United StatesFinance and insurance2024 – ongoing

Goosehead Insurance

AI virtual assistant for pre-qualifying clients and rescheduling missed calls

Goosehead Insurance raised its appointment booking rate from about 60% to more than 80% with a Vonage AI virtual assistant

WorkingVendor case studyVendor ↗

Problem

Fewer than half of the clients who had pre-booked a call with a Goosehead agent answered it. Agents lost time chasing missed calls, and many clients never reached a quote.

Approach

Goosehead used Vonage's AI Virtual Assistant. It pre-qualifies clients and offers callers who cancel a more convenient time. It sends reschedule links, or connects the client straight to an agent when they are ready. The system launched in 2024.

Results

about 60% to more than 80%appointment booking rate, which Vonage says is now consistently above 80%Vendor case study[1]

fewer than 50%share of pre-scheduled calls that clients answered before the change, per the articleVendor case study[1]

more than 600,000new clients assisted by phone since launch, per the articleVendor case study[1]

Takeaway

An assistant that catches missed or cancelled calls and offers a new slot at once can recover bookings that agents would otherwise chase by hand.

Sources

Case Study: Goosehead Insurance Increased Booking Rates to 80% With Vonage
Call Centre Helper13 Mar 2025Vendor publication

Source summaries

[1]Call Centre Helper13 Mar 2025

A Vonage-supplied case study republished by Call Centre Helper. It describes how Goosehead's AI assistant pre-qualifies clients and reschedules missed calls. It reports booking rates rising from about 60% to above 80% and more than 600,000 new clients assisted by phone. The results are reported by the vendor and were not independently checked.

Full details are in the original sources.

Added 2 Nov 2026 · Updated 2 Nov 2026