I’m designing an outbound call system for a medical insurance client targeting high-volume lead outreach (5,000+ calls/day). The goal is to sell/upsell policies, qualify leads, and automate onboarding without breaking the bank. I’m exploring budget-friendly alternatives—potentially GoHighLevel (GHL). Core Requirements Here’s what the solution MUST handle. 1. High-Volume Outbound Calls. 2. Lead Qualification & Segmentation. 3. Automated Follow-Ups. 4. Onboarding. Ideal Features - AI Voice Agents: Do initial outbound calls, book appointments. - Omnichannel Support: Blend calls with email nurturing (e.g., "We’ll email your quote!"). - Analytics Dashboard: Track call conversions, agent performance, and ROI per campaign 10. Your Input Needed! - Experience with GHL’s call volume limits? Does it choke at 5k+ calls/day? - Alternative tools that nailed scalability/compliance for you? - Hacks to reduce costs: e.g., Twilio API + custom GPT bots? - Pitfalls: Any compliance/tech disasters I should avoid? - What will the costs be for high volume calls? Comment or get in touch with me (DMs Welcome).

I landed my first client in a way that sidestepped the usual grind of cold calling and emailing, and it’s working in my case. As in my previous posts, I documented that I delivered my first job for my first client last week. Cold calling? Honestly, I haven’t tried it yet; it feels daunting. I did send out cold emails, but got zero responses. (I might not have done it correctly). Instead, I took a different route: I posted an add, targeting a collaboration with IT and internet service providers who also do web design. Many of these businesses lack an AI or automation strategy, so I pitched myself as a partner to fill that gap. The result? Two companies are now working with me, and it’s paying off. One partner referred me to the medical insurance company, where I delivered my first project last week. It was a custom AI customer service agent for their website and sales portals. It handles inquiries, books meetings, and syncs leads with their CRM. They've asked me for a proposal to build a Virtual PA and an Inbound Voice AI for them, streamlining their director’s workflow and customer support. The other partner is actively marketing my AI solutions under their brand. When they land jobs, I handle the implementation. It was cool to see their ads promoting my services. This is to do with Automations, AI chatbots, voice agents, or task automation that integrate with their clients’ systems. It’s a win-win: they expand their offerings, and I focus on what I do best. So I hope that this will pay off. This approach has taught me that strategic partnerships can open doors faster than cold outreach. By aligning with businesses that complement my skills. I guess it's because I’m creating value and building trust. It’s early days, but the pipeline looks promising! What about you? I see many people on here push cold calling and sending emails. Does it work well? Have you tried unconventional ways to land clients? Or are you exploring partnerships in the AI space?

Hi , I am just starting on my Ai automation agency journey and i am still learning stuff , so I thought when should I , yk say to myself , " Now I can start working " AND , one more question what is all of yours take on providing services through Fiverr and Upwork . BTW I am only 15 , so is there a way to still freelance on these platforms with the age barrier. ThankYou

Hey AI Automation Skool community! I’m quite new in the AI Agency space and landed my first client a few weeks ago. Without bragging, I’m quite proud of myself for the result and the product I delivered. I just wrapped up the project for a medical insurance company, and wanted to share how I nailed their customer service needs with a custom AI agent. They needed a solution to handle inquiries, book meetings, qualify leads, and integrate with their CRM and spreadsheets—all while navigating a complex legislative environment. So I built a tailored AI agent that answers questions on all their insurance products and information. It gives advice on which products suit them, based on their lifestyle profile. The Agent is based on their website and sales portals. It schedules calls, sends confirmation emails, and logs qualified leads into their CRM and a Google Sheet. It also does the claims and helps the customers through the claims process. The tricky part was ensuring compliance with the country’s regulations, so I carefully configured the agent to handle sensitive data securely, aligning with their strict requirements. I delivered a detailed proposal, executed the build in just a week, and over-delivered by adding lead qualification workflows that boosted their sales pipeline efficiency. So I’m pleased to say that the client is thrilled with the results, reporting faster response times and happier customers. They are now asking me to hook this onto their WhatsApp as well. The next step is to build them a voice AI call agent. I’m very excited to do this for them as I’m having the meeting tomorrow to get the brief from them. I’ll let you guys know how it went. I want to thank this community as I’m on here every day to get tips and help. This project showed me the power of combining this community with a solid plan and the right tools to solve real client pain points. If anyone’s tackling similar challenges in insurance or wants to brainstorm AI solutions, I’d love to connect and share insights, and I’d love to help where I can.

Hi - I'm Morne. I specialise in Automated Chatbots that can perform speciffic tasks. I've done some in the Medical Insurace industry and bot capabilities are: Advise on detailed recommendation on products according to user lifestyle and risk profiles Do sales and onboard new clients Take down lead information and qualify leads Post lead info to spreadsheets Book calls and meetings in a calendar Has CRM and automation tools: - HubSpot CRM  - Wix CRM  - Zapier (for webhook and many app integrations) Integrates with countless MCP servers Deploys to Discord, Slack, WhatsApp and Website Answer questions and provide information Do customer service There are many more that can be done Here's a link to the bot I've done https://medsureglobal.com/