Full case study · Client
Sami Saúde
Samira in Sami’s qualification and health plan quoting
Virtual sales consultant · Health plan qualification and quoting
Sami Saúde · Brazilian healthtech · Corporate plans for SMEs and solo entrepreneurs
- Segment
- Healthcare / B2B Sales
- Case study context
- HealthcareIn ProductionWhatsAppB2B Sales
Source and scope
Case study published by Starya. The text, indicators and testimonials below belong to the scope described. They are not independent validation or a guarantee of results in another operation.
Published title
Samira
Results in Numbers
- Contact → Quote Conversion
- 78%vs 57.5% from human sales reps
- Of total lead base handled by Samira
- 35.79%since Jan/2026
- Daily leads handled
- +30%after expansion to 50% of paid traffic
- Feedback resolution rate
- 93%81 of 87 feedbacks closed
The Challenge
Sami Saúde's sales team was receiving a growing volume of leads from their website and had to qualify them manually—collecting ages, zip code, CNPJ, current plan, and number of lives before generating any quote. This created two direct problems: delays in first contact with the lead and overload on sales reps with high-volume operational tasks, reducing the time available to close deals.
The Solution
StaryaAI developed Samira, a virtual sales consultant integrated with Sami's WhatsApp. As soon as a lead registers on the website, Samira proactively initiates contact, collects the necessary data, queries the Sami Quoter in real time, and sends a personalized proposal. If the lead declines the first option, she offers alternative plans. When she identifies closing intent, she forwards the lead to a human sales rep with the full conversation history logged in HubSpot. Leads with no response after 2 hours are automatically transferred via a scheduled job.
Integrations
- Take / Blip
- HubSpot CRM
- Sami Quoter
- Google Maps
- Accredited Network
Results in Numbers
- Contact → Quote Conversion
- 78%vs 57.5% from human sales reps
- Of total lead base handled by Samira
- 35.79%since Jan/2026
- Daily leads handled
- +30%after expansion to 50% of paid traffic
- Feedback resolution rate
- 93%81 of 87 feedbacks closed
Understanding sales qualification
Samira outperforms human sales reps in the qualification stage.
In the Contact to Quote conversion, the agent reaches 78%—versus 57.5% from the sales team. The technology recorded a 20% higher conversion rate in operational tasks than humans, absorbing bureaucratic complexity to accelerate new deal closures.
The Results
Since the expansion to 50% of paid traffic and integration with all sales reps in January 2026, Samira has been handling 35.79% of Sami Saúde's entire lead base. The daily volume of leads handled grew between 25% and 30% compared to the previous period, absorbing demand that previously depended on human availability.
The most significant gain was in the Contact to Quote stage: Samira converted 78% of contacts into generated quotes, while human sales reps achieved 57.5% in the same period. This confirms that AI is more efficient than the human team in the operational stages of data collection and proposal generation.
The project has accumulated 87 feedbacks since launch, with 81 closed—a 93% resolution rate. The model operates in hypercare with weekly cadence, with four items in the backlog for final refinements.
What Our Clients Say
Artificial intelligence now accounts for 35.79% of leads handled and marks a new moment for Sami, where technology, the personal doctor model, and prevention work in an integrated way to gain scale without losing quality in the journey.
Automation allows commercial teams to focus on the highest-value stages, such as negotiation and closing, while AI ensures agility in delivering proposals. The focus of the project is to leave humans for more consultative and strategic work.
Next Steps
The next steps describe plans recorded in the case study; they do not confirm subsequent delivery.
Smart Communication
Intelligent messaging via the Blip channel with advanced messaging features.
Audio via Blip
Automatic reception and transcription of audio messages sent by leads on WhatsApp.
Periodic History
Conversation history retrieval to expand context across sessions.
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