.png)
Lead Management using Automate Insurance
Capture, Enrich, Engage, and Close More Leads
Schedule a demo.png)
%20(1).png)
.png)
Lead Management using Automate Insurance
Capture, Enrich, Engage, and Close More Leads
Schedule a demo
.png)
With Automate Insurance, your leads don’t just enter a system—they enter a guided journey that pairs the right producer, the right message, and the right timing every step of the way. We turn scattered prospects into a predictable stream of bound policies and give your brokerage the momentum it deserves.
.png)
We Make Lead Management Effortless
Lead flow simplified: automate the routine process using our smart tools - right out of the box.
Smart Lead Capture & Enrichment
Unified view of all key information
Give more context to your leads by auto fetching key lead information and property photos
Auto validate emails before sending for better responses
Intelligent Lead Assignment & Scoring
Skip lead assignment to producers on vacation for faster response and closing
Score and prioritize leads based on activities like calls, emails, location, source, etc
Communication sentiment analysis and notifications
Lead Pipeline Flow
Automated lead follow ups and activities for scheduling calls
Unified view for multi-channel communication by multiple team members in brokerage
Track responses and actionables using task based notifications
Marketing Campaigns
.png)
Run multi-channel campaigns using emails, messages, whatsapp and phone calls – all together
Auto build marketing lists for cross sells or product based marketing using your existing CRM lead and contact database
Two‑way sync of campaign touchpoints along with activities, leads and contacts with CRM
Behavior‑based lead scoring and Segmentation rules
Key Reports
Lead Closing Ratio by Lead Sources
Cross selling success rate
30+ other lead performance reports
Watch your leads turn into policies
Key Benefits
.png)
Comes pre packed with 30+ email and text templates for ready use
Respond 70 % faster with an instant alert to let producers reach out while interest is hottest
Never lose a prospect – auto‑generated tasks ensure every lead has a next step
Save 4+ admin hours a week per producer by eliminating manual re‑entry and hand‑offs
Boost close rates by 25 % thanks to data‑driven prioritization of high‑intent leads
See pipeline health at a glance with real‑time dashboards—no spreadsheets required
With Automate Insurance, your leads don’t just enter a system—they enter a guided journey that pairs the right producer, the right message, and the right timing every step of the way. We turn scattered prospects into a predictable stream of bound policies and give your brokerage the momentum it deserves.