Customer Success Stories

Real companies. Real results. See how VoxQualify transforms lead qualification across industries.

INSURANCE

Premium Insurance Group: 52% Higher Conversion Rate

How a mid-sized insurance agency scaled from 100 to 300+ policies monthly without adding staff

The Challenge

Premium Insurance Group, a 12-agent insurance agency, was drowning in unqualified leads. With lead sources ranging from online forms to purchased lists, agents spent 20+ hours weekly making cold calls to prospects who weren't ready to buy, couldn't afford coverage, or were outside their service areas.

"Our agents were burning out," explains Sarah Mitchell, VP of Sales. "We were writing about 100 policies per month, but our agents were making 400+ qualification calls. The math didn't work."

The Solution

Premium Insurance Group implemented VoxQualify in January 2024 with custom qualification scripts for auto, home, life, and health insurance. The AI was configured to:

  • Contact new leads within 2 minutes of form submission
  • Verify coverage needs and policy types
  • Confirm location within their service states
  • Assess budget ranges and payment preferences
  • Determine urgency and current coverage status
  • Transfer qualified leads directly to licensed agents

The Results

Within 90 days, Premium Insurance Group saw dramatic improvements across all key metrics:

Company Profile

Company: Premium Insurance Group

Industry: Insurance

Size: 12 agents

Lead Volume: 2,000+/month

Implementation: January 2024

Plan: Professional

52%
Higher Conversion Rate
87%
Time Saved on Qualification
3x
More Policies Written
340%
ROI in 90 Days

Graph Placeholder: Monthly policies written (Before/After VoxQualify)
Shows increase from avg 100 policies/month to 300 policies/month

"VoxQualify transformed our lead qualification process. We went from spending 20 hours per week on initial calls to just 2 hours reviewing qualified leads. Our conversion rate increased by 52%, and we're now writing 300+ policies monthly with the same team size. The ROI was immediate."

Sarah Mitchell
VP of Sales, Premium Insurance Group

REAL ESTATE

Coastal Real Estate Partners: 71% Reduction in Wasted Showings

How a real estate brokerage tripled lead handling capacity without hiring new agents

The Challenge

Coastal Real Estate Partners, a 25-agent brokerage in Southern California, struggled with lead quality and response times. Agents were showing properties to unqualified buyers, wasting 15-20 hours weekly on prospects who weren't pre-approved or weren't serious about purchasing.

"We had a 40% no-show rate for scheduled showings," says James Chen, CEO. "Agents were driving to properties, waiting 30 minutes, and the buyers never showed up. It was killing productivity and morale."

The Solution

Coastal implemented VoxQualify with buyer and seller qualification workflows configured to verify pre-approval status, assess timeline, confirm price range, and check location preferences before transferring to agents.

The Results

The impact was immediate and substantial across all key performance indicators:

Company Profile

Company: Coastal Real Estate Partners

Industry: Real Estate

Size: 25 agents

Lead Volume: 1,500/month

Implementation: March 2024

Plan: Professional

71%
Fewer Wasted Showings
91%
Showing Attendance Rate
3x
More Leads Handled
45%
Higher Close Rate

Graph Placeholder: Showing no-show rates (Before/After)
Shows decrease from 40% no-show rate to 9% no-show rate

"Within 30 days, we were handling 3x more leads with the same team size. The AI conversations are impressively natural, and leads actually appreciate the quick response time. Our agents now only see pre-qualified, motivated buyers. Game-changer."

James Chen
CEO, Coastal Real Estate Partners

HOME SERVICES

Elite HVAC Solutions: 91% Appointment Show-Up Rate

How an HVAC company increased technician productivity by 38% through better lead qualification

The Challenge

Elite HVAC Solutions faced a common home services problem: high no-show rates and pricing shoppers. Dispatchers spent hours scheduling appointments, but 35% of customers never showed up. Technicians were losing 4-6 billable hours weekly to no-shows.

"The worst part was turning down emergency calls because our schedule looked full, only to have multiple no-shows," explains Maria Rodriguez, Operations Director. "We were leaving money on the table every single day."

The Solution

Elite HVAC implemented VoxQualify with custom workflows for emergency repairs, maintenance, and installations. The system qualifies service requests, confirms location, assesses urgency, sets pricing expectations, and schedules confirmed appointments.

The Results

Company Profile

Company: Elite HVAC Solutions

Industry: Home Services

Size: 15 technicians

Lead Volume: 800/month

Implementation: February 2024

Plan: Starter

91%
Show-Up Rate
38%
Increase in Productivity
4-6
More Jobs Per Tech Weekly
78%
Fewer Price Shoppers

Graph Placeholder: Technician billable hours (Before/After)
Shows increase from avg 28 billable hours/week to 39 billable hours/week per tech

"VoxQualify contacts leads within minutes and only sends us customers ready to book. Our show-up rate improved from 65% to 91%, and our technicians are completing 4-6 more jobs weekly. That's real money in our pocket."

