Case Studies
Discover how CallShaper has transformed call center operations for businesses of all sizes by reading our client testimonials.
Telepoint Group
- Industry
- Market Research & Legal Services
- Use Cases
- Inbound & Outbound Call Center Operations
- Years With CallShaper
- Since 2020
Telepoint Group operates in two fast-moving and compliance-heavy verticals:
Market Research & Surveys (primarily outbound).
This business model requires the ability to scale quickly, moving from 3 to 100+ agents in days.
Legal Services Support (mostly inbound, with strict SLAs and regulatory boundaries).
Ccelli needed a platform that allowed him to stay nimble, compliant, and self-sufficient.
Dominion Outsourcing
- Industry
- Healthcare Support Services, Insurance Sales, State-Based Programs
- Use Cases
- Inbound & Outbound Agent Campaigns, State-Specific Routing, Licensed Agent Support
Dominion Outsourcing supports healthcare and government insurance programs across the U.S., including time-sensitive outreach for Medicare and ACA program enrollment.
Most dialers they evaluated required third-party CRM add-ons, complicated routing logic, or developer-heavy setup.
With teams of licensed agents working across multiple states, they needed a dialer platform that could:
- Route leads by state license
- Track compliance metrics
- Simplify call notes and callback handling
- Scale easily without complex integrations
Brett/Robinson Vacation Rentals
- Industry
- Vacation Rentals
- Use Cases
- Inbound & Outbound for Diabetic Supplies, SSDI Intake, Pharmacy Support
Brett/Robinson Vacation Rentals is a well-established property management company handling a large volume of inbound customer service and booking calls for its vacation rental business. Tom Behm oversees the call center operations and works closely with various CRM systems to ensure a seamless guest experience.
Business Challenge Tom’s team needed an inbound call center platform that could:
- Route leads by state license
- Track compliance metrics
- Simplify call notes and callback handling
- Scale easily without complex integrations
After leaving CallShaper, Tyler pieced together a system using Twilio for voice, SendGrid for email, and a rotating mix of JustCall.io and Aircall.io for dialing. While affordable on paper (~$35 per seat), the setup came with significant tradeoffs:
How an Independent Insurance Agency Streamlined Compliance & Doubled Campaign Agility with CallShaper
- Client
- Tyler, Insurance Agency Owner
- Client
- Insurance, Medicare
- Use Cases
- Medicare Enrollment
Tyler operates a performance-based insurance call center that serves highly regulated campaigns — especially for Medicare recipients. His operation demands fast test-and-launch capability, strict compliance, and clean call reporting.
- Manual lead loading and call logging
- No seamless CRM integration
- Inconsistent call recording access
- Developer dependence for anything custom
Tyler operates a performance-based insurance call center that serves highly regulated campaigns — especially for Medicare recipients. His operation demands fast test-and-launch capability, strict compliance, and clean call reporting.
“It got the job done, but it wasn’t efficient. When you need to pivot fast, that kind of tech stack slows you down.”
Jordan, Healthcare Call Center
- Client
- Healthcare BPO, Diabetic Supply, SSDI, Pharmacy Services
- Use Cases
- Inbound & Outbound for Diabetic Supplies, SSDI Intake, Pharmacy Support
- Key Features Used
- IVR Scripting, Real-Time API Validation, Compliance Automation, Call & Lead Tracking
Jordan operates a high-volume healthcare call center focused on sensitive and compliance-heavy verticals. His team handles both inbound and outbound outreach for campaigns involving SSDI qualification, pharmacy enrollment, and chronic care support.
Tasks like call routing, data validation, and campaign launches required developer input or repetitive manual steps.
Before CallShaper, Jordan struggled with fragmented systems that required multiple platforms, manual workflows, and time-consuming configurations.
“There were a lot of moving parts—and a lot of room for error when you're relying on exports, uploads, and third-party workarounds.”