Lead pipeline
A quote request should reach a person who can help while the lead is still interested. We capture it, alert your team, answer the first reply, chase what stalls, and in pilot, place the first call. We set it up with you; it is not self-serve.
Five stages, honestly labeled
Each stage carries its status. Live stages run in production today. Early access and pilot stages are real, but we turn them on with you, one agency at a time.
Live: running in agencies today. Early access: available, turned on with you. In pilot: running with one agency; ask us.
01 / Capture
LiveYour website quote or contact form posts to your agency’s private webhook. The lead appears on your board as a high-priority card in seconds. We de-duplicate repeat submissions so one person does not become three cards.
02 / Alert
LiveThe moment a lead lands, your team gets an email with the lead attached and a link to the card. Nobody has to refresh a board or check an inbox to find out someone asked for a quote.
03 / Respond
Early accessThe lead gets a confirmation text. If they reply, an AI intake responder answers from your agency’s own hours, appetite, and documents. It never quotes a price and never promises coverage. Anything outside that scope goes to a human.
04 / Chase
LiveEvery lead carries a status, a named owner, and a next-step date on the board, so a lead that has sat too long is obvious at a glance. Nothing waits on a question of whose turn it is. When the policy binds, convert the lead to a client in one click.
05 / Call
In pilotAn AI agent places the first call during business hours. It says it is an AI, confirms the lead’s details, and warm-transfers to a licensed rep who accepts with one keypress. Opt-in only. Transcripts are kept. It never auto-redials.
We’re running this with a pilot agency now. Ask us.Book a call
How we set it up with you
The pipeline is set up with your agency, not handed over as a kit. It runs in your own tenant, on your own documents, with your own team named on every lead.
We connect your website form, or the tool you already use, to your agency’s private webhook. You send a test lead and watch it land on the board.
We decide with you who gets notified, by email and by text if you have a number set up with us. We send test alerts before anything real goes out.
We build the intake responder from your hours, appetite, and the documents you give us. We draft it; you read it line by line.
Nothing texts, emails, or calls a lead until you have reviewed it and said yes. Then we turn it on together.
Questions agencies ask
Consent, limits, data, and what happens when the AI reaches the edge of what it knows.
Security & data handlingOnly leads who opted in. Texts and calls go to people who gave consent through your form or another channel you control. We set the consent language with you during setup. The pipeline only contacts leads your form has recorded as opted in.
It will not quote a price. It will not promise or confirm coverage. It will not bind anything. It will not pretend to be a person. On a call it says it is an AI. On any question outside your hours, appetite, and documents, it hands off to your team.
In your own AgencyOver tenant, alongside your clients, policies, and tasks. Lead data is not pooled with other agencies. Transcripts from the call pilot are kept in your tenant too.
It says so and hands off to a human. The lead is told a member of your team will follow up, the card on the board is flagged, and the owner is alerted. The AI does not guess.
See AgencyOver in action
Take a tour of the product and see how your team can use it. We’ll walk through the workspace and answer your subscription questions.
No account or payment needed.