Every quote gets a follow-up.
Every policy gets a renewal reminder.
You write quotes all day, then life happens and half of them never hear back. Intelli+ follows up on every quote by text and email, books policy reviews, and reminds clients before renewal, without you touching a thing.
How Intelli+ works for insurance & financial
- Every quote request gets an answer in seconds
- Automatic steps until they sign or say no
- Renewal reminders so clients stay with you
- Referral requests after every policy is bound
Missed follow-ups are the quiet cost of a busy desk.
Book a CallBuilt for how insurance and financial offices actually run
Speed-to-lead wins the quote. Consistency wins the renewal.
Answers like your best advisor
Trained on your products, quotes and process before it picks up.
Books on your rules
Review slots, the topics it may discuss, your compliance lines. It knows the limits.
Follows up until it lands
Texts and emails that sound human, on a schedule that works.
Every quote that goes quiet is commission someone else collects.
Book a free strategy call. We will show you what Intelli+ looks like running in an office like yours.
A real-world professional and financial services call, handled smarter.
The customer calls
A prospective client calls after hours requesting an introductory consultation.
What Sophie does
Sophie records the inquiry, helps arrange a consultation, and routes a summary to your team. A compatible calendar or CRM integration could keep records current without manual re-entry.
Can Intelli+ work with my existing software?
We can review tools such as Microsoft 365, HubSpot, Google Calendar and determine which connections and actions are technically supported. Integration availability depends on your software, plan, and permissions; these products are not represented as active Intelli+ integrations.