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A couple shakes hands with an insurance agent, symbolizing a successful property transaction.

How JTR Insurance Agency transforms the coverage experience with AI

Region

Americas

Company size

1–19

Industry

Financial Services

Products used

KEY METRICS

91%

faster call routing with AI Receptionist (AIR)

90%

time savings with AI Virtual Assistant (AVA) note-taking

$6K

monthly cost savings by automating inbound call handling with AIR

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.

Call routing: With 50 inbound calls daily, each caller required manual routing that averaged five minutes before reaching the right person.
Manual documentation: Agents captured coverage conversations by hand after every call, pausing to transcribe and log details into their CRM — adding time to each interaction and pulling focus from client work.

The solution and ROI: An AI-first approach to smarter client service

To address growing call demands and eliminate manual workflows, JTR Insurance Agency turned to RingCentral's AI Suite with RingEX, deploying intelligent automation across both call handling and documentation.

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

AIR delivers a 91% reduction in routing time — from five minutes to 24 seconds — answers FAQs without agent involvement, and turns that recovered time into $6,000 in monthly savings.
AVA transcribes every call in real time, giving agents clean, accurate talking points they copy directly into their CRM system — cutting note-taking time by 90%.

What’s next for JTR Insurance Agency

Todd Stanley and his team plan to continue expanding RingCentral's AI capabilities across the agency, leveraging call transcripts and AI-driven insights to further streamline client interactions and documentation.

As JTR Insurance Agency works to find the best coverage at the best price for every client, the agency is embracing AI as a natural extension of that commitment — moving from manual workflows to an intelligent, unified platform that gives the team more time to focus on people, not processes.

To learn more about our customer, visit JTR Insurance Agency.

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