Insurance
Every new lead answered with a first analysis
New leads checked for completeness and prepared for a reply, so the team spends its time on the conversation.
The problem
New leads come in with varying amounts of information. Before anyone can answer, a staff member has to look up the context, check what's missing and write a reply.
That manual first step takes time away from advising clients, and it isn't always the same from person to person. Planning the next step and sending the order form add yet more handling to every lead.
The journey
A lead comes in
Your teamA prospect or partner sends a request through one of the existing channels.
First analysis
NovaThe request is analysed and checked for completeness, using read-only data from the CRM.
A reply is prepared
NovaA draft answer is written, including any missing information to request.
A team member reviews
Your teamNothing goes out until a person has reviewed the message and adjusted it where needed.
Scheduling and order form
Your systemsThe follow-up appointment is planned and the order form is sent.
Nova's solution direction
Faster, and still personal
The first response is prepared in advance, and the relationship stays with the adviser.
A consistent first step
Every lead gets the same completeness check, whoever picks it up.
Read-only by design
The assistant reads what it needs from the CRM. No write access is needed.
Light on the team
Short validation sessions, with staff reviewing rather than building.
Anonymised use case, based on a real brief in our studio. Names and identifying details have been left out. It describes a solution direction, not a measured result.
