Overview
JTR Insurance Agency, a family-owned business in El Dorado County, faced two costly problems: slow call routing that consumed employee time and documentation gaps that created legal liability. After implementing AI Receptionist (AIR) and AI Virtual Assistant (AVA) with RingEX, JTR transformed how the team handles calls and documentation. AIR routes callers instantly and answers FAQs without tying up staff, while AVA eliminates manual note-taking — cutting routing time by 91% and recapturing $6,000 a month to invest in growth.
Before AIR, callers waited up to five minutes to reach someone who could help them. Now it takes 24 seconds. We're no longer buried in 50 calls a day, and that's saving us $6,000 a month — time and money we're putting back into growing the business.
Todd Stanley
Owner
About our customer
JTR Insurance Agency, based in El Dorado County, California, is an independent family-owned business dedicated to finding the best coverage at the best price for every client. The agency serves individuals and families across the region with a personal, hands-on approach.
The challenge: High call volume and manual documentation
For an independent insurance agency like JTR, every client conversation carries weight — and with a high volume of daily interactions, keeping up with both call routing and accurate documentation became an increasingly demanding task.
