Every lead from every source in one inbox. AI scoring tells you which leads to call first. Smart assignment routes to the right agent. Pipeline analytics show exactly where leads stall — and what to fix.
Most brokerages capture far more leads than they convert. Leads sit in spreadsheets, WhatsApp screenshots, and email forwards. Agents call the wrong leads at the wrong time. Senior brokers' best contacts get the same generic SMS template as a cold website lead. Conversion drops by 50% within the first hour of inquiry — yet most teams take 6 to 24 hours to make first contact.
InsureFlow's Lead Management module fixes this with three interventions: all sources in one inbox, AI tells you who to call first, and auto-assignment to the right agent within seconds.
Every digital and offline lead source connects to one unified inbox. No more agents missing leads because nobody checked the Facebook page that day.
Not all leads are equal. A high-intent buyer who filled out a detailed form from Google search is worth 10× a casual Facebook click. The AI scores every lead based on dozens of signals.
Match each lead to the agent most likely to close it. Configurable rules — by geography, expertise, performance, or product specialisation.
Know exactly where leads stall. Fix the bottleneck. Compound conversion across the entire team.