The problem this solves
Advisors chased everyone
Every enquiry went straight to an advisor, most of whom were browsing, wasting scarce advisor time.
Slow first contact
Leads waited, and interest cooled before an advisor reached them.
How the agent is set up
Qualify fast
Sara called new enquiries in minutes and qualified on coverage need and budget.
Book the advisor call
Warm prospects were booked with an advisor and handed over with context.
It runs on the insurance agent you can talk to live right now, built on the same calling stack and pay-per-minute pricing as every other agent.
Try it on your own call
This is a playbook, not a customer story. There is no client name here and no result to quote, because we do not have one to publish yet. What you can do is talk to a live agent, interrupt it, and see whether it handles this job the way the page says it does. Then build your own against your script.