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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