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

How it works

  1. Agent picks up quotes and applications stalled past the window, tracked via the CRM.
  2. Follows up on the customer's channel — WhatsApp, SMS, or voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk) — 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, and the outcome is logged to the CRM.

Data sources

Quote & application status Document checklists Process rules CRM

What it targets

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