A live walkthrough of the AI pilot running on Copper CRM for Experior Financial Group's insurance agents.
Jesus Spear · Consultant · July 2026
Act I · The Weight
An agent's Tuesday. Before.
Act I · The Weight
20 leads. On sticky notes.
Names on paper, numbers in a phone, promises in their head. Every follow-up lives in one place: memory.
Act I · The Weight
A legal minefield they're supposed to memorize.
Call between 8 and 9 — in the lead's timezone, not yours
Florida stops at 8
$500–$1,500 per wrong callTCPA statutory damages, per violation
"Leads die because humans forget — not because they're bad leads."
Act II · One Note
The agent's whole job: one honest sentence after each call.
Act II · One Note
LIVE — in Copper
Copper · Opportunity — Sofía
SofíaLead · New
Stage: No contact
Agent types · just now
Hablé con Sofía. Muy interesada en el IUL para sus hijos. Agendamos cita el martes a las 2pm.
Act III · The Machine
While Penny works, let me show you the rest.
Act III · The Machine
start.thepipelinevault.com
Lead-Gen Pilot · Agent onboarding
Your Pilot Acknowledgment Agreement.
Ten steps, about five minutes. English and Spanish. No agent receives a single lead until they've read the rules and confirmed.
01 Log the call02 First 10 min03 Your leads04 Calling window05 Penny…10 Confirm
Onboarding is a gate, not a PDF. Confirm, or the system routes you nothing.
Act III · The Machine
Slack · Direct message · 11:04 PM
C
Carlos 11:04 PM
¿Puedo llamar a un lead de Florida mañana a las 8:30 de la noche?
P
Penny APP · 11:04 PM
No — en Florida las llamadas se detienen a las 8:00 PM, hora del lead. Llámalo entre 8:00 AM y 8:00 PM hora de Florida. Si quieres, te digo la mejor ventana para este lead.
A compliance answer in the agent's language, at 11pm, in seconds.
Act III · The Machine
We hear every buzz of the agent's phone.
💬
Slack · PennyWelcome to the pilot, Carlos — your onboarding link is ready.
💬
Slack · PennyYou're confirmed ✅ You're live in the rotation.
We red-teamed our own build: 19 agents hunting silent failures. Found 4 ways it could fail quietly. Fixed all 4. Then built the instrumentation that makes silence impossible — every morning the system reports whether it actually worked, not whether it ran.
Act III · The Machine
The rails are fail-closed.
Every outward action blocked by default — no consent + approval, no action
Opt-outs are permanent
Audit trail on everything
Act III · The Machine
This is live. Not a slide.
20agents recruited, from 60+ applicants
106+automated tests on the build
Jul 12taking real leads since
Act IV · The Reveal
LIVE — back to Copper
Copper · Opportunity — Sofía
SofíaLead · Florida
No contact→Contact made
🤖 Penny — Call Summary
Habló con Sofía. Muy interesada en el IUL para sus hijos. Cita agendada para el martes a las 2:00 PM. Próximo paso: preparar la ilustración antes de la cita.
📅 Penny: Appointment — Tue 2:00 PM — Sofia
Task · created automatically, on the right day, at the right hour
Stage moved automatically: no_contact → contact_made
That's the weight. Lifted.
Act V · Where this heads
Next 2 weeks
Texting — the moment carrier registration clears
Google Calendar sync
DNC scrub wired in
Act V · Where this heads
This quarter
The follow-up cadence, automated
The Slack assistant's question-gap report feeding real trainingevery question agents ask that the assistant can't answer — that gap list goes to Vikki
Autonomous ad operations — already being built
Act V · The horizon
18,000 agents. Every Copper seat could feel like this.
Extend the pilot. Let's scope native together.
Thank you.
Jesus Spear · Consultant
Live now: start.thepipelinevault.com
Funnel: thepipelinevault.com
