A lead may come from a form, referral, call, email, or campaign. If the next step is not assigned quickly, the prospect drifts.
The workflow to build
Source, line of business, contact details, urgency, assigned producer, and next action should be created immediately.
Where automation helps
A commercial quote, Medicare inquiry, personal lines lead, and referral may need different timing and language.
What to measure
AI can draft, summarize, and remind. Advice, coverage recommendations, and final quote conversations stay with licensed staff.
What not to automate
Track speed to first response, open quotes, stale leads, booked conversations, and closed-lost reasons.