Case Study: Quilter AI achieves higher-quality leads and less manual work with Surface Labs

How Quilter AI Uses Surface to Qualify Leads, Reduce Manual Work, and Find Alpha in B2B Marketing

Quilter AI, a cutting-edge insurance underwriting platform, faced a significant challenge in its marketing funnel. Its open "Request a Demo" workflow allowed anyone to book a meeting, leading to a calendar filled with unqualified prospects, duplicated data, and a sales team wasting time on poor-fit leads. This resulted in lost pipeline opportunities for the company.

Surface Labs implemented its Forms product to power Quilter AI's critical conversion points. The solution provided dynamic pre-qualification for demos, automated data enrichment and deduplication, and consolidated lead intelligence by syncing directly to HubSpot. As a result, Quilter AI achieved higher lead quality, significantly reduced manual work for its team, and built smarter marketing funnels with enrichment and lead scoring built-in. Surface Labs enabled the company to turn anonymous traffic into qualified pipeline.

Quilter AI

Darin

Quilter AI