Case Studies
See how businesses like yours are growing with Revenaut's AI platform.
Insurance | Seattle, WA
MIIA Insurance
Revolutionizing Lead Capture & Efficiency
January 2026 • miiainsurance.com/
Results in 30 Days
Goal
MIIA Insurance wanted to capture more leads and drive efficiency in their operations.
Problem
Missed Leads
Calls going unanswered, especially after hours, resulting in lost opportunities.
Missed Details
Important information from calls not being captured accurately or consistently.
Task Management
Action items and tasks from calls not being tracked or assigned efficiently.
Solution
Revenaut Phone Agent
AI-powered phone assistant that answers customer calls 24/7, even after business hours, ensuring no lead goes unanswered.
Revenaut Live Notes
Real-time conversation transcription and note-taking that captures all important details and automatically assigns tasks and action items to their CRM (AgencyZoom).
Impact
MIIA Insurance now saves hours every single day while capturing more qualified leads and ensuring no important details or action items are missed.
Revenaut has been a game changer for us. After hours, Revenaut's Phone AI answers customers' calls and during business hours, Revenaut's Live Notes takes notes of our phone calls and assigns tasks and action-items in our CRM. We save hours every single day.
— MIIA Insurance Team
Implementation
Setup Time
Less than 1 hour
Integrations
Google Voice, AgencyZoom
What's Next
Adopt Funnel & Boost products
Results from campaigns in Jan 2026
Goal
Wishfin wanted to run an outbound campaign to call warm leads and collect customer details for pre-approved loan offers from multiple banking partners.
Problem
Scaling Constraints
Lack of the ability to run concurrent live calls or adapt quickly to new campaigns.
Multi-Product Complexity
Different banking partners required different qualification flows.
Limited Voice & Script Flexibility
Required ability to customize agent voices, scripts, and intake questions across products in-house.
Solution
Revenaut Outbound Phone Agent
AI outbound voice agent integrated with Wishfin's dialer, enabling concurrent calls, self-serve voice and script updates, product-specific intake flows, multilingual conversations, and voicemail handling.
Impact
Wishfin successfully piloted an AI-powered outbound calling campaign to engage warm leads for pre-approved loan offers—at scale, achieving higher conversion rates and faster campaign completion.
Revenaut allowed us to move faster than our current setup. The ability to customize voices and intake flows instantly, combined with concurrent calling, materially improved campaign performance. We were pleasantly surprised by high lead conversion, visibly demonstrating the acceptance of AI calls in an outbound scenario.
— WishFin Team
Implementation
Setup Time
Less than 3 days
Integrations
Tata Tele
Chiropractic Office | Redmond, WA
Helix Sports & Spine
Streamlining Front Desk Operations & Driving Growth
February 2026 • helixwa.com
Results from 30 days in Jan 2026
Goal
Helix Sports & Spine needed help answering every call, booking patients, handling sales inquiries, and explaining clinic processes — without overwhelming their front desk staff.
Problem
Missed Calls
High call volume and after-hours inquiries led to missed opportunities and frustrated potential patients.
Front Desk Bottlenecks
Staff were pulled in multiple directions handling bookings, sales calls, and repetitive patient questions.
Complex Patient Questions
Hesitant or high-intent patients needed detailed explanations before booking, which took significant staff time.
Solution
Revenaut Conversation Agent
AI-powered phone assistant that answers customer calls 24/7, even after business hours, ensuring no lead goes unanswered. Handles patient bookings, sales inquiries, and explains clinic processes seamlessly.
Impact
Revenaut AI helped Helix Sports & Spine streamline front desk operations, never miss calls, and grow their business by 15% in just one month — while ensuring patients get clear answers and seamless booking every time they call.
Revenaut AI has been a game changer for my clinics! From booking patients to handling sales calls, it has streamlined my front desk operations. It explains how our clinic runs, books patients, and even helps complex and hesitant patients get the answers they're looking for. We never miss calls now, our staff is updated immediately on urgent calls, and the service has grown my business by 15% in just the last month. I could not recommend it more!
— Helix Sports & Spine Team
Implementation
Setup Time
Less than 1 hour
Integrations
Native AI Calendar, Jane App
Healthcare | Gig Harbor, WA
Dynamic Regenerative Care
Enhancing Patient Care Through Intelligent Documentation
March 2026 • thedynamiccareclinic.com/
Results from 30 days
Goal
Dynamic Regenerative Care needed to improve patient documentation accuracy, reduce administrative burden on clinical staff, and ensure all patient interactions and treatment details are properly captured in their EHR system.
Problem
Documentation Burden
Clinical staff spent excessive time on manual note-taking during patient visits, reducing time available for direct patient care.
Incomplete Records
Important patient information and treatment details were sometimes missed or recorded inconsistently across different staff members.
