Follow-up that never forgets
Build a workflow once and every lead, customer and renewal gets the same follow-up, on time, without anyone keeping a list.
Start from what happens in your agency
A workflow starts when something happens: a new lead arrives, a contact is created, a customer texts or emails, a tag is added, or an appointment is coming up.
Steps for every kind of follow-up
Lay out the steps on a visual builder and the workflow runs them in order for each contact.
- Send a text or an email
- Wait a set time, or until a date
- Branch with if/else conditions
- Add or remove tags, assign the contact, create a task or a note
- Hand the conversation to an AI text, email or calling agent
AI where a person isn't free
Workflow steps can place an AI outbound call or start an AI text or email conversation, so a new lead hears from you in minutes, even on a busy day.
Renewals and cancellations flagged
Policy data from your carriers flags renewals, premium changes, payment problems and cancellations on the contact, so service work shows up before the customer calls.
Sales that record themselves
When the carrier reports a new policy, the sale is recorded from the carrier's own data, and your reports update without anyone entering it.
FAQ
Questions agencies ask
- What can start a workflow?
- A new lead, a new contact, an incoming text or email, a tag being added, or an upcoming appointment.
- Can a workflow use AI?
- Yes. Steps can place an AI outbound call or start an AI text or email agent, alongside regular texts, emails, waits and tasks.
- Does it handle renewals?
- Renewals, premium changes, payment problems and cancellations are flagged from your carriers' data on each contact.
See it on a sample agency
Open the live demo to explore a sample agency with no sign-up, or book a walkthrough with us.