Low-Value Tasks Automated
Transfer Success Rate
Calls Handled by AI
.svg)
Matic is a nationally recognized, multi-line digital insurance agency that partners with many of the largest mortgage servicers and financial institutions in the U.S. Through deep integration at key moments in the lending lifecycle, Matic provides seamless access to home, auto, and life insurance.
With 45+ A-rated carriers in its network, Matic delivers high-quality coverage to borrowers across the country, making insurance shopping more accessible and more aligned with the financial decisions homeowners are already making.
Matic’s call operations were under pressure. With 120,000 monthly calls, even small inefficiencies created significant operational overhead. The team faced several persistent problems:
All of this was happening while insurance costs were rising nationwide. Matic needed a way to operate more efficiently—without sacrificing the service quality expected by their partners or their customers.
The AI voice agent platform they trusted to do so with? Retell AI.
At A Glance
Use Case 1: After-Hours Coverage
Before Retell AI, Matic relied on third-party call center vendors to handle after-hours calls. The performance was poor and customer experience suffered with volume constrictions leading to calls being missed, inconsistent and ineffective messaging, and opportunities with interested leads slipping through the cracks.
With Retell AI, Matic launched an after hours AI phone agent to handle all incoming after-hours traffic. Available 24/7 all year round, the AI phone agent collects basic contact and insurance info and schedules follow-up calls. This ensures that high-intent customers are never lost overnight and that Matic's representatives have all necessary context before following up.
Additionally this AI phone agent ensured that there was a consistent, branded first touch for every caller no matter the time, day, or call volume.
Use Case 2: Appointment Confirmation & Rescheduling
Scheduling delays and missed calls were costing Matic valuable opportunities. Agents couldn’t always dial out exactly at the scheduled time, and answer rates dropped when calls came late.
Retell AI solved this by handling scheduled call follow-ups automatically. The AI voice agent calls the customer exactly on time, confirms they’re still available, reschedules if needed, and transfers the call to a licensed human agent. With this powerful automation, Matic has seen
“In Q1, we handled just about 8,000 calls with the AI operator bot. What we found, and we ran this as an A/B test, was that we actually saw a higher rate of answer rate using the bot. We attribute that a lot to the fact that the bot can make the call at the exact minute of that appointment being scheduled”
Use Case 3: Data Collection & Lead Qualification
Quote intake was one of the most repetitive and time consuming parts of Matic’s call operations. Agents were spending 7–9 minutes per call gathering details before even getting to the consultative part of the conversation.
With Retell AI, that entire process is now automated. The AI phone agent collected all 20–30 required data points, flags any disqualifying factors, and hands off only eligible leads to licensed agents.
This workflow was invaluable in saving time and improving the quality of leads reaching Matic’s team, so they can focus on closing, not qualifying.
Matic’s telephony team led the integration of Retell AI. The initial build took just 1–2 months, including foundational integration work with Twilio, API endpoints, and internal prompt handling systems. Once the groundwork was in place, new AI use cases were rolled out rapidly in 1–2 sprint cycles.
By early 2025, more than 60% of the team’s call operations development was focused on AI.
But building was only half the equation. Matic also prioritized quality control:
“There were five or six improvements we made just last week based on QA insights. This work is ongoing and essential.”
This proactive approach ensures the AI voice agents are consistently efficient and delivering a customer experience that’s on-brand, on-script, and constantly improving.
Matic’s use of Retell AI phone agents has produced meaningful, measurable results across the board:
For teams exploring AI voice automation, Matic’s journey offers a clear playbook:
1. Start Small, But Smart
Matic began with a low-complexity, high-impact use case: after-hours call handling. The workflow was simple and the benefits were immediate: collect basic info, schedule a callback. This gave the team early wins, measurable ROI, and internal confidence to build momentum.
2. Never Compromise on Customer Experience
Because Matic operates through co-branded partnerships with mortgage lenders, every interaction is a reflection of another company’s brand. That meant AI couldn’t just be functional, it had to feel human. From voice quality to response accuracy, customer trust remained non-negotiable.
3. Validate with Data, Not Gut
Before scaling automation across the board, Matic ran controlled A/B tests to compare AI performance against human agents. In the case of appointment confirmations, the AI phone agent actually outperformed humans on answer rate. This was a definitive indicator that automation wasn’t just more efficient, it was more effective.
4. Invest Upfront to Move Faster Later
The team spent the first 1–2 months laying a strong technical foundation: integrating with Twilio, building a flexible prompt infrastructure, and aligning internal QA processes. This early investment enabled rapid iteration later, with new use cases launching in just 1–2 sprint cycles.
5. Repurpose, Don’t Replace
Perhaps most importantly, Matic didn’t approach AI as a headcount reduction strategy. Instead, they focused on repurposing human agents to handle higher-value interactions. Higher value tasks, like cross-sell opportunities and deeper consultative conversations, ramped up allowing Matic to provide deeper value for customers while maximizing ROI.
“We’re not replacing people—we’re giving them better things to do.”
Through their phased implementation of Retell AI's voice automation platform, Matic has successfully transformed their customer operations, reducing costs while maintaining excellent customer experience metrics.
By automating repetitive tasks, they've freed their human agents to focus on higher-value activities like consultative selling and relationship building.
For B2B leaders considering similar automation initiatives, Matic's experience demonstrates that thoughtful implementation of AI voice agents can deliver measurable operational benefits without sacrificing customer satisfaction. As AI voice technology continues to advance, companies that embrace these tools strategically can gain significant competitive advantages in efficiency, scalability, and customer experience.
.png)
.svg)
.svg)
.svg)
