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Success Stories - Financial ATC
📞 How Financial ATC Scaled National Contactability & Policy Management with DigyBot & Custom CRM
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👥 About Financial ATC
Financial ATC is a US-based company specializing in health, life insurance and related services, headquartered in Texas with national reach. Their sales model relies on highly targeted direct contact campaigns, primarily executed through phone calls, SMS and WhatsApp. While their prospect volume grew monthly, their technological infrastructure wasn't ready to scale.
The company needed digital transformation to execute simultaneous omnichannel campaigns with full customer experience control and contact traceability. Their challenge was clear: automate without losing the human touch that differentiates them.
🌐 Website
📍 Location
Texas, USA (national operation)
🏦 Industry
Financial Services - Insurance sales & administration
⚙️ Primary Use
Phone campaign automation, omnichannel lead management, custom insurance CRM
22%
Conversion rate
Lead to policy18K
Monthly interactions
WhatsApp + Social media70%
Automation
Initial contacts via bots🛠️ Why Financial ATC Chose DigyBot?
☁️ Cloud Infrastructure
100% cloud-based infrastructure on AWS
📞 Intelligent Dialing
Integrated predictive and progressive dialing
🌐 True Omnichannel
Bots and human agents in a single workflow
📋 Specialized CRM
CRM focused on policies and financial services
📊 Metrics and Security
Dashboards with traceability and data security
🛡️ Expert Support
Technical team that understands the insurance industry
"The impact of DigyBot has been immediate. We can reach more customers, in more states, and perform automated follow-up without losing quality. Now we sell more insurance with less effort."
Anani Cortez
Project Owner, Financial ATC
Digital Transformation at Financial ATC with AI
🚧 The Challenge
Before working with Digyto, Financial ATC's sales team made manual calls through Zoom, managing potential customer lists in spreadsheets. Follow-up was difficult, and there was no integration with CRM or digital channels like WhatsApp or Instagram. The main challenges included:
- • ❌ Lack of a scalable phone system with state-specific lines
- • ❌ No tools for mass campaigns or automated calls
- • ❌ Absence of an insurance-specific CRM linking customers with their policies, dates and status
- • ❌ Inability to integrate WhatsApp as a high-impact conversational channel
The goal was ambitious: execute phone and digital campaigns across all states of the country, with complete traceability, intelligent bots and conversion dashboards per channel.
🤖 The Solution
☁️ Cloud contact center with intelligent dialing
Digyto configured and implemented DigyBot Voice, a cloud contact center platform. Multiple phone lines per state were enabled, with progressive and predictive dialing, and segmented outbound campaigns. With this, Financial ATC scaled from 3 manual agents to 10 agents with their own extensions from Dominican Republic, connected through a robust PBX based on Asterisk and Vicidial, hosted on AWS.
💬 Omnichannel AI on WhatsApp, Instagram and Facebook
DigyBot was integrated as an AI conversational solution, enabling automated campaigns via WhatsApp, Facebook Messenger and Instagram. Bots were configured with conversational flows capable of answering FAQs, qualifying prospects and transferring to human agents when necessary.
📂 Custom CRM for policy management
A native DigyBot CRM was implemented, fully customized for the insurance industry. Modules were developed for contacts, policies, services, communication history, tasks and calendar. The platform integrated with DigyBot, WhatsApp and email to automatically record all interactions and provide complete tracking for each customer.
📊 Reports, security and ongoing support
The solution included control panels, campaign analysis, conversion metrics and reports by state and channel. The entire system was deployed on dedicated AWS servers, with automatic backups, 99.9% availability SLA and an 8/5 technical support scheme with 10 hours of continuous development per month.
📈 Results Achieved
| Key KPI | Result |
|---|---|
| 📞 Average connected call time | 1.8 minutes |
| 📈 Prospect → policy conversion rate | 22% average |
| 📆 Monthly processed calls | Over 10,000 |
| 💬 Monthly managed messages (WhatsApp + social) | +18,000 |
| 🧠 First contact automation | 70% of initial interactions with bots |
| 🚫 Drop rate reduction | -35% compared to manual campaigns |
| 🔁 Automated renewal flow follow-up | 100% of leads contacted in less than 24h |
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