Real numbers from real UK brokerages. No edited case studies — just the actual results our clients see in their first 90 days.
Ecosave Gas and Power came to us with the same problem most UK UK brokerages face — closers spending half their day on cold outbound, compliance reviewed by spot-check only, and CRM updates falling behind. Within the first 30 days of implementing the full OpenScaling stack, their operation looked completely different. The AI voice agents took over all cold outbound, their compliance team stopped manually reviewing calls, and their closers started their day with a pipeline of warm booked leads waiting for them.
The results compounded month on month. They liked what they saw so much they invited the OpenScaling team into their office.
"Helping improve operational efficiency, reduce workload, and deliver a smoother sales process has been a game-changer. Compliance oversight has gone from a constant concern to something that just happens automatically in the background."
— Ecosave Gas and Power, UK UK BrokerageJay walks through exactly what his operation looked like before and after implementing the OpenScaling system. Smoother sales process, faster follow-up, less admin overhead, and a team focused on the right things.
After the results came through, Ecosave invited the OpenScaling team into their office. This is what it looks like when an UK brokerage fully implements AI infrastructure — and why it works.
Molly — brokerage client. Revenue tracked automatically through the AI automation pipeline.
Stripe dashboard — revenue growth tracked from day of implementation through first month of AI lead generation running.
Energy, telecoms, commercial insurance, merchant services and asset finance brokerages across the UK
AI voice agents replace the cold outbound team entirely. They qualify prospects on contract end date, usage and supplier, handle objections naturally, and book warm appointments directly into the closer's calendar.
Every recorded call from a closed deal is automatically transcribed, reviewed against your compliance checklist and scored against FCA and Ofgem guidelines. Pass or fail result delivered within 10 minutes of the call ending.
CRM updates, LOA chasing, supplier submissions, renewal reminders — all automated. No manual data entry. No missed follow-ups. No admin falling through the cracks because someone was busy on a call.
Jay shares his screen, shows you the AI in action, and you test it yourself live on the call. He maps your current operation and identifies which pillar delivers the most immediate value.
We connect to your existing dialler, CRM and lead data. No disruption to your operation. Your team keeps working exactly as they do now while we build alongside.
The AI voice agents start making outbound calls. Compliance QA starts reviewing deals. Automation starts handling admin. Your team sees the difference immediately.
We monitor call quality, booking rates and compliance scores. Adjust scripts, qualification criteria and workflows based on your specific market and prospect data.
System running at full capacity. Your outbound headcount reviewed. Closers fully focused on warm leads. Compliance covered automatically. Admin running in the background.
Cold outbound qualification on contract end date, usage, current supplier. Ofgem compliance scoring on every closed deal.
Primary focusContract renewal qualification, line speed and current provider. AI handles the volume, closers handle the negotiation.
ActiveRenewal window outreach, risk qualification. FCA compliance QA on every policy recommendation call.
ActiveOutbound qualification on asset type, funding requirement, current lender. Pipeline automation from enquiry to submission.
ActiveCurrent processor, volume and contract end date qualification. Every prospect warmed and booked before the closer speaks to them.
ActiveBusiness water procurement qualification and renewal outreach. The same AI stack applied to the water market for UK brokers.
ActiveBook 15 minutes with Jay. He'll show you the AI making a live call, walk through your specific operation and tell you exactly what the numbers look like for your brokerage.