Insurance · STN 04 — Chase
You can see
the whole line.
No contact before renewal means the client compares online, and online always looks cheaper than a broker who did not call. Every open enquiry, what stage it is at, and what happens to it next. Without it, no idea what is open, what has gone quiet, or what this month actually looks like — 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
Every open enquiry, what stage it is at, and what happens to it next.
One board showing every live enquiry and quote, what state it is in, and what the machine will do about it next. Not a dashboard you have to maintain — it fills itself from what actually happened. On the line this sits at station 4, chase — 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 — chase station
RUNNING- Tue 11:20Missed call — business pack quoteMissed callCallback 11:24
- WedQuote #212 — landlord coverDay-2 chaseBound
- MonRenewals due in 30 days — 96 clientsCampaign31 replies
- 06:00Shift summary → principal's phoneReport31 renewals in play
How it runs
What the pipeline board changes for insurance
01
It fills itself
Stages move on real events — replied, booked, quoted, won — not on someone updating a record.
02
Nothing stalls silently
Anything sitting too long in one stage surfaces instead of sinking.
03
You see the money
Open value by stage, so you know what is actually in front of you this month.
Straight answers
The pipeline board for insurance broking — questions people ask
- My team won't keep a CRM up to date.
- Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.
- 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
The pipeline board in other trades
Insurance · Pipeline board
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