CallGrid

CUSTOMER STORIES

The numbers moved. The names stay out of it.

Seven operators, seven problems you'll probably recognize, and what changed after they moved to CallGrid.

Account record · AnonymizedVERIFIED
ACCOUNT NAME
Redacted
VERTICAL
Medicare · Insurance · Seller
RESULT
$24Krecovered in one quarter

The dashboard is real. The name never leaves our records.

WHY NO LOGOS

Every story on this page comes from a real account and a real dashboard. We don't publish names, in this business your routing setup is your edge, and our customers' edge is not our marketing asset. If you want references, book a call and we'll make introductions the right way.

SEVEN OPERATORS

Find the problem you recognize.

All storiesInsuranceMedicareDebt reliefHome servicesCTVBuyersSellers
Insurance · Seller

A Medicare aggregator, ~100K calls/mo

Recovered in one quarter

How much of your billable duration exists on only one side of the call?

Read story
Insurance · Seller

A high volume Medicare and final expense aggregator, ~99K calls/mo

Recovered from buyer side terminations

What happens to the caller when a buyer hangs up mid transfer?

Read story
Insurance & Debt Relief · Seller & Buyer

An Inc. 5000 performance agency with an in-house call center

Multi year honoree, in-house call center

What if you could score a call with your own data before you bid on it?

Read story
Insurance · Buyer

A Medicare buyer whose agents sit behind a dialer

Calls billed with no agent truly available

How many calls did you pay for last week where no agent was actually ready?

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CTV · Buyer

A CTV performance agency shipping 10 to 30 creatives a week

Reconciliation join key effort

How long does it take you to match a call record to the buyer's report? What if the answer was zero?

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Debt Relief & Home Services · Seller

A debt and home services seller, ~16K calls per month

Since migrating, across the board

When did you last A/B test your routing strategy instead of arguing about it?

Read story
Insurance · Hybrid routing-first & bidding-first

An insurance agency owner with a category named 1-800 number

Systems consolidated into one account

What are the calls you can't sell worth? Right now, for most agencies, the answer is voicemail.

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Medicare · Seller · ~100K calls/mo

How much of your billable duration exists on only one side of the call?

True Connect (answer on bridge billing) plus RPC-E routing

$24KRecovered in one quarter from eliminated duration discrepancy
0 secDiscrepancy between publisher and buyer reported duration, after cutover
15-20%Revenue per call lift after moving routing rank to RPC-E

THE PROBLEM

Standard call bridging adds five to nine seconds of duration that one side bills and the other side never sees. At 100K calls a month, roughly 7.8% of billable duration existed on only one side of the ledger. The team was also ranking buyers on raw RPC while their highest quoted buyers were quietly their worst connecting buyers.

WHAT CHANGED

True Connect starts the billable timer only when a human voice confirms on the buyer side, so both parties see identical duration. Routing rank moved from RPC to RPC-E, which builds no-connect and short-call penalties into the number, so a $10 buyer answering half the time ranks below an $8 buyer answering 95% of the time.

THE RESULT

Both sides reconcile to the same number, weekly manual reconciliation became a spot check, and the recovered gap was worth about $24K in the first quarter.

Profile
VERTICAL
Medicare (Insurance)
SCALE
~100K calls/mo
ROLE IN CALL FLOW
Seller (publisher)
FEATURES USED
True ConnectRPC-E Routing
TIME ON CALLGRID
Live since cutover

"We finally stopped paying for the gap between what we reported and what our buyers measured."

Operations lead, Medicare aggregatorParaphrased from customer conversations
Medicare & Final Expense · Seller · ~99K calls/mo

What happens to the caller when a buyer hangs up mid transfer?

Call recovery, retry routing, Turbo Routing

~$11KRecovered by catching buyer side terminations and re-routing within seconds
~99KCalls per month on platform
<10 secRecovery window, the caller only ever hears ringing

THE PROBLEM

At scale, buyer side terminations and no-connects were a silent leak. A rejected or dropped call was simply a dead call, and slow waterfall routing compounded it.

WHAT CHANGED

Call recovery detects a buyer side termination inside ten seconds and re-routes the live caller, who never knows anything failed. Retry routing was tuned so second chances go to the best available buyers instead of a catch-all. Turbo Routing cut the no-connect rate, which the team credits as a bigger win than any pricing line.

THE RESULT

Roughly eleven thousand dollars in recovered calls, plus meaningfully lower platform overhead at the same volume.

Profile
VERTICAL
Medicare, Final Expense (Insurance)
SCALE
~99K calls/mo
ROLE IN CALL FLOW
Seller (publisher)
FEATURES USED
Call RecoveryRetry RoutingTurbo Routing
TIME ON CALLGRID
Running at full volume
Insurance & Debt Relief · Seller & Buyer

What if you could score a call with your own data before you bid on it?

Value extraction at bid time, Turbo Routing, duplicate bid management

Inc. 5000Multi year honoree, US based in-house call center
LiveDaily active operations team since launch

THE PROBLEM

Their previous setup was losing calls to slow routing, expired bids, and duplicate pings, and the team wanted to hit their own scoring API during the auction and route on the result, without being required to buy anyone else's data.

WHAT CHANGED

Value extraction lets them call their own scoring API mid-bid and act on the response. Turbo Routing and duplicate bid management closed the speed and duplicate leaks. A complex non-standard buyer webhook was rebuilt during onboarding, not quoted as a services project.

THE RESULT

Live and used daily, with the operations team deep in reporting and routing.

