Case Study: Assure Funding achieves 62% more completed loan applications and an 85% reduction in staffing with Conversica

Assure Funding Unlocks the Digital Secret to Chasing New Business

Assure Funding is a New York–based alternative lender that arranges short-term loans and advances of $5,000–$2 million for small businesses that can’t always qualify for traditional bank financing. The company relied on inside sales teams using an opener–chaser–closer model, but the chaser role was time-consuming and costly, making it difficult to cost‑effectively qualify prospects, reengage uninterested or purchased leads, upsell services, and drive renewals.

Assure Funding deployed Conversica’s AI Sales Assistant as a “digital chaser” to automate email outreach, gather missing documentation, and reengage prospects until they were ready to speak with a closer. The result: a 62% increase in completed loan applications, 42% of deals driven by the AI, a 30% rise in renewals, and maintained sales performance with 85% fewer staff; Conversica also unlocked revenue from reengaged and aged leads and enabled cost‑effective qualification for additional services.

Assure Funding

Roman Vinfield

President