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How Foundation Partners delivers world-class service with AI


Foundation Partners
foundationpartners.com/
Region

Americas

Company size

400–4,999

Industry

Professional Services


Products used

RingEX
AI Agents

Key metrics

99%

CSAT scores achieved with ACE, up from a baseline of 85%

~$100K

additional monthly profit per market

+7 pts

in QA scores over non-AI markets

Overview

Foundation Partners Group had no agent performance data, no QA scoring, and no standard operating procedures. By deploying RingEX with AI Conversation Expert (ACE), they moved to a data-driven coaching culture from the ground up, empowering representatives with immediate, automated QA feedback. This AI-driven strategy dramatically boosted quality assurance and increased customer satisfaction scores to 99% while generating massive localized profit gains.

Whenever we add a call center representative to a new market, we see an immediate profit increase of almost $100K a month. That growth happens simply because our team is better at the job, driven by the precise training and coaching they get from tools like ACE.

Brian Atkins

Call Center Representative Manager

About our customer

Foundation Partners Group, based in Orlando, Florida, has operated as a leading provider of funeral, cemetery, and end-of-life services since its establishment in 2010. The company partners with a network of more than 200 funeral homes, cremation centers, and cemeteries across multiple states, employing a centralized team of professionals and representatives who deliver compassionate care to families during moments of need.

The challenge: No data, no coaching infrastructure

Foundation Partners has grown to 8–9 markets with zero visibility into performance for their call representatives. Without metrics to evaluate agent quality, single out top performers, or establish coaching baselines, local teams operated without strategic direction and families received an inconsistent experience.

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The solution and ROI: AI-powered coaching at scale

To overcome its lack of visibility and coaching structure, Foundation Partners transitioned to RingEX and ACE. This shift allows the organization to swap legacy oversight for automated conversation intelligence, ensuring every sensitive interaction with grieving families is automatically surfaced for optimization.

The implementation of the RingCentral product suite delivers the following results:

RingEX ongoing inbound call display.

What’s next for Foundation Partners

With two new assistant managers, Brian Atkins, CCR Manager, will shift his focus from day-to-day team management to expanding ACE across the entire Foundation Partners organization. Backed by executive prioritization from the COO, this rollout aims to bring the remaining non-coached markets onto an even playing field, with the centralized team on track to double from 12 to 24 representatives.

Foundation Partners has long built its reputation on compassionate, personalized service to families at their most vulnerable moments. By pairing that legacy of care with RingCentral ACE, the organization is now building the data-driven framework to deliver that standard consistently, at scale, across every market it serves.

To learn more about our customer, visit Foundation Partners Group.

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