Setup: Medium
Time saved: 6.5 hrs/wk Vendor claim6.5 owner hours (vendor claim)Source

Who it's for

Insurance agencies that send quotes but never get around to following up.

What it does

Tracks each quote through the pipeline stages you set
Follows up on every quote you send
Makes a task when the customer wants a call

Proof

Maker's claimThe company that makes it says so

The maker says it follows up on every quote and makes a task when the customer wants a call.

BoosturPipelineDate not shown Read the source

Try it yourself DIY version

Not ready to buy the tool? Paste this into ChatGPT, Claude or Grok. Fill in the [brackets] first.

Copy this prompt

I run [AGENCY NAME], an insurance agency. Write a quote follow-up plan for customers who got a [LINE: auto/home/business] quote but haven't decided. Give me a table with day number, text or email, and the message, for [NUMBER] touches over [NUMBER] days. Each message should end with an easy reply option like 'Reply CALL and we'll ring you.' Then make a simple checklist my staff follows when someone replies CALL, so a call task gets made the same day. Sign messages from [AGENT NAME]. Do not promise rates or coverage. Reminder: have compliance review anything client-facing before it goes out.