Case Studies
Real companies, real results.
Case Study
Farmers insurance agency - Fresh Leads.
The Challenge
A Farmers insurance agency wanted to convert more purchased, shared leads into live conversations with licensed closers. Its existing outbound call center was already working the same lead pool.
The Solution
The agency split fresh leads from the same aggregators between its call center and PeakSend AI. Both teams worked during the same window, and success was measured as a lead becoming a live transfer to a licensed closer. The call center transferred 4.0% of leads; PeakSend transferred 8.2%.
Human lead-to-transfer rate
PeakSend lead-to-transfer rate
+105%
Relative conversion lift
Case Study
Allstate insurance agency - Fresh Leads.
The Challenge
An Allstate insurance agency wanted more live transfers from purchased, shared leads. Its established outbound call center was already running an efficient operation.
The Solution
The agency divided fresh leads from the same aggregators between its call center and PeakSend AI during the same window. Both sides counted live transfers to a licensed closer per lead worked. The call center transferred 9.5% of leads; PeakSend transferred 14.2%.
Human lead-to-transfer rate
PeakSend lead-to-transfer rate
+50%
Relative conversion lift (rounded)
Case Study
Solar sales company - Fresh Leads.
The Challenge
Energy Solutions needed a more efficient and cost effective approach for setting in-person appointments for solar panel consultations. Hiring additional appointment setters was time consuming and costly for management.
The Solution
Energy Solutions created a voice AI sales agent with PeakSend AI to immediately call new leads to set appointments for an in-person sales consultant to close deals.
With instant speed-to-lead, smart follow-up cadences, local presence dialing, caller ID reputation management, and an AI trained for sales, Energy Solutions was able to achieve a high answer and conversion rate with PeakSend AI.
Contact Rate (Leads that answered)
Appt Set Rate (Conversion Rate)
Lead-to-Conversion Rate
*3.8x higher lead-to-conversion rate vs. typical in this industry (solar)
Customer Testimonial:
"I love this software. It's been a huge help. The appointments have been good, and people have even commented on how nice the assistant was!"
— Tyler Jensen, Sales Team, Energy Solutions
Case Study
Health insurance agency.
The Challenge
ChoiceGuard Insurance struggled to keep up with hundreds of data leads during the 2024 Medicare Open Enrollment Period. Their team was overwhelmed, and leads were falling through the cracks.
The Solution
ChoiceGuard Insurance created a Voice AI sales development representative, which completely freed their licensed agents to focus on closing sales.
Increase in Conversion Rate (Lead-to-Appointment)
Hours of Sales Agent Time Saved Weekly
Reduction in Staffing Costs
Customer Testimonial:
"The PeakSend AI appointment setter transformed the way we manage leads during the Annual Open Enrollment. It's like having a full-time SDR team without the cost."
— Levi Duke, CEO, ChoiceGuard Insurance Services
Case Study
Real estate, vacant land broker - Fresh Leads.
The Challenge
Country Land Indeed had leads coming in from their website and other places at odd hours or during other sales calls. They were loosing leads to competitors due to inefficient speed-to-lead timing and follow ups.
The Solution
Country Land Indeed utilized PeakSend AI to handle outbound and inbound calls, follow-ups, appointment booking, and automated reminders to streamline their sales process.
Contact Rate (Leads that answered)
Appt Set Rate (Conversion Rate)
Lead-to-Conversion Rate
Customer Testimonial:
"I gave them our sales script, and their AI handles everything. It calls our leads, follows up, and books appointments for our team. Feels like I've hired a VA without having to manage anyone. It's freed up our sales team's time to focus more on just closing deals instead managing employees or cold calling."
— Hannah Bartholomew, CEO, Country Land Indeed
Case Study
Medicare insurance agency - Aged Leads.
The Challenge
Vemax Insurance needed their sales team to be more efficient with their time to close more deals. Having their team cold call their aged lead list was time-consuming and expensive.
The Solution
Vemax Insurance built an AI sales agent with PeakSend, which handled 106,515 calls to follow up with 8,198 (aged) leads. Their AI transferred/booked 930 conversions at an 11.35% conversion rate after getting 58.91% of leads to answer the phone through automated follow-ups and intelligent number rotation.