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FlowApps / Quote request · insurance brokers

No click on your ads goes unanswered.

Whoever clicks your ad wants a price now. If they have to wait, they get a quote somewhere else. This FlowApp replies in seconds, asks what your advisor needs to know and only passes on the cases that are ready.

  • Replies right away, any time of day.
  • Your advisor gets every detail and quotes on the first call.
  • Every case your web agent captures lands on your Process Board and is reported to Meta, TikTok and Google Analytics.
Install this FlowAppSee the questions

11:42 pm · Laura clicks and the agent replies right away

Andes Corredores

Sponsored · sample

Car insurance

Compare 6 insurers in 2 minutes

Get a quote

1,284 likes

Get your car insurance quote

AI assistant · replies in seconds

Hi, I'm the AI assistant at Andes Corredores. Which car do you want to insure?

A 2022 Mazda 3, for work.

Great. Do you have insurance now? When does it expire?

November 15. I want full coverage.

answers in seconds and tells you who's serious

0412 · car

Ready to quote · 86

Laura M. · 2022 Mazda 3, used for work. Her policy expires on Nov 15. She wants full coverage.

Assigned to Andrea

sample

Case qualified

Sent to Meta, TikTok and GA4

sample

so your ads learn which clicks bring real clients

11:43 pm · Laura answers everything in two minutes

1 · What it asks

Eight questions, two minutes of conversation.

Only what your advisor needs to quote without calling back. The agent asks the way a person would, following the conversation, and you can change the questions whenever you want.

What the agent asksWhat your advisor gets

  1. What would you like to insure?

    A business

  2. What does your business do, and how many people work there?

    Freight transport, 12 trucks and 18 employees

  3. Do you have a current policy for this?

    Yes, but it expires soon

  4. When do you need cover to start?

    This month

  5. Anything else we should know to quote?

    One minor claim last year

  6. What's your name?

    Laura M.

  7. Which WhatsApp number should we send the quote to?

    Their WhatsApp number

  8. And an email for the full proposal?

    Their email

sell motorcycle or fleet insurance? change the questions and you're set

11:45 pm · it arrives scored while you sleep

2 · How it scores

Your advisor knows who to call first.

Every case arrives with a score from 0 to 100, a summary and the reason behind each number. You decide what matters most: when they need cover, whether they left what you need to quote, whether they're ready to sign, which line they ask for and whether you can reach them.

0412 · quote

Hot · 91

Freight transport, 12 trucks and 18 employees. Yes, but it expires soon. This month. One minor claim last year.

Urgency
90
Needs cover this month, or their current policy expires soon.
Complete details
85
Gave what you need to quote without a call: what to insure, its details and the date.
Intent to buy
90
Wants to buy or switch insurers, not just compare prices.
Line value
95
Businesses, fleets and family health weigh more than a single personal policy.
Reachable
100
Left their name and a valid WhatsApp number.

Assigned to Andrea

sample

every number comes with its reason

8:10 am · Andrea calls her first

3 · Who gets it

Every case reaches the right person.

You write the rules the way you'd explain them to your team, and the agent applies them to every case. No client is left waiting, and each advisor gets what they sell best.

Priority rules · sample

  1. If

    Rated Hot

    Urgent priority

    Hot: quote today

  2. If

    Answers "Yes, but it expires soon"

    High priority

    Policy about to expire

  3. If

    Answers "I'm just comparing prices"

    Low priority

    Just comparing

Then your workspace's distribution rules assign each case to a person: by country, channel, Intake Bot or score, in rotation or by workload.

And also

Every case your web agent captures lands on your Process Board and is reported to Meta, TikTok and Google Analytics,
so your ads learn which clicks bring clients.

9:30 am · Andrea sends her the quote

4 · What lands on your Process Board

All your cases on one board, nothing copied by hand.

Every conversation becomes a card with the details, the summary and the score. Your team moves it across columns as it progresses, and you see where every quote stands.

New2

  • 0412 · quote

    Hot · 91

    Laura M. · A business

    Freight transport, 12 trucks and 18 employees. Yes, but it expires soon. This month. One minor claim last year.

    Assigned to Andrea

  • 0414 · quote

    Cold · 37

    Marco T. · Home

    Apartment, renting. No, it'd be my first policy. I'm just comparing prices.

    Not assigned yet

Quoting1

  • 0409 · quote

    Warm · 60

    Diego R. · A vehicle

    2022 SUV, personal use. Yes, and I want a better price or cover. In 1 to 3 months.

    Assigned to Jorge

Proposal sent1

  • 0405 · quote

    Hot · 84

    Ana P. · Health or life

    My family. No, it'd be my first policy. This week.

    Assigned to Andrea

    quoted ✓ Andrea

Policy issued0

    Andrea moves it when she sends the quote, and you see every sale move forward without asking anyone

    Columns that come with the FlowApp: you change them · sample · Using HubSpot, Zoho or GoHighLevel? You can send every case there too

    Friday, 5:00 pm · you check how the week went

    5 · What your numbers tell you

    You know which campaign brings you clients and where you lose them.

    You see how many finish the conversation, which ad each case came from and what people ask most. So your budget goes where it brings clients.

    Conversations · last 30 days

    77% finish the conversation

    Completed
    241
    In progress
    18
    Abandoned
    53

    Where they come from

    CampaignCasesFinish
    meta · business-insurance-nov16484%
    tiktok · first-car8152%
    email · renewals3892%
    No campaign (direct WhatsApp)2979%

    What people ask most · AI summary

    1. Does it cover my whole fleet?46
    2. Can I pay in installments?31
    3. What does the deductible cover?22

    Overall tone: in a hurry, but keen to buy.

    the TikTok one brings cases, but half don't finish: fix the ad before you raise its budget

    Sample data · Analytics included in the Business plan

    From 11:42 pm to 9:30 am · a click that ended in a quote

    Install it today and adapt it to the way you quote.

    It comes with the questions, the scoring and the rules. Change whatever you want, try it yourself and publish it on your website or in your ads.

    Install this FlowApp