EHR Integration Challenges
Manual data entry into Athena Healthcare was time-consuming and prone to errors, creating workflow inefficiencies.
Solution
Revenaut Conversation Agent
AI-powered conversation agent that handles patient calls, answers questions, and schedules appointments, ensuring consistent patient communication and reducing front desk workload.
Revenaut Live Notes
Real-time conversation transcription and intelligent note-taking that automatically captures all patient interactions, treatment discussions, and clinical details, then seamlessly integrates with Athena Healthcare EHR system.
Impact
Dynamic Regenerative Care now captures 98% of patient interactions accurately, saves 15 minutes per patient visit on documentation, and ensures all clinical details are automatically synced with Athena Healthcare, allowing staff to focus more on patient care.
Revenaut's Conversation Agent and Live Notes have transformed how we document patient care. The AI captures every detail of our patient interactions and automatically syncs with Athena Healthcare, saving us hours every day. Our clinical staff can now focus on what matters most—providing exceptional patient care—while knowing that all documentation is accurate and complete.
— Dynamic Regenerative Care Team
Implementation
Setup Time
Less than 2 hours
Integrations
Athena Healthcare
Property Services | Puget Sound Area
Premier Property Services
Transforming Digital Presence & Customer Engagement
April 2026 • www.ppspnw.com/
Results from 60 days
Goal
Premier Property Services wanted to modernize their digital presence, improve lead generation, and provide instant customer engagement across all channels while optimizing for search engines and AI-powered discovery.
Problem
Outdated Online Presence
Limited digital footprint and lack of modern AI-powered website capabilities resulted in missed opportunities and poor customer engagement.
Slow Response Times
Customers had to wait for business hours to get answers, leading to lost leads and frustrated prospects.
Poor Search Visibility
Low organic search rankings and lack of optimization for modern AI-powered search engines meant potential customers couldn't find their services.
Solution
Revenaut Front Desk
AI-powered front desk solution that handles all customer communications across phone, SMS, and web chat. Ensures no call goes unanswered, provides instant responses, schedules appointments, and manages customer inquiries 24/7.
Revenaut Funnel
Intelligent funnel optimization that guides prospects through the customer journey, converts leads at every stage, and optimizes the path from first contact to booking. Includes AI Website, Web GPT, and automated lead nurturing.
Revenaut Boost
Full-service marketing engine that includes Content AI for automated content creation, SEO and AEO optimization for search visibility, and comprehensive digital marketing automation to drive organic growth and customer acquisition.
Impact
Premier Property Services transformed their operations with Revenaut's Front Desk, Funnel, and Boost products, resulting in 40% increase in lead generation, instant customer responses across all channels, and 65% growth in organic traffic through comprehensive marketing automation.
Revenaut completely transformed our business. Front Desk ensures we never miss a call or message, Funnel optimizes our entire customer journey from first contact to booking, and Boost handles all our marketing and SEO automatically. Our lead generation is up 40% and we're responding to customers in under 2 minutes. This is exactly what we needed to compete in today's market.
— Premier Property Services Team
Implementation
Setup Time
Less than 1 week
Integrations
Website, SMS Platform
Insurance | United States
Nate Root Medicare Options
Scaling High-Volume Operations with Autonomous Scheduling
May 2026 • naterootagency.com/
Results from peak season
Goal
Nate Root Medicare Options needed to handle hundreds of calls per day during peak enrollment periods, schedule appointments autonomously, and ensure no potential client went unanswered while maintaining seamless calendar management.
Problem
Peak Volume Overload
During Medicare enrollment periods, the business receives hundreds of calls per day, overwhelming staff and causing missed opportunities.
Manual Scheduling Bottleneck
Manual calendar booking was time-consuming and error-prone, preventing staff from focusing on high-value client consultations.
Missed Appointments
High call volume during peak times led to missed calls, lost leads, and frustrated potential clients unable to schedule appointments.
Solution
Revenaut Conversation Agent
AI-powered conversation agent that handles hundreds of calls per day autonomously, answers Medicare-related questions, qualifies leads, and books appointments directly into the calendar without human intervention.
Impact
Nate Root Medicare Options now handles peak volume of 100+ calls per day autonomously, with the Conversation Agent booking appointments directly into the calendar and syncing all lead information with Zoho CRM, allowing staff to focus entirely on high-value consultations.
The Revenaut Conversation Agent has been a game-changer for our Medicare enrollment operations. During peak season, we're handling hundreds of calls per day, and the system books appointments autonomously into our calendar. It integrates seamlessly with our Zoho CRM, so all lead information is captured automatically. We never miss a call, and our team can focus on what they do best—helping clients understand their Medicare options.
— Nate Root Medicare Options Team
Implementation
Setup Time
Less than 2 hours
Integrations
Native AI Calendar, Zoho CRM