Customer Stories / Ethos Life Insurance

Ethos automated the payment process and outperformed humans with AI Agents

about the company
industry
Insurance

“Regal’s AI Phone Agent has been a game-changer. Its features seamlessly integrate into our workflow, allowing us to test, stay compliant, and improve our results at every stage.” - James Hummer, VP of Sales, Ethos

in numbers

With Regal, the Ethos team fully automated failed payment outreach freeing up their reps for higher-impact work and outperforming humans on key metrics.

100%
Outreach on failed payments
33.5%
Save Rate (exceeding human performance)
99%
Customer Satisfaction
THE CHALLENGE

Manual payment failure outreach was CONSUMING VALUABLE AGENT TIME

The Ethos team was spending significant time chasing down failed payments diverting reps from higher-impact activities like new sales and strategic follow-up. The process was time-consuming, inconsistent, and difficult to scale.

SOLUTION

AI Agents now handle failed payments - start to finish

Ethos now automates the entire failed payment process - making calls, managing objections, and even taking payments.

The result: more time back for their team, consistent follow-up on 100% of failed payments, and performance that exceeds their human agents.

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