Profile
VERTICAL
Insurance, Debt Relief
SCALE
Inc. 5000 honoree, in-house call center
ROLE IN CALL FLOW
Seller & Buyer (hybrid)
FEATURES USED
Value ExtractionTurbo RoutingDuplicate Bid Management
TIME ON CALLGRID
Live since launch, daily use

"The best conversation we've had with a platform vendor."

Operations lead, Inc. 5000 performance agencyParaphrased from customer conversations
Medicare · Buyer

How many calls did you pay for last week where no agent was actually ready?

Bidirectional agent availability ping

41/wkCalls billed on their previous platform in a single week with no agent truly available
0 secBillable when every agent is busy, the call is rejected before pickup
Day 1First campaign and agent destinations live in one session

THE PROBLEM

Agents sit behind a dialer that knows availability, but on their previous setup a system pickup counted as a connect and started billing even when nobody was ready. Dozens of paid calls a week with nothing on the other end.

WHAT CHANGED

The publisher pings CallGrid, CallGrid pings every agent through the dialer's availability API, and if all agents are busy the call is rejected back to the publisher before any IVR pickup or billable second. A split parser read the dialer's non-standard response format with no rebuild.

THE RESULT

The billing leak is closed by design, not by dispute. Exact dollars saved land after the side by side window.

Profile
VERTICAL
Medicare (Insurance)
SCALE
Volume not published
ROLE IN CALL FLOW
Buyer
FEATURES USED
Bidirectional Agent Availability Ping
TIME ON CALLGRID
Live day one
CTV · Buyer

How long does it take you to match a call record to the buyer's report? What if the answer was zero?

Source call ID tagging, per-creative number pools, group routing, open API with live Swagger docs

3 days → 0Reconciliation join-key effort, now inherited automatically on every call
10-30/wkNew CTV creatives, each tracked to its own number and tags
6 secStandardized ping timeout across all buyers

THE PROBLEM

Reconciliation on their previous platform required reverse engineering a buried join key that varied by buyer, roughly three days of work, on top of a messy account structure with duplicate sources and empty number pools.

WHAT CHANGED

CallGrid attaches a source call ID tag to every call sent to a buyer, so the join key is inherited automatically. The account was restructured into a single CTV source with one pool, every number tagged with its creative name, and group routing opened up split testing they did not have before.

THE RESULT

A multi day reconciliation chore is gone, and the migration is proceeding to full cutover.

Profile
VERTICAL
CTV
SCALE
10-30 new creatives/wk
ROLE IN CALL FLOW
Buyer
FEATURES USED
Source Call ID TaggingPer-Creative Number PoolsGroup RoutingOpen API (Swagger)
TIME ON CALLGRID
Migrating to full cutover

"The fact that you even have Swagger docs is already huge."

Operations lead, CTV performance agencyParaphrased from customer conversations
Debt Relief & Home Services · Seller · ~16K calls/mo

When did you last A/B test your routing strategy instead of arguing about it?

Average RPC predictive routing with A/B testing, RPC-E and ACD reporting, native AI Agent (in evaluation)

HigherRPCs since migrating
HigherMargins and conversion across the board
MonthlyRecurring training cadence with the CallGrid team

THE PROBLEM

Wanted better routing performance and one platform that could also qualify calls, which they were running through an external AI tool for debt amount screening.

WHAT CHANGED

Average RPC predictive routing validated with A/B tests instead of opinions, reporting pinned to RPC, RPC-E, and ACD, and the native AI Agent is being evaluated to replace the external qualifier so the whole flow lives on one platform.

THE RESULT

Higher RPCs, margins, and conversion since the migration, with no negative team feedback.

Profile
VERTICAL
Debt Relief, Home Services
SCALE
~16K calls/mo
ROLE IN CALL FLOW
Seller
FEATURES USED
Average RPC Predictive RoutingA/B TestingRPC-E & ACD ReportingAI Agent (in evaluation)
TIME ON CALLGRID
Ongoing, monthly training cadence

"Higher RPCs, higher margins, higher conversion rates across the board, with no negative feedback from the team."

Agency owner, debt relief and home services sellerParaphrased from customer conversations
Insurance (Life) · Hybrid routing-first & bidding-first

What are the calls you can't sell worth? Right now, for most agencies, the answer is voicemail.

Routing-first plus bidding-first in one campaign, templated buyer setup, agent availability ping, DNI, conversion postbacks

3 to 1Systems consolidated: a custom router, a bidding platform account, and direct buyer integrations became one account
1 afternoonFull setup in a single onboarding session
$0Marketing spend behind the monetized inbound

THE PROBLEM

A category named 1-800 number generates roughly ten organic calls a day, most outside the agency's book of business. In-house calls needed to ring their own agents first, off-fit calls were going to voicemail. Two previous attempts at the architecture ended in three disconnected systems.

WHAT CHANGED

One campaign routes life insurance calls to in-house agents via availability ping, then falls through to category-matched paper call buyers built from templates, with circuit breakers per category, DNI ready for future paid traffic, and sold-policy postbacks attributed back to the original call.

THE RESULT

Calls that went to voicemail now produce revenue, three reports became one, and the playbook generalizes to any business holding a category named number.

Profile
VERTICAL
Insurance (Life)
SCALE
~10 organic calls/day on the category number
ROLE IN CALL FLOW
Hybrid, in-house plus buyer network
FEATURES USED
Routing-First + Bidding-FirstTemplated Buyer SetupAgent Availability PingDNIConversion Postbacks
TIME ON CALLGRID
Live after one afternoon

"It didn't fit my routing-first use case anywhere else, so I built my own. Three systems later, this finally does both."

Agency owner, insuranceParaphrased from customer conversations

See what your numbers look like on CallGrid.

Month to month. No contracts. Bring one campaign and run it side by side.

Customer reported, verification against platform data in progress.