Turn quote requests into booked policy reviews — automatically. These are the 7 workflows that arrive already wired together when you pick Insurance at signup — no importing, no building.
Fires the moment a new lead arrives.
The moment a quote request comes in: add them to the pipeline, text them instantly, and let the AI call and work them to a booked coverage review.
See the walk-through →Fires when an appointment is booked.
Confirms a booked insurance review by email + text, then a business-hours reminder to cut no-shows.
See the walk-through →Fires when an appointment is missed.
Recovers a missed coverage review fast, then graduates to nurture if the lead doesn't re-book.
See the walk-through →Fires when a deal goes quiet.
Re-engages a lead who has a quote but went quiet, then hands warm ones back to the AI.
See the walk-through →Fires when a deal is marked lost.
Re-approaches a lost insurance lead after 30 days; hands re-engaged leads back to the AI.
See the walk-through →Started by you, one contact or a whole list.
Long-term, low-pressure insurance education (deductibles, bundling, renewals, life events) — with a soft review offer along the way.
See the walk-through →Fires when a contact opens an email.
Flags a hot lead who's re-opening emails so an agent (or the AI) can reach out.
See the walk-through →You don't import this. Pick Insurance at signup and all 7 of these workflows install themselves before onboarding ends. Already customized yours? Nothing here ever overwrites your edits.
See where this fits in the platform: the full product tour → · How workflows run · Autopilot & Agent Goals
Pick Insurance at signup and the whole 7-workflow suite installs itself before onboarding ends — nothing to import, nothing to build.
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