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Altruis Advisors Automated 14,000+ Dormant Client Outreach Calls with Lyzr Agents on AWS

Revenue Recovery

Operational Efficiency

Enhanced Client Experience

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.
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The Problem Statement

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Manual Coverage Validation

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

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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.

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Reactive Renewal Management

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

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

The Outcome

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Revenue Recovery

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

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Operational Efficiency

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

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Enhanced Client Experience

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

Behind the Scenes: How Lyzr Builds Enterprise AI on AWS

AWS workflow

How Lyzr handled security?

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Data Residency

All change management data remains securely within NTT Data’s Azure cloud, ensuring 100% ownership and compliance with regional data laws.

compliance

Compliance

The Lyzr Agent Platform is SOC2, GDPR, and ISO 27001 compliant, supporting enterprise-grade data handling and privacy.

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Reflection Module

Lyzr’s reflection system minimizes model hallucination, ensuring high-accuracy, reliable recommendations in critical workflows.

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