Client Overview

A leading nationwide insurance carrier came to Daitalink with a critical need: streamline and modernize its hiring and training process for thousands of agents. With a national presence and high turnover common in the industry, they struggled to maintain consistent, scalable onboarding that produced successful agents.

They weren’t looking for another training tool.

They needed a partner to help them rethink and run the entire system—better.

The Challenge

The carrier faced three core issues:

• Hiring Bottlenecks – Manual screening of resumes and repetitive interviews slowed time-to-hire and burdened HR teams.

• Inconsistent Training – Regional offices trained agents differently, leading to varied performance and compliance issues.

• Low First-Quarter Success Rates – Many new hires failed to hit 90-day goals, indicating a weak connection between training and real-world readiness.

The Daitalink Solution

Daitalink implemented a full AI hiring and training suite using its proprietary DAITA Engine, fully trained on the insurer’s data, process manuals, compliance language, and sales scripts.

Key components included:

• AI Resume Screener (Abi): Engaged applicants via voice or chat, asked qualifying questions, and only passed high-potential candidates to the team.

• AI Roleplay Agents (June & Jenn): Simulated live customer conversations so agents could practice overcoming objections in real time.

• AI Coach (AIVA): Delivered personalized feedback, progress tracking, and skill-building exercises after each session.

Each AI system was managed and continually trained by Daitalink to improve over time, based on performance data.

Results

Within 60 days of deployment, the impact was clear:

• ✅ Time-to-Hire Reduced by 45%

• ✅ Over 30 agents onboarded via AI with minimal human intervention

• ✅ 57% increase in agents reaching 90-day performance goals

• ✅ Higher retention and improved training satisfaction reported by field offices

The carrier went from a slow, fragmented hiring process to a fast, intelligent, and scalable system that trained new agents like top performers—before they ever picked up the phone.

Key Takeaways

• Scalable Growth: AI allowed the carrier to process and train at national scale without increasing staff.

• Consistency Across Regions: AI standardization removed the variance in training across offices.

• Smarter Readiness: Roleplay-trained agents were ready to handle live sales scenarios from day one.

• Future-Proofing Talent Pipelines: The system learns from outcomes and constantly adapts to improve both hiring and training decisions.

Conclusion

Daitalink didn’t just offer tools—we provided a managed AI solution. By training and orchestrating custom AI agents, we helped a large-scale insurer build a smarter, faster, and more resilient hiring and training infrastructure.

It’s not just about automation. It’s about intelligence, integration, and real-world results.

Daitalink is your link between data and AI—and your partner in building the future of work.