Insurance

Every enrollment lead captured, followed up and closed.

For insurance agency owners: lead sourcing, follow-up and lead management that hold up when the season hits. Every lead carries consent and an audit trail.

Book a Strategy Call See the Enrollment and Lead Engine
Drawing: lead to policy Lead volume surges during open enrollment and goes quiet in other months. Each lead moves from a documented source through captured consent and first contact by email and dialer to a quote by a licensed agent and a policy bound by a person. An audit trail records DNC scrubs, opt-outs and sources. Renewal reminders carry into the next season. Summit Logic Lead to policy Dwg SL-0022 Sheet 1 of 1 Rev A Illustrative 1 The surge Open enrollment Quiet months Quiet months 2 Lead to policy Lead source Documented Consent Captured, time-stamped First contact Email and dialer Quote By a licensed agent Policy Bound by a person 3 Audit trail DNC scrub on every list Opt-outs honored everywhere Every source on file 4 Next season Retain and cross-sell Renewal reminders, then the next surge
the problem

What we hear from agency owners

The surge is predictable. Most agencies still meet it with spreadsheets and whoever can pick up a phone.

Seasonal lead surges

Volume spikes during enrollment and your team cannot get to everyone while the lead is warm.

Slow follow-up

A lead called the next day has often already bought from the agency that called first.

No lead management

Purchased lists, web leads and referrals live in different places. Nobody can say what happened to which lead.

what we build

The Enrollment and Lead Engine

Lead sourcing, sequences, a dialer and lead management in one system, with the compliance work built in. We packaged it from an open-enrollment build for a current client.

  1. Lead sourcing

    Sources chosen with you and documented, with lead costs billed separately and shown clearly.

    • Every source on file
    • Results tracked by source

  2. Email sequences and auto-dialer

    First contact within minutes, then a set follow-up pattern across email and phone.

    • Built to run through the surge
    • Agents see who to call next

  3. Lead management

    One pipeline from new lead to policy, with an owner on every record.

    • Nothing falls between lists
    • Renewal reminders for next season

  4. Consent and audit trail

    TCPA consent captured and time-stamped, DNC scrubbing and opt-outs honored everywhere.

    • A record you can produce on request
    • A2P 10DLC registration handled in setup
example workflow

Example workflow: lead to policy

This is how a lead moves through the engine. Licensed people give the advice and bind the policy.

  1. 01

    Lead

    A lead arrives from a documented source, with consent captured and time-stamped.

  2. 02

    First contact

    An email goes out and the dialer queues the call within minutes.

  3. 03

    Follow-up

    A set sequence runs until the lead books, opts out or goes quiet.

  4. 04

    Quote

    A licensed agent reviews the need and gives the quote.

  5. 05

    Policy

    The agent binds the policy, and the record shows every step that led to it.

  6. 06

    Retain

    Renewal reminders and cross-sell prompts go on the calendar for next season.

how it starts

Start with a GTM Strategy Sprint

Positioning, ideal client, offers and a channel plan, plus a funnel leak map and baseline numbers. It ends with a starting point we both agree on.

  • 25 years building and running enterprise technology
  • A commercial lending brokerage of our own
  • AI systems built in-house
  • Veteran-owned, in Loveland, Colorado

How each step works

questions

What people ask us

What is the best way for an insurance agency to manage enrollment leads?

Put every lead in one pipeline, respond within minutes and keep a consent record for each one. The Enrollment and Lead Engine is built to hold up when volume spikes.

Is auto-dialing insurance leads compliant with TCPA?

It can be, with prior express written consent, DNC scrubbing and honored opt-outs. We build those controls in and document them. Your counsel should confirm the rules that apply to your agency.

Does the system give insurance advice?

No. There is no automated insurance advice in anything we build. Licensed agents give the advice and bind the policy.

When should we start before open enrollment?

Start as early as you can, because A2P 10DLC registration and lead sourcing both take lead time. A strategy call will tell you what fits before your season.

Do you sell the leads?

We help you choose and document lead sources. Lead costs are billed separately and shown clearly, so you can see what each source produces.

Get ready for the next surge

Forty-five minutes. Tell us about last season and we will show you where the leads went.

Book a Strategy Call