Internal use only
Distribute leads, verify consistent follow-up, and see which marketing and which agents produce issued-and-paid policies.
Which leads need action now?
A prioritised queue with deadlines and next actions.
Are agents working leads?
Effort and results reported separately, human activity only.
Which marketing pays back?
Cost per inquiry through to cost per paid policy.
Phase 1: lead and activity visibility with demonstration data and a secure integration framework. No source platform or dialer is described as connected until its integration has been tested successfully.