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Insurance & Financial Services

Lead Qualification + Quote Router

Built on Lead Qualification Bot

Asks what needs covering, who the current insurer is, and when the policy renews, then routes the enquiry to the agent licensed for that class instead of the whole team.

What's included

  • Asks cover type, current insurer, and renewal date
  • Checks the risk is in a state you are licensed for
  • Never quotes a premium or confirms cover
  • Routes the enquiry to the right licensed agent
Typically live in Live in 4 days, 7 days of post-launch tuning
$450 setup

+ $75/mo

14-day free trial on the monthly fee · cancel anytime

Built, hosted & maintained for you
No new software to learn

Questions? Book a free audit and we'll tailor it to you.