JTR Insurance Agency
Independent insurance agency, El Dorado County, California
- Size
- Fewer than 20 staff
- Where
- US
The job
RingCentral AI Receptionist answers inbound calls, routes each caller to the right person and answers common questions without tying up staff. RingCentral AI Virtual Assistant transcribes every call as it happens, and agents copy the talking points into their CRM.
Tool: RingCentral AI Receptionist and AI Virtual Assistant
What happened
Call routing fell from five minutes to 24 seconds per caller, a 91% cut.
Note taking time fell 90% and owner Todd Stanley puts the saving at $6,000 a month. The agency takes about 50 inbound calls a day.
Before you believe it
RingCentral is selling the product and the $6,000 a month is the owner estimate. The page shows no visible date, so the date is the video upload date in the page metadata. Coverage advice stays with licensed people.
Try this prompt
Test the job on your own material before buying anything. Replace the highlighted brackets.
Here are the most common questions callers ask our agency and who on the team handles each type of call: [QUESTIONS AND TEAM]. Write a short phone menu and FAQ answers for an AI receptionist, and list the calls it must always pass straight to a licensed agent.
Source
RingCentral ↗, 22 May 2026 · vendor story
This source was written or published by the supplier of the tool, so treat the claim as a sales story.
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