Dashboard
Insurance CRM — leads, renewals, SMS, and chatbot takeover in one place.
Priority tasks
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Built for insurance ops
- • Lead pipeline: New → Contacted → Qualified → Quoted → Bound
- • Omnichannel inbox: website chat + SMS
- • AI chatbot with one-click agent takeover
- • Outbound SMS (Twilio when configured)
- • Renewal / follow-up tasks
- • Website form → CRM lead capture