HQ
Washington, D.C.
Agents
210
Industry
InsurTech
Win Story
Pie Insurance
Cut agent ramp time by 35% and freed the compliance team from manual QA — the only vendor with pre-built insurance scorecard templates.
Pie Insurance is a small business workers' compensation insurance provider using AI to simplify the buying and claims experience for American businesses.
Use Case
Pie Insurance's 210-agent team handles sensitive workers' compensation inquiries where regulatory compliance is non-negotiable. New agents were taking months to ramp due to product complexity, and the compliance team spent most of their time on manual call reviews.
Why Level AI
Level AI arrived with pre-built insurance compliance scorecard templates that Pie's QA team could deploy immediately. The Agent Copilot surfaced relevant policy information and compliance prompts in real time, shortening the learning curve for new agents. New-hire ramp tracking dashboards gave managers objective visibility into which agents needed intervention.
Challenges
- 1New agent ramp time averaging 3+ months
- 2Compliance team buried in manual call reviews
- 3No scalable way to track new-hire performance objectively
- 4Complex insurance products required deep knowledge on every call
Solutions
- Pre-built insurance compliance scorecard templates
- Agent Copilot with real-time policy and compliance prompts
- New-hire ramp tracking dashboards
- Automated QA freeing compliance team for strategic work
Why We Won
- Only vendor with ready-made insurance scorecard templates
- Agent ramp time cut by 35% within first quarter
- Compliance team completely freed from manual QA
- Copilot adopted by new agents within first week
Five9 Field Perspective
“Our compliance team was drowning. Level AI gave them back their time and gave our agents the confidence to handle anything.”
Customer Voice
“New agents are now handling complex workers' comp queries in their third week. That used to take three months. Level AI completely changed our ramp trajectory.”