Live · free to start
Case Studies
Real teams, real numbers
Anonymized where required, but every metric is measured. Names and full quotes released as customers approve.
Mortgage
Independent mortgage brokerage lifts closed loans 41% in 90 days
A 6-LO brokerage plugged in AI follow-up, rate-alert triggers, and a Trust Engine intake - and closed 41% more loans without adding headcount.
+41%
closed loans (90 days)
3.2x
pre-approval → application
-52%
manual follow-up time
Insurance
Multi-line agency doubles appointment-set rate with AI voice
A 12-producer agency replaced their outbound call rotation with an AI voice agent - and saw appointments per web lead jump from 9% to 21%.
2.3x
appointment-set rate
-71%
producer time on dials
+38%
policies bound per producer
Real Estate
Realtor team triples nurture pipeline with 12-touch AI cadence
A 4-agent team automated their buyer follow-up and grew their active nurture pipeline from ~180 to 560 warm leads in one quarter.
3.1x
active nurture pipeline
+27%
buyer-side closings
18 hrs
ISA time saved / week
Financial Advisors
RIA firm 4x's annual-review completion with AI Trust Reports
A 3-advisor RIA replaced the manual annual-review workflow with the Trust Engine and quadrupled the number of clients completing reviews on time.
4.1x
annual reviews completed
-83%
prep time per client
+2.1%
AUM retention lift