Financial Services · Insurance

Quote Follow-up & Application Completion

Complete applications that stall between quote and submission.

Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

How it works

  1. Agent picks up quotes and applications stalled past the window.
  2. Follows up on the customer's channel — compliant and polite.
  3. Answers process questions only: what's missing, what happens next, timelines.
  4. Collects the outstanding documents and validates they're readable.
  5. Anything about suitability, cover or price advice goes to a licensed adviser, with the full context.

Data sources

Quote & application status Document checklists Process rules

What it targets

  • Stalled quotes followed up Target 95%
  • Applications completed Target 18%
  • Escalated to a licensed adviser Target 100%