lead_processing · finance · workflow
Beside AI Receptionist helps Tim Curts triple new insurance premium from 40k to 120k per month
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.
How it works
Common implementation structure
How this type of workflow is generally built, generalized across documented cases — not tied to any one vendor's stack. Click any stage to read what happens there. Specific products that implement these stages appear in “Tools commonly seen” below.
Stage 1 · Inbound call received
Sam answers every inbound call to the agency.
Tools used
Beside
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.
Results
Volume4 to 8
Cost replacedfrom 40,000 to 120,000
Grounding & classification
Source type: vendor customer story
24 fields verified against source quotes.
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