Real Results Across Industries
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Featured Case Study
Discover how our clients have achieved remarkable results with our custom AI solutions.
FirstMark Insurance
Slashed busywork by 80% with a Custom AI Sales Agent — boosting morale, booking rates, and future-proofing growth.
The Challenge
FirstMark Insurance, a fully virtual personal-lines agency, faced an all-too-common bottleneck: sales reps drowning in 16 minutes of tedious, manual work per lead — uploading PDFs, chasing follow-ups, handling rejections. Off-the-shelf tools couldn't handle FirstMark's unique workflows and systems, leaving them exposed as tech-savvy competitors raced ahead.
The Solution
Stack-Labs designed a Custom AI Sales Agent — purpose-built for FirstMark's internal systems and processes. The AI ingests PDF quote requests, pushes clean data directly into their CRM, runs 24/7 multi-channel follow-up exactly to FirstMark's standards, answers prospect inquiries in seconds, and auto-books appointments. It blends into the team like a human rep — minus the burnout.
Impact & Results
- Saved 5–10 hours/week per producer — slashing manual lead work by over 80%.
- Maintained the same reply rate with a higher booking success.
- Time per lead: cut from 16 minutes to under 3 minutes.
- Response time: instant — beating human response speeds and lifting engagement.
- Morale boost: Reps view the AI as a "valued teammate," not a threat.
- Seamless integration: Embedded into existing CRM and workflows — no extra logins or new tools to learn.
- Runs 24/7 — it's like an employee who never gets sick.
I would have been snowed under if it wasn't for the bot. Now, I just upload and move on — no stress.
— Senior Producer, FirstMark Insurance
Why It Matters
For mid-market firms, manual lead handling isn't just tedious — it's risky. FirstMark's Custom AI Sales Agent, fully embedded into their systems and tailored to their processes, freed high-value talent from busywork, boosted close rates, and future-proofed operations — all without disrupting what made them successful.
Next Step
Book a discovery call and see what a custom-fit AI Sales Agent could unlock for your team.
Schedule Discovery CallIndustry Solutions
Our AI solutions are tailored to address specific challenges across various industries.
HR Solutions
AI-powered chatbots that know your company's knowledge base, allowing employees to better leverage documentation and protocols.
Sales Automation
Custom outreach and response systems based on your sales processes for better qualified leads.
Lead Generation
Efficient AI-driven scraping and analysis to find higher quality leads faster.
Operations Optimization
Automated systems to reduce repetitive human workload, such as faster and more efficient form filling and data entry.