From first enquiry to bound policy
Leads land in a shared pool, get scored and claimed. Quotes from every insurer sit side by side. Every call, email and follow-up stays on one record, all the way to the policy.
One record, start to finish
The lead becomes the opportunity, the accepted quote becomes the policy, and nothing is re-keyed along the way.
Lead
Open · Contacting · First Appointment
Opportunity
Information Gathering · Negotiating · Signed
Quote
Compared · Accepted
Policy
New Business · Active · Renewing
Every lead scored, claimed and followed up
Website, campaign and referral leads land in a shared pool, where brokers claim them before they go cold. Each lead carries a Conversion Likelihood score (Hot, Warm, Cool or Cold) worked out from its source, how quickly it was contacted, its stage and its activity.
- Lead pools show how long every lead has waited
- Conversion Likelihood from source, response time, stage and engagement
- Website and campaign leads captured with their source
- Claim or assign leads straight from the pool
Insurers compared side by side
Capture each insurer's quote on the opportunity and compare sections, VAPs and fees in one board. Send the quotation, accept the winner, and convert it into a policy with the cover already in place.
- Import insurer documents or capture quotes manually
- Sections, VAPs, members and fees lined up per insurer
- Client PDF and email from the chosen quote
- The accepted quote converts to the policy, cover included
Every touch on one timeline
Calls, emails, notes, tasks and meetings sit on the record in order, with who did what and when. Set a future contact date and the follow-up task books itself for the owner.
- Filter the timeline by calls, emails, notes, tasks and meetings
- Future contact dates create the owner's follow-up task
- Renewals raised ahead of the policy anniversary
- Field-level history shows every change and who made it
See which campaigns and brokers convert
Each campaign follows its leads through to the policies they became, with conversion and premium on its own dashboard. Brokers earn an Accountability Score from how fast they respond, how thoroughly they follow up and how often they convert.
- Lead-to-opportunity-to-policy conversion per campaign
- Premium, spend and funding in one view
- Accountability Score tiers for every broker
- Reports and dashboards on the same records
Sold once, serviced everywhere
Claims
The account a broker signs is the account claims opens against.
Explore claims ➝
Underwriting
Accepted quotes become policies with their cover, endorsements and renewals.
Explore underwriting ➝
Clean data
Duplicate detection and a guided merge keep one account per client, history intact.
Explore duplicate merge ➝
Ready to see what
Meta can do?
FAQ
Yes. Converting a lead creates the account, contact and opportunity, and the accepted quote becomes the policy. Campaign, source and referral details carry across each step.
Duplicate detection matches names, emails and phone numbers across leads, contacts, accounts and opportunities. A guided merge moves every linked record and its history onto the one you keep.
Tracked fields keep their history with the user and time of each change, and every stage move is recorded with how long the record sat there.
Yes. Build reports and dashboards on the same lead, opportunity and policy records, alongside each campaign's conversion and premium totals.