# How Sungage Financial uses Level AI

**3x** call volume handled with same team count

As published on [thelevel.ai](https://thelevel.ai/case-studies/sungage-financial). Captured by usedby on 2026-10-08.

- Company: [Sungage Financial](https://www.usedby.ai/companies/sungage-financial.md)
- Tool: [Level AI](https://www.usedby.ai/tools/level-ai.md)
- Industry: [Fintech & Payments](https://www.usedby.ai/companies/industry/fintech-payments.md)
- Teams: Customer Success, QA

## The use case: how Sungage Financial deploys Level AI

Sungage Financial, a solar loan provider, uses Level AI to automatically score every customer interaction for quality, analyze sentiment, and track customer satisfaction. A small QA team reviews only flagged calls and uses the platform for calibration sessions, training libraries, and reporting.

Summary written by usedby from the source page, in English. The figures are those of Level AI and Sungage Financial, not ours.

> Auto QA allows them to focus their efforts on calls below certain thresholds and on specific triggers, rather than random manual selections. This has eliminated the need to add headcount to the QA staff, even with substantial growth in call volume.

- **100%**: “Sungage Financial used Level AI to handle a 3x increase in solar-related call volume and achieve 100% automated QA coverage, all while maintaining a 4 CSAT score.”

> Level AI didn’t just help us work faster—they helped us deliver the kind of experience that generates referrals for our installer partners.
>
> Chris Hervieux, Director of Customer Success

Source: [thelevel.ai](https://thelevel.ai/case-studies/sungage-financial), captured 2026-10-08.

## Level AI users in Fintech & Payments

- [Uown Leasing](https://www.usedby.ai/companies/uown-leasing.md) — Confirmed
- [Chime](https://www.usedby.ai/companies/chime.md) — Observed
- [Wealthsimple](https://www.usedby.ai/companies/wealthsimple.md) — Observed

## What usedby checked

We compared the story with its live page on 2026-10-08.

- Checked: the figure 3x is on the page; its label is our wording.
- Checked: the passage quoted above is copied word for word from the page, near the name of Sungage Financial.
- Checked: Sungage Financial uses Level AI. Confirmed line. Latest check across sources: 2026-10-21.
- Not checked: the result itself. We quote it; we did not measure it.

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Source: https://www.usedby.ai/case-studies/sungage-financial-level-ai · How we check: https://www.usedby.ai/methodology