Case study: AI sales + insurance CRM
Luminary Life

AI in production, where a bad answer costs a sale.

For Luminary Life we built the AI sales agent, live call coaching for human agents, custom RAG, and the CRM with Twilio underneath. Every piece of it operates in the part of the business where mistakes have a price tag.

The problem

Sales conversations do not forgive wrong answers.

Insurance sales runs on conversations, and Luminary Life puts AI inside them: an AI agent that talks to prospects, and live coaching for the human agents who do. There is no demo-mode grace in that position. If the AI gets an answer wrong on a live call, the cost is immediate and measurable: the sale.

So everything underneath has to behave like sales infrastructure, not like a chatbot experiment: grounded answers, dependable calling, and a CRM that keeps the whole operation coherent.

What we built

The AI layer and the infrastructure it stands on.

AI sales agent

An AI agent that carries real prospect conversations in production. Not a demo, not a chat widget: a system whose output is judged by whether the sale happens.

Live call coaching

Live coaching for the human agents while the call is happening, so the AI makes the salesperson better instead of replacing the conversation.

Custom RAG

Custom retrieval so answers are grounded in the company's own material instead of model memory. Grounding is what makes an AI answer safe to say out loud on a sales call.

The CRM, with Twilio underneath

The CRM the sales operation runs on, with Twilio underneath for the calls themselves. The unglamorous layer that makes the AI layer usable every day.

Tech scope

Where the engineering effort goes.

AI sales agentLive call coachingCustom RAGCRMTwilio
The hard number

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Start here

Putting AI somewhere a bad answer costs money?

Tell us where the AI meets your revenue and we will tell you what it takes to trust it there. Engagements start at $4k, most full builds land near $40k, and the number we quote is the number you pay.