integrated CRM Workflows

Auto-logged call transcripts, tags, and outcomes in Capsule CRM. Real-time sync across voice, SMS, and email interactions.

Results

The outcome

Revenue Recovery

Re-engaged 14,000+ dormant clients through personalized automation—driving upsell opportunities and improving policy renewals.

Operational Efficiency

Eliminated hours of manual work, allowing staff to focus on high-value client interactions. CRM compliance improved to 100%.

Enhanced Client Experience

Clients received timely, accurate coverage validation and consistent communication across all channels.

Security

How Lyzr handled security

Enterprise-grade compliance and governance

Lyzr Agent Platform is SOC2, GDPR, and ISO 27001 compliant, enabling secure deployment across enterprise environments.

Secure enterprise data handling

The platform operates within enterprise-controlled environments, ensuring stronger governance, privacy, and operational control.

Reliable AI-assisted workflows

Lyzr's reflection framework helps improve response quality and reduce hallucinations across AI-assisted workflows.

Altrius