Insurance · STN 01 — Capture
Every enquiry
in one place.
No contact before renewal means the client compares online, and online always looks cheaper than a broker who did not call. One intake for calls, forms, chat, email and socials. Nothing lives in a notebook. Without it, enquiries scatter across inboxes and phones, and the ones nobody owns quietly die — and for insurance brokers and authorised representatives, that adds up to $21,600 a year.
free leak audit · 10 minutes · no login
What it is costing now
$21,600
a year for insurance brokers and authorised representatives. Struck through because it is recoverable.
Based on 5 unanswered enquiries a month at $900 average policy value, of which 40% would have converted. Your leak audit uses your numbers, not these.
What changes
One intake for calls, forms, chat, email and socials. Nothing lives in a notebook.
Every channel you get enquiries on lands in a single inbox with a single thread per customer. The van notebook, the shared email, the messages sitting in someone's personal phone — all of it in one place, so nothing is lost between people. On the line this sits at station 1, capture — the point where enquiries either turn into policies or quietly stop. Personal lines enquiries are shopped the same day. A next-day quote is a wasted quote.
The board — Insurance — capture station
RUNNING- MonRenewals due in 30 days — 96 clientsCampaign31 replies
- Tue 11:20Missed call — business pack quoteMissed callCallback 11:24
- WedQuote #212 — landlord coverDay-2 chaseBound
- 06:00Shift summary → principal's phoneReport31 renewals in play
How it runs
What one lead inbox changes for insurance
01
Everything lands
Phone, web form, web chat, email, Facebook, Instagram and Google — one intake.
02
One thread per person
A customer who calls, then texts, then emails is one conversation, not three.
03
Nothing unassigned
Every enquiry has an owner and a state. Nothing sits in a place where it is nobody's job.
04
It is searchable
Find what you told someone eight months ago in a couple of seconds.
Straight answers
One lead inbox for insurance broking — questions people ask
- We already have an inbox. Why another one?
- You have five, and that is the problem. The point is not another place to look — it is one place instead of five, with every channel already in it.
- Does this replace our renewal process?
- It runs it. Renewal dates drive the contact automatically so no policy reaches expiry without the client hearing from you.
- Is automated contact compliant?
- It handles contact, scheduling and reminders. Anything constituting advice or a recommendation stays with the adviser, and every contact is logged.
Same trade
Everything else that runs on a insurance line
Database reactivation
Booked work from people who already know you. No new ad spend.
90-second speed to lead
Most jobs go to whoever replies first. This makes that you, every time.
Long-term nurture
The enquiry that was too early stays warm until it is ready.
Missed-call text-back
A text goes out before the voicemail beep would have finished.
Quote follow-up on day 2, 5 and 9
Sent is not the same as answered. Every open quote gets followed until it is one or the other.
Straight-to-calendar booking
Qualified enquiries land in your calendar. No phone tag, no back and forth.
Same station
One lead inbox in other trades
Insurance · One lead inbox
Find your leak
in 10 minutes.
We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.
You see the number before you spend anything.
free leak audit · 10 minutes · no login