Capture & assign
Bring lead sources together. Set ownership, routing, qualification fields and first-response tasks.
INSURANCEGENIE OPERATING SYSTEM
Your producers sell.
Your whole team moves forward.
Connect lead management, AI-assisted follow-up and service delivery. Give every opportunity a next step—and every change request a clear owner.
Configured for your brokerage, your team and your way of working.
ONE CONNECTED OPERATION
01 · ACQUIRE
Enquiries & opportunities
Capture · qualify · assign
↓
INSURANCEGENIE OS
The next action. In focus.
ProducerAI assistanceService team
↓
02 · BUILD THE RELATIONSHIP
Quote. Service. Renew.
Follow up · resolve · reconnect
WHERE MOMENTUM GETS LOST
A lead comes in.
Then the handoffs begin.
An enquiry in one inbox. A quote waiting on a call. A policy change missing a document. When context is scattered, producers spend time chasing updates and service teams spend time reconstructing requests.
IG OS brings the next action, supporting information and accountable person into the same workflow.
Unassigned enquiriesWho is following up?
Quotes going quietWhat happens next?
Incomplete change requestsWhat is missing?
Renewals without a planWhen should we reconnect?
THE PLATFORM
One client journey.
Connected from first contact.
Design the workflow around your operation, from a new enquiry to a long-term client relationship.
Nurture & convert
Give producers follow-up sequences, call preparation and a clear view of opportunities that need attention.
Service & retain
Move change requests through validation and service queues. Plan renewal conversations and relevant win-back campaigns.
PRODUCERS PRODUCE. SERVICE TEAMS SERVICE.
Every change request.
A clear path to completion.
A structured ticket replaces the scattered handoff. Configure required fields, supporting documents, approvals and service targets for each request type.
EXAMPLE WORKFLOW
Awaiting service reviewVehicle change request
Producer submission
- Client and policy reference
- Requested change and effective date
- Supporting documents attached
- Client instructions recorded
Configured validation
- Required details checked
- Missing items returned with a reason
- AI summary reviewed by a person
- Owner and priority assigned
Service team resolution
- Process through agreed channels
- Record insurer response
- Attach confirmation documents
- Notify producer and close ticket
Illustrative workflow. A submitted or validated ticket does not confirm a policy change; authorized confirmation is required.
VISIBILITY THAT SUPPORTS ACTION
See where the work stands.
Know where to focus next.
Bring response times, quote progress, follow-up activity and service queues into view. Agree the definitions and data sources with your team.
IG OS · OPERATIONS OVERVIEW
Illustrative demo · sample dataSales pipeline
120Sample enquiries
72Quotes prepared
24Policies recorded
20%Enquiry-to-policy ratio
New enquiries120
Quotes prepared72
Policies recorded24
Sample numbers explain the reporting concept. They are not live CRM data, customer results or a performance claim.
MEASURE WHAT MATTERS
Build your baseline.
Then measure the change.
Start with your actual operation. Agree success measures before rollout and compare consistent periods after adoption.
Plan your rollout →Response time
Time from lead arrival to the first meaningful contact.
Close ratio
Completed business against a clearly defined enquiry or quote cohort.
Service turnaround
Time from a complete request to documented resolution.
Retention & reactivation
Renewal outcomes and responses from eligible past-client campaigns.
AI WITH A PURPOSE
Support the next conversation.
Help teams prepare, prioritize and follow through. Keep people in control of customer commitments.
Lead nurturing
Draft relevant follow-ups for new enquiries and unfinished quotes, with approved timing and contact preferences.
Smart campaigns
Build segments around renewal dates, quote stages and client needs. Review AI-assisted content before sending.
Producer coaching
Use conversation summaries, activity reviews and next-step prompts to support consistent sales habits.
Win-back opportunities
Reconnect with eligible past clients and quoted prospects. Apply consent, opt-out and suppression rules to outreach.
YOUR INPUTS
Website · phone · email
Enquiries, conversations and documents
↓
IG OS WORKFLOWS
Assign · validate · coordinate
↓
YOUR TEAM
Producers · service · management
Tasks, status and agreed reporting
CONFIGURED AROUND YOUR BUSINESS
Connect the pieces.
Keep the context.
Map your current systems and handoffs before deciding what to connect. Agree integration scope, permissions, data handling and rollout stages during discovery.
- Lead sources and assignment rules
- Communication history and follow-up tasks
- Document requirements and service queues
- Roles, approvals and audit history
Specific integrations and features are confirmed in the agreed implementation scope.
A PRACTICAL ROLLOUT
Start with the workflow.
Build from there.
Discover
Map team roles, current systems, lead sources and the points where work slows down.
Configure & pilot
Agree fields, validation rules, documents and reporting. Review a focused workflow with your team.
Review & expand
Measure against your baseline, refine the process and agree the next stage of rollout.
LET’S TALK IG OS
What could your team do
with a better-connected operation?
Tell us about your team, your systems and the workflow you want to improve. Let’s scope an operating system around your needs.
Opens your email app. Share business requirements only; please leave client records and policy documents out of the initial enquiry.
