Case Study: Goosehead Insurance achieves 50% higher support capacity and full call analytics with RingCentral

RingCentral’s Cloud Communications with Integrations Are Playing a Central Role in This Insurance Broker’s Hypergrowth

Goosehead Insurance, a fast-growing insurance brokerage founded in 2003 with 1,700+ employees and a client-first mission, found its legacy on-premises phone system was undermining service and growth. The system was hard to administer, lacked automated call reporting and Salesforce integration, forced reps to use personal phones on the road, and limited managers to overseeing only about 12–15 agents—keeping IT in reactive mode and slowing frontline productivity.

Goosehead deployed RingCentral for cloud communications and native Salesforce/Chrome integrations, enabling one-click dialing and business calls from any phone or computer. Deployment covered ~1,500 users without adding IT headcount, allowed 100% of calls to be viewed and analyzed, and increased support manager capacity by 50% (to 22–25 agents). The change saved sales reps hours daily, freed IT for strategic work, and delivered call-analytics insights that improve customer retention and carrier performance.

Goosehead Insurance

Brad Giannini

Managing Director