Canada Benefit Group's AI rep 'Emma' qualifies 1,000+ monthly leads and lifts conversion 30%
Canada Benefit Group · Canada · Financial Services · Roles: Sales, Marketing
What was done
Canada Benefit Group, which helps people claim government benefits, gets more than 1,000 enquiries a month from ads but many don't qualify. It trained an AI rep called Emma to ask the few qualifying questions over email, SMS, WhatsApp and web chat, so its five-person front-line team only spends time on real applicants.
Outcome
The vendor reports 3,000+ leads engaged, 50+ extra conversions, about $150K in additional annual sales and a 6.6x ROI. The company's CMO is quoted saying leads worked by Emma convert over 30% better than before.
Evidence: Vendor case study (customer quote). Figures are as reported by the source and have not been independently audited by AgentsNorth.
Agents & tools used
SalesAPE AI sales repEmail, SMS and WhatsApp channels
Prompt Reconstructed by AgentsNorth
The source didn't publish its prompt. This is our reconstruction of a starting prompt for a similar workflow, not the company's actual prompt.
You follow up with people who asked about help claiming government benefits. Be warm and plain-spoken. Over their preferred channel, ask the qualifying questions one at a time: which benefit they're asking about, their province, whether they've applied before, and the key eligibility facts. If they likely qualify, book a call with an advisor; if they clearly don't, explain why kindly and point to free government resources. Never promise approval or amounts.
Source
SalesAPE · undated · link checked 2026-10-16