How We Helped Heights Insurance Agency Modernize Operations

Overview

Heights Insurance Agency is an independent insurance brokerage founded by Tiffany Meyer. The agency specializes in health insurance solutions for individuals and businesses, including short-term and long-term coverage. Their work is built around personal relationships, fast response times, and a high-touch client experience.

The Challenge

As the agency grew, so did the volume of inbound inquiries and operational friction. Calls were inconsistent and often buried under spam. Clients frequently reached out by email instead of phone, and there was no centralized system to manage communications, bookings, or marketing efforts.

Tiffany wanted to maintain a personal connection with clients without hiring additional staff to answer phones, manage scheduling, or oversee marketing tools.

The goal was clear: improve responsiveness, reduce operational overhead, and modernize the agency’s digital presence without sacrificing trust or control.

Our Approach

We designed and implemented a complete digital ecosystem tailored to how the agency actually works day to day.

We started by launching a dedicated AI voice assistant, Tipper, with a new phone number and integrated it across all platforms and social channels. Tipper answers inbound calls, filters spam, handles common questions, and routes callers directly to the right person. If no one is available, she captures messages or helps clients book a call automatically.

Next, we rebuilt the Heights Insurance website with a focus on clarity, conversion, and ease of use. We embedded a booking calendar directly into the site, allowing clients to schedule consultations on their own time without back-and-forth emails or missed calls.

To bring everything together, we built a custom dashboard that gives the agency full visibility and control over its marketing and operations. From one place, the team can access analytics, manage paid advertising, create content with AI, oversee all social media accounts, and schedule posts with automated publishing.

Onboarding Experience

The onboarding process was fast and intuitive. Training the AI assistant became part of the setup and even a fun one. The team helped train Tipper by placing real test calls and asking real questions, which allowed the system to learn quickly and adapt to actual client needs.

From setup to launch, the process required minimal effort from the agency while delivering immediate value.

Results and Impact

After launch, the agency saw a noticeable increase in inbound calls tied directly to the new phone number and its visibility across platforms. Clients reached the right person faster without navigating confusing menus or robotic scripts.

Tipper now handles call screening and spam filtering, allowing the team to focus on meaningful conversations with real clients. Financially, the system eliminated the need to hire additional staff, saving ongoing costs related to wages, payroll taxes, and insurance.

The new website and booking calendar reduced missed opportunities, while the centralized dashboard simplified marketing, content creation, and performance tracking. What was once fragmented is now streamlined and easy to manage.

Who This Is For

This solution is ideal for insurance agencies and local businesses that want to scale without increasing overhead, improve client experience, and bring their communications, marketing, and operations into one streamlined system.

If your team is spending too much time answering calls, managing scattered tools, or reacting instead of growing, it may be time for a smarter setup. We help businesses modernize their operations, improve responsiveness, and create space for meaningful client work without adding complexity or headcount.

Build a system that works for you, not the other way around.

Give it a try. I think you're going to love it. It is really taken a load up off of our plates and gives us time to spend with our clients meaningful time and not always having to answer the phone to a bunch of spam bots. Tiffany Meyer