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Insurance Case Study
CornerStone Wealth Advisory Group
Automating Cold Outreach & Filtering 10,000+ Leads.
Book a DemoThe Challenge: Falling Behind on Follow-Ups
“We were having a problem with following up with people on a consistent basis... whether it be tracking it or actually following through with everything, just making those contacts day in and day out.”
MH
Michael Haskett
CornerStone Wealth Advisory
The Solution: Filtering the Noise with AI
“The fact that 85 to 100% of the conversation could be handled by somebody that's not us... it is saving a tremendous amount of time. It filters out wrong numbers quickly, like hundreds a day.”
MH
Michael Haskett
CornerStone Wealth Advisory
The Result: Appointments on Autopilot
“We're easily getting an additional 10 to 20 appointments a week off this system by doing very minimal work... We get very excited when we get an email or text message saying an appointment is booked, and we had to do absolutely nothing.”
MH
Michael Haskett
CornerStone Wealth Advisory
Campaign Results
10,402
Total List
3,418
Validated (Reply)
32.8%
Response Rate
375
Interested
266
Scheduled
Unmatched White-Glove Support
“When you're first sitting down and looking at everything, it was really overwhelming. But on the calls, they actually show us how to set things up for us... The support has been really, really good.”
Michael Haskett
Less Admin. More Closed Revenue.
Join operators who automated follow-up, cut SDR overhead, and turned their calendar into a predictable growth engine.
Book a DemoDedicated onboarding · Proven playbooks · Native integrations