01 · Capture
Inbound homeowners quote
Web form at 9:14 a.m. Coverage: HO-3, $485k dwelling, Austin metro. Source tagged as organic / quote page — not a shared vendor lead.
What your team would seeon a live inbound lead.
This is a product sample — a composite of how capture, scoring, and routing work together. It is not a named-client result. Use it to decide whether a strategy call is worth 30 minutes.
02 · Score & route
Intent: high · Duplicate: none
Matched against the book: no open opportunity. Urgency scored on occupancy date (21 days). Routed to the personal-lines producer with capacity — not the last person who happened to be free.
03 · Producer brief
Ready to reply in under a minute
Coverage notes, property flags, and a first-response draft sit on the producer’s desk. They send it — nothing goes to the shopper without a human on the thread.
Want this mapped to your actual intake?
Engagements start with a single system — usually lead routing — then expand. No long build before you see the motion.