Case Study: JTR Insurance Agency achieves faster call routing and time savings with RingCentral AI

JTR Insurance Agency cuts call routing time by 91% with RingCentral

JTR Insurance Agency, a small family-owned insurance business, faced challenges with high call volume and manual processes. Their staff was spending significant time manually routing up to 50 inbound calls daily and hand-writing notes after each client conversation, which created inefficiencies and legal liability. They turned to RingCentral's AI Suite, specifically the AI Receptionist (AIR) and AI Virtual Assistant (AVA) features within RingEX, for a solution.

By implementing RingCentral's AI tools, the agency automated its call handling and documentation. The AI Receptionist now routes calls in 24 seconds instead of five minutes, saving 91% on routing time and generating $6,000 in monthly cost savings. The AI Virtual Assistant provides real-time call transcription, cutting manual note-taking time by 90%. RingCentral's solution allowed the team to reclaim time and focus more on client service.

JTR Insurance Agency