Lead processing · Production

Beside AI Receptionist helps Tim Curts triple new insurance premium from 40k to 120k per month

The problem

Tim Curts's insurance agency was growing rapidly — up to eight referrals a day — but he could not answer every call himself. Every missed call was a missed quote, and the pace was pushing him toward burnout.

Workflow diagram · grounded in source

Inbound call received

trigger

“Sam answers every call now.”

Multilingual caller greeting

ai_action

“He even trained Sam to greet callers in English, Spanish, or French— an essential touch in his bilingual market”

Insurance intake collection

ai_action

“The details matter. Here's what Tim taught Sam to collect on every call: - Ask for name on the property title or loan - Date of birth - Property address - Type of product needed”

Clean summary generated

output

“Beside generates a clean summary with the caller's name, phone, email, and all the context”

Forward to producer via Teams

integration

“Tim forwards it straight to a producer in Teams”

Client callback with quote

output

“within minutes, the client gets a call back with a quote”

Reported outcome

After deploying Beside's AI receptionist, Tim's new written premium tripled from 40,000 to 120,000 per month and all inbound referrals are handled without missed opportunities, while Tim reports the agency now runs in a way that feels peaceful and manageable.

Reported metrics

New written premium (monthly)from 40,000 to 120,000

New premium growthTripled

Referrals handled daily4 to 8

Active referral partnersaround forty

Show all 5 reported metrics

new written premium (monthly)from 40,000 to 120,000

new premium growthTripled

referrals handled daily4 to 8

active referral partnersaround forty

burnoutZero burnout

Reported stack

BesideTeams

Source

https://www.beside.com/customers/ai-receptionist-for-insurance-how-beside-tripled-new-premium-and-wowed-callers

Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

After deploying Beside's AI receptionist, Tim's new written premium tripled from 40,000 to 120,000 per month and all inbound referrals are handled without missed opportunities, while Tim reports the agency now runs in…

What tools did this team use?

Beside, Teams.

What results were reported?

New written premium (monthly): from 40,000 to 120,000; New premium growth: Tripled; Referrals handled daily: 4 to 8; Active referral partners: around forty (source-reported, not independently verified).

How is this lead processing AI workflow structured?

Inbound call received → Multilingual caller greeting → Insurance intake collection → Clean summary generated → Forward to producer via Teams → Client callback with quote.