Foxquilt
Case Study
Strada ROI
Increase in Premium Quoted
Saved for the Sales Team
"Within the first month, we were already writing new policies from leads we thought were dead. Strada doesn't just make calls - it means actual revenue for us."
Foxquilt
Provides commercial insurance solutions to small businesses across the US and Canada.
Type
MGA & Agency
Lines
Commercial Insurance
Geographies Served
US & Canada
Website
Carriers, MGAs, and brokers scale revenue-driving phone calls with Strada's conversational AI platform.
Background
Foxquilt is a leading North American insurance technology company focused on providing small business insurance through a seamless, embedded distribution model across the US and Canada. As they scaled the revenue leakage from abandoned quotes, delayed follow-ups, and missed payments became a growing concern.
Challenges
"We were generating demand, but adding headcount so the team could follow up promptly and chase down missed payments wasn't a prudent use of capital”
Foxquilt faced several critical revenue challenges that were limiting their growth potential:
Incomplete quote conversions: Many small businesses would request insurance quotes through their digital platform, but abandon the process before purchasing, creating missed revenue opportunities
Limited outreach capacity: Leads referred by partners required fast responses, but Foxquilt's team lacked the bandwidth to contact every prospect when they were most engaged
Payment recovery bottlenecks: Existing policyholders with overdue payments needed consistent follow-up to prevent policy cancellation from overdue payments, but manual outreach was time-intensive and inconsistent
Time spent on repetitive calls: Sales representatives were dedicating considerable time to repetitive calling tasks rather than focusing on higher-value sales conversations and complex sales opportunities
Strada's Solution
Foxquilt deployed Strada’s AI voice agents to handle high-volume outbound calls that were previously handled by sales and operations teams. The agents followed pre-approved scripts, recorded every call, and logged all activity for full visibility and compliance - allowing Foxquilt to scale outreach without adding headcount.
The implementation focused on three core capabilities:
Targeted Campaign Deployment: Strada launched AI agents across three specific use cases: abandoned quote follow-ups to recover lost sales, partner lead conversion for prospects who expressed interest, and follow-up on overdue payments to reduce policy lapses.
Seamless HubSpot Integration: Strada connected directly with Foxquilt's existing HubSpot workflows. This allowed the AI agents to access custom lead data for each call and automatically log all results, recordings, and actionable items back into their CRM, eliminating manual data entry entirely.
Smart Call Management: When prospects expressed interest, the AI agents would either connect them directly with available sales representatives or book follow-up appointments based on their schedule preferences. This ensured no qualified leads were lost in the handoff process.
"Strada's deep integration with our HubSpot workflows was game-changing. The AI agents could access all our custom lead data and automatically update our CRM after every call. It eliminated the manual work that was slowing down our team."
Results Achieved in First 60 Days
Foxquilt's implementation of Strada's AI voice agents delivered immediate impact across all three campaign types:
5.7x return on investment on their Strada partnership
+21% increase in premium quoted from leads connected with sales team
124 hours saved for Foxquilt's sales team
First recovered policy in 2 weeks post-launch
What’s Next
Building on this success, Foxquilt is now implementing Strada's Workflow Automation features to streamline additional post-call processes. This will enable more ongoing follow-up while allowing Foxquilt to scale operations without sacrificing its personalized service approach.
