Case Study: a leading California insurance MGA turns missed calls into booked appointments with Infer

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Preview of the Leading California Insurance MGA Company Case Study

How a leading insurance MGA turned after-hour calls into high-intent appointments with Infer's AI voice agent

A leading California insurance MGA was struggling with a significant number of after-hours calls going to voicemail, resulting in lost revenue and creating a manual, time-consuming follow-up process for its lean sales team. To address this challenge, they implemented Infer's AI voice agent.

Infer's solution engaged 100% of previously missed calls, converting 73.4% into booked appointments and potentially unlocking $125,000 in new premium within a month. The AI agent qualified leads, scheduled meetings, and pushed complete data into the agency's CRM, which reduced manual data entry and saved 12 producer-hours of work, all without adding headcount.


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