Case Studies
See how insurance agents, agencies, and FMOs are replacing their fragmented tool stacks with Kaffeine — and the measurable growth that follows.
+40%
Avg. close rate lift
$15K+
Overrides recovered
3x
More leads worked daily
Torres Insurance Group
Michael Torres, Agency Owner
40%
Increase in close rate (Q1 post-migration)
Rachel AI call coaching boosted close rates 40% in Q1.
40%
Increase in close rate (Q1 post-migration)
3
Tools eliminated (dialer, CRM, spreadsheets)
2 hrs
Admin time saved per agent per day
12 days
Full migration completed via ArcXA
“Kaffeine replaced AgencyBloc, our dialer subscription, and our spreadsheet commission tracking — all in one. Rachel AI call coaching boosted our team's close rate by 40% in the first quarter.”
Pacific Benefits FMO
Sarah Chen, VP of Operations
$15K
Missing overrides recovered in month one
$15K in missing override commissions recovered in month one.
$15K
Missing overrides recovered in month one
40 hrs
Monthly reconciliation time eliminated
80+
Downline agents managed in one hierarchy
8-stage
Carrier contracting pipeline automated
“As an FMO, we were running our override commissions out of Excel. Kaffeine's automated reconciliation flagged $15K in missing overrides in our first month. The hierarchy management alone is worth the switch.”
Reynolds & Associates
David Reynolds, Senior Medicare Agent
3x
More leads worked daily
Working 3x as many leads daily with zero manual note-taking.
3x
More leads worked daily
180+
Leads per week (up from 60)
0
Manual note-taking after calls (Bean AI)
2
Quote engines integrated (Sunfire, CSG)
“I've used Radiusbob, AgencyBloc, and GoGuru. Kaffeine is in a completely different league. The built-in softphone, lead pipeline, and Bean AI assistant are what Medicare agents actually need. I'm working 3x as many leads.”