A Tampa insurance agency deployed AI voice for quote intake. The AI captured caller information, ran initial qualification, and routed hot leads to producers — freeing producers from manual intake.

Results at a glance

Primary metric: 30% more quotes
Secondary: $28,000/year additional

Background

Industry: Insurance
Location: Tampa, FL
Business size: 2 producers

The challenge

The agency used Synthflow with Applied Epic integration. The AI captured name, address, current carrier, coverage needs, and routed qualified leads to the right producer based on policy type.

The solution

The agency used Synthflow with Applied Epic integration. The AI captured name, address, current carrier, coverage needs, and routed qualified leads to the right producer based on policy type.

Results

Additional annual commissions: $28,000. AI agent cost: $2,400/year. ROI: 12x.

Key takeaways for your business

  • The highest-ROI use case for insurance is typically after-hours capture and missed-call recovery
  • Even small deployments (single location, few employees) can generate 6-figure returns
  • Payback periods under 2 weeks are common in service industries
  • The key is consistent configuration and weekly iteration for the first 90 days

For more industry-specific guidance, see our insurance playbook and ROI benchmarks by industry.