Understanding Your Leads
Every call starts as a policy review, not a pitch. Each lead comes with a property briefing and an AI-written opener, so you show up with real reasons to talk.
Show up prepared
A full property briefing on every lead, so you can spot gaps in coverage fast.
Start with something specific
A short brief on why this home matters for insurance, and an opener written for it.
Help them check their coverage
New owners often choose a policy quickly to get to closing. You help them see if it actually fits.
Contact and closing date
Every lead comes with a screened phone, and many come with an email. Each lead shows when it closed.
Know the house before you dial.
The full briefing for each lead is on your dashboard.