Maria Rodriguez
Operations Director, Elite HVAC Solutions

B2B SAAS

CloudScale: 58% Shorter Sales Cycles

How a B2B SaaS company accelerated pipeline velocity and increased demo booking rates

The Challenge

CloudScale, a project management SaaS platform, had a sales development team spending 80% of their time on leads that went nowhere—small companies without budget, contacts without decision-making authority, or prospects with no immediate need.

"Our SDRs were making 100+ calls daily but only booking 2-3 qualified demos," says Jennifer Wu, VP Sales. "Sales cycles averaged 90 days because we were talking to the wrong people."

The Solution

CloudScale implemented VoxQualify to handle initial contact and qualification, focusing on company size, decision-maker status, current solutions, budget authority, and implementation timeline before transferring to SDRs.

The Results

Company Profile

Company: CloudScale SaaS

Industry: B2B SaaS

Size: 8 SDRs, 5 AEs

Lead Volume: 3,000/month

Implementation: April 2024

Plan: Professional

58%
Shorter Sales Cycles
73%
Demo Booking Rate
3.2x
More Qualified Opportunities
42%
Improvement in Close Rate

Graph Placeholder: Average sales cycle length in days (Before/After)
Shows decrease from 90-day average to 38-day average

"Our SDRs were spending 80% of their time on leads that went nowhere. VoxQualify now handles first contact, qualification, and scoring. Our reps only talk to decision-makers at companies with 100+ employees and active budgets. Sales cycles shortened by 58%."

Jennifer Wu
VP Sales, CloudScale SaaS

MORTGAGE LENDING

Summit Home Lending: 67% Pull-Through Rate

How a mortgage lender doubled their pull-through rate with instant lead response

The Challenge

Summit Home Lending's loan officers were losing deals to competitors who responded faster. With a 6-hour average response time, qualified borrowers were already in process with other lenders by the time Summit called back. Their 31% pull-through rate was well below industry standards.

"In mortgage, speed is everything," explains David Park, President. "If you don't contact a lead within 5 minutes, you've already lost 80% of them. We were hemorrhaging opportunities."

The Solution

Summit implemented VoxQualify to contact mortgage leads within 90 seconds, verify employment and income, assess credit readiness, confirm down payment availability, and pre-qualify before scheduling loan officer consultations.

The Results

Company Profile

Company: Summit Home Lending

Industry: Mortgage

Size: 12 loan officers

Lead Volume: 1,200/month

Implementation: January 2024

Plan: Professional

67%
Pull-Through Rate
90s
Average Response Time
2.8x
More Closings Per LO
82%
Fewer Unqualified Apps

Graph Placeholder: Pull-through rate comparison (Before/After)
Pie charts showing increase from 31% to 67% application-to-closing ratio

"In mortgage, speed wins deals. VoxQualify contacts leads within 90 seconds and pre-qualifies them before our loan officers even see the lead. We went from a 31% pull-through rate to 67%, and our officers are closing 2.8x more loans per month."

David Park
President, Summit Home Lending

FINANCIAL SERVICES

Pinnacle Wealth Management: 100% Compliant Qualification

How a wealth management firm ensured compliance while scaling lead qualification

The Challenge

Pinnacle Wealth Management needed to scale their client acquisition while maintaining strict regulatory compliance. Manual screening was inconsistent, creating compliance risks, and advisors were wasting time with non-accredited investors who didn't meet minimum AUM requirements.

"Compliance is non-negotiable in our industry," says Robert Taylor, CCO. "We needed a solution that could scale without introducing regulatory risk. Every conversation had to be perfect."

The Solution

Pinnacle implemented VoxQualify with compliance-trained AI scripts that verify accreditation, assess AUM potential, capture required disclosures, and maintain complete audit trails—all while providing a premium client experience.

The Results

Company Profile

Company: Pinnacle Wealth Management

Industry: Financial Services

Size: 8 advisors

Lead Volume: 600/month

Implementation: March 2024

Plan: Enterprise

100%
Compliant Conversations
64%
More HNW Appointments
85%
Less Compliance Review Time
$250K+
Min AUM Per Qualified Lead

Graph Placeholder: Qualified high-net-worth appointments per month (Before/After)
Shows increase from avg 15 HNW meetings/month to 48 HNW meetings/month

"VoxQualify's compliance-first approach gave us confidence. Every conversation is recorded, transcribed, and compliant. We only meet with accredited investors now, and our compliance team loves the complete audit trail. It's the perfect solution for regulated industries."

Robert Taylor
Chief Compliance Officer, Pinnacle Wealth Management

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