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Insurance Lead Qualification Agent
Insurance
POC
"Automated lead qualification for high-volume insurance agencies"
The Problem
Client has 1.5 sales staff handling 160+ agencies. Overwhelmed and missing leads. 63 leads missed in one week.
The Solution
Gateway to 1,000+ US insurance agencies. Opens opportunities to upsell claims processing solutions.
Business Case
Target Market
Insurance agencies, lead generation companies, insurance brokers
Revenue Potential
US market entry. Lead Swami recommendation drives referrals across agency network.
Competitive Edge
Purpose-built for insurance lead workflow. Integrates with existing CRM systems.
Ask FAQ questions like 'What does Lead Swami do?' Then say 'I want to buy leads' to trigger qualification flow. Bot collects name, email, lead volume needs, scheduling for paid consultation.
Partnership
Lead Swami (Client)
Last Updated: December 2025