1,000 AI outbound calls per day. Every closed deal reviewed for compliance. All admin automated. Your closers only speak to warm leads.
Closers on cold outbound. Compliance gaps. Admin eating your account managers. Renewal windows missed. This is the industry running on a model built for 2015 — and margins are being squeezed every year it continues.
Your best salespeople dialling cold lists, hitting voicemail, navigating gatekeepers. Every minute prospecting is a minute not converting.
Contract end dates move fast. Supplier pricing changes every Friday. Manual outreach loses renewals to whoever called first.
Ombudsman requirements tighten yearly. Spot-check QA misses verbal confirmation failures, supplier misrepresentation and off-script selling.
CRM logging, LOA chasing, supplier submissions, contract sending — buried in tasks a machine should handle. Retention suffers.
Every consultant pitches and handles objections differently. Inconsistency is both a compliance problem and a conversion problem.
Margins squeezed year on year. Compliance requirements tightening across every sector. Slow operators will not survive the next five years.
Separate prospecting from closing. AI handles cold-to-warm. Humans handle relationships and revenue.
"The goal is not replacing your team. It's removing low-leverage work from high-value people."
Our AI voice agent calls your prospect list every working day, 9am–5pm Monday to Friday. It qualifies contract end dates, handles objections naturally, and books warm appointments directly into your closer's calendar — automatically.
CRM, dialler or spreadsheet — your list
Contract end date, supplier, renewal terms, decision-maker
Mid-contract, wrong time, gatekeepers
Warm lead delivered to your closer's diary
Every time a sale is closed, our AI listens to the recording, transcribes it, and scores it against your specific compliance checklist — Ombudsman requirements, verbal confirmations, pricing references and supplier disclosures. Pass or fail delivered in minutes.
Your closer completes the deal
Full call transcript generated instantly
Checked against your checklist and Ombudsman rules
Pass/fail + corrections sent to agent immediately
We map every repetitive task your team does manually and automate it with custom workflows connected to your existing tools. Your account managers stop logging, chasing and formatting — and start retaining, renewing and growing.
We map every manual task your team does
Custom workflows connecting your tools
Account managers on retention and growth
More volume without proportional headcount
Cold-to-warm transition. Objection handling. Appointment booking. CRM updates. All automated. By the time your closer picks up the phone, the groundwork is done.
A UK brokerage that implemented all three pillars of the OpenScaling system. One of 20+ brokerages across energy, telecoms and commercial insurance we work with. Operational changes took effect from the first month.
Helping improve operational efficiency, reduce workload, and deliver a smoother sales process has been a game-changer for our operation. Our closers are speaking to the right people at the right time, and compliance oversight has gone from a constant concern to something that just happens automatically in the background.
Minimum 3-month contract. Mix and match any pillars. Enterprise available for larger operations.
The brokerages moving now will hold a structural advantage that late adopters cannot recover from.
Brokerages that implement AI infrastructure now will operate at a cost and efficiency level that manually-run competitors cannot match. The window to gain first-mover advantage in your market is open right now — and it is closing.
Not a copy-paste system. Every detail built around your dialler, CRM, script and compliance requirements.
We map exactly how your operation works today — every tool, process and manual task. No assumptions made.
Your AI agent trained on your script, brand voice, product qualification criteria and compliance requirements.
Connect directly into your existing infrastructure. No platform migration. No disruption to how your team works.
Live from day one. Performance monitored continuously. Objections built into the model as they appear.
Brokerages adopting AI infrastructure today will dominate the next five years.
No pitch. Just a conversation about your brokerage and whether this is the right fit.