Sales automation
Turn pipeline into policies.
Every quote, renewal and broker conversation kept moving — quietly, in the background. Your sales team spend their time on the conversations that bind business, not on the chase work between them.
Capabilities
Everything in the module.
Six focused capabilities that work together — and slot into the systems you already run.
Lead routing
Direct, broker and aggregator leads routed by line, geography and team capacity.
Quote follow-ups
Branded follow-up sequences that pause, branch and stop on real signals.
Renewals on autopilot
Risk re-priced, broker briefed and renewal pack issued without chasing.
Broker workflows
Broker portal, commissions, MI and document exchange in one place.
Segmentation
Treat affinity, SME and high-net-worth segments with their own playbooks.
Pipeline analytics
Conversion, bind rate and cohort retention by channel, broker and product.
How it works
A clear sequence, end to end.
A deliberate flow — not a black box. Every step is observable and tunable.
- 01
Capture
Leads flow in from every channel into a single, deduplicated pipeline.
- 02
Route
Assigned to the right team or broker with appetite and capacity in mind.
- 03
Nurture
Quote follow-ups, mid-term changes and renewals progressed automatically.
- 04
Bind & measure
Bound business is reconciled, attributed and reported in real time.
Next step