Deploy an AI-driven system that dynamically qualifies and routes leads from all product lines (home, auto, renters, landlord, SMB insurance) based on segment, urgency, and fit. Integrate directly with existing web forms, Dialpad call data, and CRM/email to ensure every inquiry is instantly scored and assigned to the right agent or workflow in real time.

Implement a unified dashboard that pulls from all lead sources, product lines, and communication channels (including Dialpad, website, and CRM) to visualize pipeline health, forecast revenue, and highlight bottlenecks by customer segment. Automated data enrichment keeps forecasts and pipeline status current without manual updates.

Provides leadership instant, actionable visibility into the pipeline and forecasting accuracy across fragmented data sources—reducing time spent on manual reporting by ~8 hours/month and enabling more strategic, data-driven decisions that can drive a 5–10% lift in quarterly closed revenue.

Continuously enrich contact and account records in your CRM with external signals (e.g., property ownership, business filings) to ensure all product lines are cross-referenced and client profiles are unified. Automates updates from web, quote, and call activity so reps always have a 360° view of each client/prospect, regardless of entry point.

Drives smarter cross-selling and renewal campaigns, reduces data silos, and ensures compliance—saving at least 2–3 hours/week in manual research and data entry while improving upsell/cross-sell rates by 10% through better segmentation and personalized outreach.