call_center_ai · finance · workflow

Retell AI automates 8,000+ monthly calls for Matic Insurance with 85–90% transfer success rate

Matic's call operations faced mounting inefficiency across 120,000 monthly calls: after-hours calls were dropped or mishandled by third-party vendors, agents spent 7–9 minutes per call on repetitive data collection before any consultative work, and scheduling delays caused missed appointments and lost high-intent leads.

How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Incoming call arrives
An incoming call arrives after hours or as a scheduled appointment follow-up.
Tools used
Retell AI
Outcome

Matic handled 8,000+ calls with AI in Q1 2025, achieved an 85–90% transfer success rate for appointment calls, automated ~50% of low-value tasks, maintained an NPS of 90 throughout the rollout, and saw 80% of customers complete AI-handled calls without requesting a human agent.

What failed first

Third-party call center vendors handling after-hours calls delivered poor performance, with volume constraints causing missed calls, inconsistent messaging, and high-intent leads slipping through the cracks overnight.

Results
Time saved120,000
Volume8,000+
Cost replacedsignificantly reduced
Source

https://www.retellai.com/case-study/matic-insurance-ai-call-automation-case-study

How we source this →

Grounding & classification
Source type: vendor customer story
36 fields verified against source quotes.
conversational aidata extractionvoice aicall recordingfailure mode describedhuman review describedmetric backednamed customerproduction runtime claimedtools describedworkflow describedinsuranceautomation ratecost reductioncustomer satisfactionthroughput increasetime savedvendor customer storyappointment schedulingcall center ailead processingautonomous resolutionextract classify routevoice call handling