New Business Agent

The New Business Agent automatically triages inbound leads, qualifies prospects, and routes to your pipeline.

Status: Planned Q2 2026 (coming soon)

Planned Functionality

Lead Capture

Integrate with:

• Your website contact form (Zapier webhook)
• Email forwarding (agent monitors inbox)
• Third-party lead sources (imported via CSV)

Automatic Qualification

Agent evaluates leads based on:

• Coverage type — Do you quote this line of business?
• Location — Are you licensed in this state?
• Risk profile — Does it fit your appetite?

Examples:

• ✓ "Need homeowners in Colorado" → Qualified, add to pipeline
• ✗ "Need health insurance" → Not qualified, auto-respond with referral
• ✗ "Commercial in Alaska" → Not licensed there, refer to partner agent

Lead Scoring

Agent scores prospects 1–10 based on:

• Lead quality (completeness of info)
• Fit with your book (similar to your best clients)
• Urgency (time-sensitive need?)

High-score leads escalate to you; low-score leads go to CSR follow-up.

Automated Response

Agent sends initial response:

• "Thanks for reaching out! [Agent name] will be in touch within 24 hours"
• Sets expectation for follow-up timing

Route to Pipeline

Agent creates prospect record with:

• Lead info (name, contact, coverage need)
• Qualification notes
• Assigned producer (based on specialty or territory)
• Next action (follow-up call, email, meeting)

Configuration (When Launched)

Settings:

| Setting | Example | Purpose | |---------|---------|---------| | Accepted Lines | Homeowners, Auto, Umbrella | What you quote | | Licensed States | CO, UT, WY, NM | Where you're licensed | | Appetite Filters | < 2 claims in 3 years | Auto-exclude bad risks | | Lead Score Thresholds | High: 8–10, Medium: 5–7 | Route by score | | Assigned Producers | By territory or specialty | Who gets the lead |

Example Workflow (When Launched)

1. Lead arrives via website form or email
2. Agent qualifies: "Homeowners in Denver, CO — qualified ✓"
3. Agent scores: "Lead quality 8/10, fit 9/10 — high priority"
4. Agent responds: Automated email to prospect
5. Agent routes: Creates prospect record, assigns to top producer
6. You follow up: Email/call within 24 hours

Time saved: Manual triage eliminated; you focus on closing.

Why It Matters

• Faster response: Prospects get acknowledged in minutes (not hours)
• Higher conversion: You follow up with qualified prospects only
• Better prioritization: High-quality leads go to your best producers
• Audit trail: Full record of lead flow for analytics

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Next: Learn about Retention Agent and Agent Health Monitoring.