Insurance
Lead management for insurance agencies and brokers
Quote requests come in while your agents are out meeting clients. ZonoLead routes each one to someone free to call, starts the clock on the reply, and follows every quote through to a signed policy.
The problem
Where leads get lost
Quote requests wait while agents are out meeting clients.
Quotes wait
A quote request sits in an inbox while the agent who owns it is in a client meeting.
Returning clients start over
A client renewing a policy enquires again and reaches someone who doesn't know their history.
Follow-ups forgotten
Quotes sent last week have no next step, and nobody can see which ones went quiet.
Smart assignment
Quote requests go to whoever is free
Requests skip agents who are on a break or off shift and go to the colleague with the fewest open leads, with every handover recorded.
More about Smart assignment
Capture
Returning clients go back to their agent
Quote forms, referral lists and walk-ins land in one inbox. A client you already know is flagged and sent to the agent who spoke to them before.
More about Capture
Pipeline
Every quote followed through to a policy
Name stages after your process, from quote sent to policy issued. Calls and notes sit on each lead's timeline, so nothing depends on one person's memory.
More about PipelineStop losing leads you already paid for.
Set up your team and your first form today, or let us show you around.
