Your CRM runs 10+ automations around the clock. Here's what each one does, when it fires, and what you should expect.
Each automation below runs automatically. You don't need to manage them. Just understand what they do so you know what to expect.
Fires when: A new lead enters your pipeline.
What it does: Sends an automated text and email within minutes of the lead arriving.
Why it matters: Insurance shoppers contact multiple agencies, and the first to respond typically wins. This makes you the fastest.
Fires when: A prospect calls and you don't answer.
What it does: Sends an immediate text message to the caller.
Why it matters: 80% of callers won't leave a voicemail. This keeps the conversation going even when you can't pick up.
Fires when: A quote request, contact form, or review form is submitted on your website.
What it does: Tags the contact, adds them to your pipeline, sends a confirmation to the prospect, and alerts your team.
Why it matters: Zero manual data entry. Every submission is captured and tracked.
Fires when: A new lead enters the system.
What it does: Sends an instant notification to your team via email and/or SMS.
Why it matters: Your team knows the moment a prospect raises their hand. No lead sits in a queue unnoticed.
Fires when: Runs on a schedule to scan your pipeline.
What it does: Identifies leads that haven't been contacted within a set period and flags them.
Why it matters: Prevents leads from going cold. The system watches your pipeline so you don't have to.
Fires when: A lead is flagged as needing attention.
What it does: Sends an alert to your team with the lead's details and recommended action.
Why it matters: Turns a passive CRM into a proactive one.
Fires when: A lead shows high engagement (opened emails, clicked links, visited your site).
What it does: Flags the lead and alerts your team to call now.
Why it matters: Timing is everything. This tells you when a lead is hot.
Fires when: A lead moves to the Quote Sent stage.
What it does: Triggers a follow-up sequence and alerts your team.
Why it matters: Quotes without follow-up have a much lower close rate.
Fires when: A lead moves to Closed Won.
What it does: Triggers review request automation and internal celebration alert.
Why it matters: Automates the post-sale process.
Fires when: A policy approaches its renewal date.
What it does: Sends a reminder to the client and alerts your team.
Why it matters: Retention is cheaper than acquisition. This prevents lapses.
Fires when: A prospect books an appointment.
What it does: Sends an instant notification to your team and a confirmation to the prospect.
Why it matters: No missed appointments.
Your automations are fully managed. Here's what that means for you.
All automations are pre-configured and managed by Agent Lead Engine. They run 24/7 in the background. If you want to adjust timing or messaging, just ask your account manager.
Check your dashboard daily to see the impact. New Leads, Closed Won, and Review counts all reflect your automations at work.
If you have questions about your automations or want to adjust any workflows, reach out to our support team.