Explore how AI-powered automation transforms insurance sales. Click through each section to see the features in action.
Your command center for insurance sales. See everything at a glance.
Total Leads
127
+12% this month
Hot Leads
23
Score 80+
Conversion Rate
34%
Above industry avg
Est. Revenue
$42.3K
In pipeline
| Name | Type | Score | Status | Value |
|---|---|---|---|---|
|
ER
Emily Rodriguez emily.r@homemail.com |
Home |
|
Urgent | $1,450 |
|
SM
Sarah Martinez sarah.martinez@example.com |
Auto |
|
Hot | $1,680 |
|
JL
Jennifer Lee jlee@startup.io |
Business |
|
Urgent | $3,200 |
|
JC
James Chen jchen@techstartup.io |
Business |
|
Hot | $3,200 |
AI scoring shows you exactly who to call first. Never miss a high-value opportunity again.
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David Park
Auto Insurance
Teen driver needs coverage
Mark Johnson
Home Insurance
Rental property coverage
Robert Williams
Auto Insurance
Just browsing, renews in 3 months
Sarah Martinez
Auto Insurance
Premium went up 40%, needs better rates
Emily Rodriguez
Home Insurance
First home, closing in 2 weeks
Michael Thompson
Life Insurance
New parent, needs life coverage
Lisa Anderson
Health Insurance
Self-employed, current plan too expensive
James Chen
Business Insurance
Tech startup, 8 employees
Amanda Foster
Life Insurance
Term life, 35, healthy non-smoker
Jennifer Lee
Business Insurance
E-commerce, product liability
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Sarah Martinez
Auto Insurance Inquiry
Looking for auto insurance. Current policy expires next month and premium went up 40%. Need better rates.
🤖 AI Analysis:
• Urgency Score: 30/35 - Policy expires soon
• Intent Score: 25/25 - Clear buying signal
• Engagement: 25/25 - Price-conscious
• Total Score: 92/100 - HOT LEAD
AI-Generated Response:
Hi Sarah, thank you for reaching out! I understand your frustration with premium increases - that's exactly what we help with. I'd love to review your current coverage and show you how we could potentially save you 20-30% while maintaining or improving your protection. When would be a good time for a 15-minute call this week?
James Chen
Business Insurance Inquiry
Need business insurance for new tech startup. 8 employees, looking for comprehensive coverage.
🤖 AI Analysis:
• Urgency Score: 28/35 - New business needs
• Intent Score: 25/25 - Clear requirement
• Engagement: 22/25 - Specific details
• Total Score: 88/100 - HOT LEAD
AI-Generated Response:
Hi James, congratulations on your startup! Business insurance for tech companies is my specialty. With 8 employees, you'll want comprehensive coverage including professional liability, cyber insurance, and workers' comp. I'd love to put together a custom quote. Are you free for a quick call tomorrow?
AI responds in seconds, scores every lead, and schedules follow-ups automatically. You focus on closing.
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