# Loan / Insurance Lead Qualification — Financial Services AI agent | Mihu AI

Financial Services · Lending

# Loan / Insurance Lead Qualification

Reach and qualify every finance lead in under a minute and book a licensed advisor.

Set up this outcome

## Apps this needs

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

## How it works

Detects a new lead from a comparison site, web form or CRM, and calls or messages within the SLA window via Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk.

Qualifies basic eligibility, product interest and intent using a standard, compliant intake script (no advice given).

Matches the lead to the right loan officer or insurance agent , via the CRM's specialization roster, based on product type and complexity.

Runs a soft credit pre-qualification or coverage screening where consented, via the relevant API — never a lending/coverage decision made by the agent itself.

Books the licensed advisor directly, written to the LOS/policy system.

Writes a clean record to the CRM with consent captured and logs the routing outcome.

## Data sources

Lead sources Advisor calendars CRM

## What it targets

Leads reached in SLA Target 90%

Qualified → advisor booked Target 35%

Time to first contact Target 60s