How Cactus Benefits Agency Closed $2M in New Business Using AI Voice Assistants

AI voice assistants answered after-hours calls, qualified leads, and booked 40+ appointments/month for Cactus Benefits Agency, resulting in $2M in new life and health insurance business.

Location

Phoenix, AZ

Team Size

1-5

Time to Value

2 weeks

ROI

3,400% in first year

The Challenge

Solo agent was missing 60% of inbound calls due to being on other calls or out of office. Phone leads convert at 10-15x higher rates than web leads, making every missed call a significant lost opportunity.

Evening and weekend inquiries went straight to voicemail. By the time the agent called back, 75% of prospects had already enrolled with competitors who answered their calls immediately.

The Solution
Voice Assistants
AI Automation Systems
Tech Stack Integration
Technologies Used:
Retell AITwilioHubSpot CRMAgencyBlocCalendly
The Results
Call Answer Rate
Before:40%
After:98%
58% increase
After-Hours Leads Captured
Before:5%
After:95%
19x increase
Appointments Booked
Before:15/month
After:58/month
287% increase
Show-Up Rate
Before:62%
After:81%
19% improvement
New Business Written
Before:$600K/year
After:$2.6M/year
$2M increase
Agent Time on Phone Screening
Before:25 hrs/week
After:8 hrs/week
68% reduction
Total Return on Investment3,400% in first year
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“
I was working 70-hour weeks and still missing half my calls. The AI voice assistant is like having a full-time receptionist who never sleeps, never has a bad day, and actually improves my close rate by pre-qualifying leads. It's booked over 500 appointments in the last year—appointments I would have completely missed. This technology paid for itself in the first month.
Ryan Caldwell
Owner, Cactus Benefits Agency
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Topics Covered:
AI voice assistant insurancelife insurance lead qualificationhealth insurance appointment bookinginsurance phone automationafter hours call answering insuranceAI receptionist for insurance agents

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