How an Insurance Agency Grew Revenue 40% with AI
Guardian Insurance Partners scaled to 2,500+ monthly calls without hiring more staff.
Client Overview
Guardian Insurance Partners is a family-owned independent insurance agency in Tampa, Florida, offering auto, home, life, and commercial insurance from 15+ carriers. With 4 agents and 2 CSRs, the agency was maxed out on capacity and turning away new business.
The Challenge: Call Volume Exceeding Capacity
Guardian Insurance was a victim of their own success—they had more leads than their team could handle.
- Receiving 80-100 calls daily but only able to answer 60-70, missing 20-30% of potential clients
- Quote requests taking 24-48 hours to process, by which time prospects had already purchased elsewhere
- Policy renewal calls overwhelming staff during peak months (January, July)
- After-hours and weekend calls going to voicemail, with only 15% leaving a message
- CSRs spending 70% of time on routine calls (policy questions, payment issues) instead of sales support
- Owner considering hiring 2-3 additional staff at $120K+ annual cost
The Solution: AI Handles Routine Calls and Quote Intake
PicoCrate AI voice agents handle quote intake, policy questions, and routine inquiries, freeing agents to focus on complex sales.
- AI answers all calls 24/7, collecting quote request information (coverage needs, vehicles, property details)
- Handles common policy questions (payment methods, coverage details, claims process) via knowledge base
- Routes complex inquiries and sales opportunities to appropriate agents based on specialty
- Schedules policy review appointments and renewal calls directly into agent calendars
- Collects claim information and creates tickets in agency management system
- Provides instant auto-quotes for simple policies using carrier API integrations
The Results: 40% Revenue Growth Without New Hires
Guardian Insurance scaled their operation dramatically while actually reducing labor costs.
We were about to hire 2-3 more people just to answer phones. PicoCrate gave us the capacity of 5 full-time employees for a fraction of the cost. Our agents now focus on closing deals instead of answering routine questions. Revenue is up 40% and we're still only 6 people.
Ready to Get Similar Results?
Join Guardian Insurance Partners and hundreds of other businesses using PicoCrate to capture every call, reduce no-shows, and grow revenue. Get started with a free demo today.
More Success Stories from Insurance
Explore more case studies from the Insurance industry or view all case studies.