Close more policies with AI-powered follow-ups
Track leads from first contact to policy bound. Automate follow-ups on quotes, re-engage expired policies, and book more consultations.
89
Active Leads
$340k
Pipeline Value
12
Quotes Pending
New Lead
7
Contacted
11
Needs Analysis
5
Quote Sent
12
Your Pipeline, Your Way
Pre-built stages that match how you actually work
New Lead
4
leads
Contacted
10
orders
Needs Analysis
3
customers
Quote Sent
4
leads
Application
8
clients
Policy Bound
5
customers
AI Calling
Never miss a follow-up again
Cothery AI calls new leads instantly, follows up on pending quotes, and re-engages clients before their policies expire.
Call new leads within 60 seconds of inquiry
Follow up on quotes that haven't been signed in 3 days
Remind clients 30 days before policy renewal
Re-engage lapsed policies with new rate offerings
Michael Torres
AI Call · Just now
Everything you need, built in
All the tools insurance businesses need in one place
Lead Management
Track every contact with notes, tags, and status updates.
Pipeline Board
Visual drag-and-drop pipeline matched to your workflow.
Smart Scheduler
Clients book via a shareable link. Syncs to your calendar.
AI Calling
AI calls leads instantly, qualifies them, and books appointments.
Auto Follow-ups
SMS & email reminders before appointments. Never miss a deal.
Reports
Conversion funnels, agent leaderboards, and appointment metrics.
Ready to grow your insurance business?
Start your 14-day free trial. No credit card required.