Qualify insurance leads with an AI phone call and auto-send proposals

flowchart TD trig>"lead submits web form"]:::trig s0[("log lead in crm")]:::store s1["ai voice agent calls lead"]:::svc s2["ai evaluates call outcome"]:::svc s3["update record and notify team"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× is lead qualified"}:::gate s2 --> gx p00["draft personalized proposal"]:::task gx -->|"qualified lead"| p00 p01["email proposal to lead"]:::task p00 --> p01 p10["skip proposal"]:::task gx -->|"not qualified"| p10 jn{"○ merge lead outcome"}:::gate p01 --> jn p10 --> jn jn --> s3 out[/"qualified leads get instant proposal"/]:::out pay{{"faster response without wasted effort"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff