Our powerful new tool enables agents to proactively offer policy extensions and add-ons alongside lead capture - even when clients are already insured elsewhere. Unlock cross-sell opportunities and grow wallet share - all under one roof.
Everything you need to turn policy renewals into profitable upselling opportunities
A comparison tool to retrieve leads from your CRM data and identify potential upselling opportunities through advanced data analysis.
Advanced AI algorithms identify coverage gaps and upselling opportunities by comparing CRM data with comprehensive insurance records.
The WhatsApp Business API enables agents to route all incoming inquiries to various actions and to automatically manage a wide range of marketing, customer service, and support activities.
Seamless integration with Calendly and Google Calendar. Let customers book appointments directly from WhatsApp conversations.
Integrated with the organization's CRM systems to provide seamless data flow and unified customer management across all platforms.
Three-tier user hierarchy with granular permissions. Perfect for agencies and teams with different access levels.
Four simple steps to transform your insurance business
Simply upload your renewal list or CRM data. Support for Excel, CSV, and direct integrations.
Our AI automatically processes and analyzes your data to identify comprehensive opportunities.
AI analysis identifies coverage gaps and ranks customers by upselling potential.
Personalized WhatsApp messages are sent automatically. Customers can book appointments directly.
See how insurance agents are transforming their business with Lead-On
"Lead-On increased my monthly revenue by 85% within the first quarter. The automated integration saved me countless hours of manual work."
"The WhatsApp automation is brilliant. My customers love the convenience, and I've booked more appointments than ever before."
"Lead-On transformed our agency. We now identify opportunities we never knew existed and our client satisfaction has improved dramatically."
Ready to transform your insurance business? We'd love to hear from you.
info@bothub.biz
We respond within 24 hours
+972 54-498-0335
Sunday-Thursday, 9AM-6PM
Tel Aviv, Israel
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