
Slow or inconsistent follow-up = silent revenue leak. If your best prospects don’t get an immediate response, they assume:
“They don’t care. I’ll go somewhere else.”
And they do.
This isn’t “just automation.”
This is a full intake assistant that:
Everything happens consistently — every time.
Missing even a few qualified inquiries can cost countless dollars. A 24/7 agent captures and qualifies leads instantly - preventing missed leads and gaining new clients.
Response speed wins. An AI intake agent handles quotes immediately across every channel - recovering deals that would’ve gone cold and keeping loads moving.
If prospects can’t reach someone, they call the next firm. Intake automation answers instantly, filters bad cases, and book the strong ones - via phone, web, or email.
Pipeline leaks hurt. When demo requests don’t get qualified instantly, they disappear. An AI intake agent responds within seconds and get prospects booked instantly.
Slow follow-up kills trust. Automated intake engages prospects right away, collects compliant notes, and pushes the best opportunities straight to advisors.
Homeowners don’t wait. An AI intake agent answers after-hours calls, forms, and chats - booking jobs automatically and reducing no-shows and missed calls.
No, but it can reduce the need to hire as you grow. The Agent removes repetitive admin work so reps spend more time closing - not chasing forms.
That’s exactly what this solves. The agent collects missing info, standardizes responses, and creates clean records every time.
Yes. You approve messaging, qualification rules, and fallback responses before anything goes live.
Yep. Forms, chat, email, landing pages — and we can add more later as needed.
Most teams see faster response times immediately, and pipeline lift within 30–90 days depending on volume.