Insurance & financial
Compliance means you cannot mass-mail, and the leads you do buy are stale by the time anyone rings them.
Speed-to-lead on your own inbound, full audit trail of every message sent, suppression enforced at send.
What actually happens
- 01
They arrive
A form on your site, a Meta or Google lead ad, a WhatsApp message, or a list you imported. All of it lands in one place, deduplicated by email and phone number.
- 02
They get an answer
Within seconds, on the channel they used, at whatever hour they sent it. No send window, no queue, no waiting for the next working day.
- 03
They get qualified
Against criteria you write in your own words. Two questions at most, in the language they wrote in, and a handover to a human the moment it gets complicated.
- 04
They book themselves
Only the ones who qualify see the calendar. Slots come from your real availability, so nothing is offered that you cannot honour.
- 05
They turn up
Confirmation, reminders at the intervals you choose, and an automatic offer of a new time for anyone who misses.