Case Study: Smart Calls achieves 400 insurance appointments per month with PhoneBurner

Insurance agent sees drastic growth; launches Smart Calls to deliver breakthrough results to fellow agents

Smart Calls, founded by insurance agent Hector Montalvo, needed a better way to manage a growing book of more than 800 contacts while launching a new business in the Knights of Columbus insurance market. Manual dialing, follow-up tasks, and the pressure to book appointments created inefficiency and call reluctance, making it hard to consistently reach prospects.

Using PhoneBurner’s power dialer and sales enablement tools, Smart Calls automated post-call workflows, one-click voicemails and emails, and organized follow-up more efficiently. The result was dramatic: Hector was able to schedule nearly 400 insurance appointments per month, build a repeatable system for other agents, and expand Smart Calls into an approved vendor solution that helped Knights of Columbus agents across the U.S. and beyond boost productivity and sales.

Smart Calls

Hector Montalvo

Founder