Overview
Eclipse Insurance experienced significant friction with a basic VoIP provider that could not integrate with their modern agency workflows. By transitioning to RingEX and the intelligent monitoring of AI Conversation Expert (ACE), the agency unified its distributed team and gained deep visibility into client interactions. This shift allowed leadership to refine sales scripts and service standards, ensuring a seamless experience that solidified their standing as an award-winning regional leader.
ACE is like having a watchful eye on our business. It's constantly finding ways to help us improve our operations, and it's definitely going to help our agency continue to grow.
Jessica Holder
Owner
About our customer
Eclipse Insurance, based in Illinois and Missouri, has provided expert independent coverage for families, businesses, and farms since its founding. As a family-owned agency, they focus on market-wide policy comparisons to ensure every client receives a tailored insurance solution.
The challenge: Fragmented tools and operational inefficiencies
During the agency’s expansion, the leadership team struggled with a legacy VoIP system that functioned in a vacuum. Owner Jessica Holder observed that the existing platform lacked the sophistication to integrate with the agency's broader technology stack, creating manual hurdles for the growing staff. Without a unified way to monitor call quality or share successful strategies across their Illinois and Missouri locations, the agency risked losing the "one-building" culture that defined their early success.
The solution and ROI: A synchronized and intelligent agency
To resolve the hurdles of disconnected communication, Eclipse Insurance adopted a holistic cloud environment. By exchanging traditional phone lines for an insight-driven platform, they sharpen their professional image and foster a culture of continuous improvement.
What’s next for Eclipse Insurance
The agency is set to broaden its recruitment strategy, using its cloud-first foundation to hire top-tier talent from across the country. By utilizing the objective feedback provided by the AI Conversation Expert (ACE), co-owners Jessica Holder and Keenan Rice plan to build a standardized training curriculum that replicates their most successful client interactions. This commitment to technical innovation bridges the agency’s history of local trust with a future of unlimited geographic growth and data-backed service excellence.
To learn more about our customer, visit Eclipse Insurance Agency.
