Prospect Follow-Up Sequence Agent

Executes personalized follow-up campaigns for quotes and prospects

What you need to use this

→ Converted quote to policy after 3 touchpoints

→ Booked commercial insurance review meeting

→ Recaptured lapsed prospect at renewal

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Pay when work is done.

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Automates lead research and qualification to identify high-value insurance prospects

Per lead qualified

Automates multi-carrier quoting and creates professional comparison proposals

Per multi-carrier quote comparison generated

Identifies coverage gaps and cross-sell opportunities for existing clients