Pilots measured against one number.

Real workflows. Clear controls. One success metric agreed before we build—so you can see what a First Workflow Pilot looks like in practice.

Summit Insurance Oakridge Realty Brightline Agency Meridian Legal

Insurance broker desk for Summit policy renewal case study

Insurance · Operations pack

Summit Insurance Brokers

Commercial insurance brokerage · 16 staff · AMS360 + shared mailbox + email

Commercial policy renewals and urgent Certificate of Insurance (COI) requests choked the team every month. Loss runs were chased manually, carrier rate changes took days to digest, and renewals often reached clients less than 10 days before expiry.

Before

Renewal notices sent last-minute under time pressure
COI requests queued behind routine quote emails
No early warning on carrier premium spikes

Pilot job

Policy Renewal Coordinator + COI Specialist
Auto-scan carrier renewal rates and loss-run files
Pre-draft client comparison letters for broker approval
Licensed brokers sign off on every rate change

Outcome

100% of renewals reviewed 30 days prior to expiry

(was often <10 days). Secondary: standard COI turnaround dropped from 2 business days to 35 minutes with full E&O audit logging.

“Our brokers cannot risk an unvetted policy send. Mission Control gives us the speed of AI with the certainty that a licensed human reviewed the rate before the client sees it.”
— Operations Director, Summit Insurance Brokers

Agency workspace for Brightline lead response case study

Professional services · Growth pack

Brightline Agency

Strategy & creative agency · 18 people · Website + CRM + email

Once a deal was warm, the team moved fast. New inbound leads often waited days because response depended on who noticed the form notification.

Before

Median first reply measured in days
CRM stages lagged behind real email threads
Follow-ups lived in personal to-do lists

Pilot job

Lead Response + Follow-up agents
Research + draft personalized reply
CRM updates queued for approval
Odd or high-value leads escalate to partners

Outcome

Median first reply under 30 minutes (business hours)

Secondary: follow-up completion above 90% for tracked leads; fresher CRM stages.

“The win wasn’t ‘AI sales.’ It was never dropping a warm lead because someone was in a workshop.”
— Managing partner, Brightline Agency

Real estate brokerage office for Oakridge Realty speed-to-lead case study

Real estate · Growth pack

Oakridge Realty Group

Top-producing residential brokerage · 24 agents · Follow Up Boss CRM + Zillow + Meta ads

Inbound portal leads arrived around the clock. Agents busy in open houses or showings took hours to respond. By the time leads were contacted, buyers had already toured another home with a competing agent.

Before

Median first reply lagged over 4 hours
Unqualified leads clogged agent schedules
Weekend and evening inquiries went cold

Pilot job

Under-60s Inbound Lead Qualifier
Pre-screens buying power, budget and preferred tours
Drafts private tour confirmation into Mission Control
Agent clicks 1-tap approval from their phone

Outcome

Median speed-to-lead under 45 seconds (24/7)

Secondary: qualified tour bookings up 38%; 0 lost leads during peak showing weekends.

“In real estate, speed to lead is the entire game. The AI qualifies intent instantly, and my agents review the booking on their phones with one tap.”
— Managing Broker, Oakridge Realty Group