Rel-AI-able Technologies

BACKGROUND

Please describe your company and position.

I am the Owner & Agent of Gerardo Morales Insurance Services

Describe what your company does in a single sentence.

Gerardo Morales Insurance Services specializes in providing tailored insurance solutions to protect what matters most to families and small businesses.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Rel-AI-able Technologies to accomplish?

• Develop an AI-powered cold calling agent designed to efficiently reach prospects, personalize interactions, and streamline the lead generation process for my business.

SOLUTION

How did you find Rel-AI-able Technologies?

Online Search

Why did you select Rel-AI-able Technologies over others?

• High ratings
• Pricing fit our budget
• Good value for cost

Describe the scope of work in detail. Please include a summary of key deliverables.

The project was to build an AI-powered cold calling system for my business. The key tasks included:
1.    Setting up an AI agent to make outbound calls and leave personalized voicemails directly in people’s voicemail boxes.
2.    Adding a feature to customize the voicemails and follow-up messages with the person’s name or other details.
3.    Creating a way for me to upload my lead lists, schedule calls at specific times, and limit how many calls are made per day.
The goal was to make my cold calling process easier, faster, and more effective.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project helped me connect with more prospects live and generate interest in my services. The AI agent was able to have natural conversations, answer basic questions, and gather lead information. This saved me a lot of time and allowed me to focus on following up with qualified leads.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Their project management was solid. They kept me updated throughout the process, met deadlines, and delivered everything as promised. Anytime I had questions or needed adjustments, they were quick to respond and made sure my needs were taken care of. They were reliable and easy to work with.

What was your primary form of communication with Rel-AI-able Technologies?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What impressed me most about the company was their ability to create an AI agent that felt natural and conversational. They really understood my needs and delivered a system that fit my business perfectly. Their responsiveness and willingness to make adjustments along the way also stood out—they genuinely cared about getting it right.

Are there any areas for improvement or something Rel-AI-able Technologies could have done differently?

Not that I could think of; great service!