Every lead quoted in seconds, booked while they are warm.
The agent reads the intake, runs the actuarial model, prices three compliant term options, recommends the best fit in plain language and hands a warm lead to a licensed advisor. No wait time, no lost prospects. Press run.
Quotes / mo
620
Quote time
4 min
Booked calls
22%
Advisor hours / wk
31
Client intake
lead capture
1
Read intake
Age, coverage, risk class, term
2
Run actuarial model
Price three term options
3
Recommend best fit
Plain language, compliant script
4
Hand off warm lead
CRM saved, advisor notified
Quote results
agent output
Press run to generate plans and the advisor handoff.
Plan options
Coverage breakdown
Lead captured. Profile saved to CRM with quote and preferred plan. Licensed advisor notified to confirm in under 10 minutes.
Compliant scripts. Risky cases flagged for an advisor. Everything else flows on its own.
The impact
Quote every lead instantly, hand advisors only warm ones.
Pricing three compliant options in seconds books more calls while leads are warm and frees advisors from quoting busywork.
Typical projectionLife insurance · industry benchmark
Quote time
4 min→9 sec
▲ quoted while warm
Leads booking a call
22%→41%
▲ +19 pts booked
Advisor hours saved / week
0→31 hrs
▲ no manual quoting
Booked advisor calls per week
▲ 64 / wkLast 8 weeks
With TRIVOX
Projection, not a guaranteed result. Typical estimated range for businesses in this sector based on typical volume. Individual results vary. Shown as system capability, not a specific client case.
