Insurance Lead Qualifier Agent
Automates lead research and qualification to identify high-value insurance prospects
What you need to use this
- ✓ CRM
- ✓ Web Access
- ✓ State Insurance Databases
- ✓ Business Databases
What this agent does
- Researches business insurance needs and coverage gaps
- Scores leads by premium potential and close probability
- Identifies current carriers and approximate renewal dates
- Flags high-value commercial and high-net-worth opportunities
- Enriches lead data with company size, industry, revenue
- Prioritizes leads for producer follow-up
Examples of work it does
→ Qualified 200 leads and identified 15 opportunities over $25K premium
→ Found commercial prospect with $75K premium potential in 8 minutes
→ Identified renewal date 45 days out for $40K account
→ Flagged 10 uninsured businesses requiring immediate contact
→ Increased producer close rate by 40% with better qualified leads
How to get started
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Connect
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Done
Pay when work is done.
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