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Insurance

Insurance

Improve contact rates and policy conversions with instant outreach, structured qualification, and reliable follow-up.

The outcome

Increase contact rates and policy conversions by responding instantly, collecting the right details early, and following up consistently.

Run Wild helps insurance teams:

  • reach leads fast across SMS/email/voice
  • capture key qualification details before agent time
  • route to the right agent/team immediately
  • run persistent, compliant follow-up until they bind or disqualify

The problem (why insurance leads don’t convert)

Insurance leads often fail because:

  • Contact rates are low: if you don’t reach them quickly, someone else will.
  • Qualification is scattered: agents re-ask the same questions repeatedly.
  • Routing is slow: wrong agent or no owner leads to lead leakage.
  • Follow-up isn’t systematic: leads require multiple touches to connect.
  • Pipeline visibility is poor: managers can’t see what’s working by source/agent.

How Run Wild works for Insurance

From quote request → qualified → scheduled call → policy conversation.

  1. Instant first outreach via SMS/email (and call routing where applicable)
  2. Structured qualification to collect the basics for quoting
  3. Route to the right agent by product line, state, or priority
  4. Schedule calls automatically (or fast-track high-intent leads)
  5. Run multi-touch follow-up until the lead connects or disqualifies
  6. Keep pipeline and activity data clean for reporting and coaching

What you can automate (and what stays human)

Automate

  • rapid outreach and initial responses
  • intake questions (policy type, state, timeline, best callback time)
  • routing to agent/team
  • call scheduling and reminders
  • follow-up sequences for low-contact leads
  • pipeline updates and summaries

Keep human

  • advising and coverage recommendations
  • underwriting nuance and exceptions
  • final quote presentation and closing
  • compliance-sensitive approvals (as needed)

Top use cases in Insurance

1) New quote request → scheduled call

Trigger: web form lead comes in
Run Wild does: instant SMS → captures policy type + state + timing → offers call times → books and confirms
Result: higher connect rate and more agent-ready calls

2) Low contact rate recovery

Trigger: lead doesn’t answer the first touch
Run Wild does: multi-touch SMS/email follow-up + best-time prompt → escalates to agent when engaged
Result: more conversations from the same lead volume

3) Routing by line of business

Trigger: lead requests auto vs home vs life
Run Wild does: routes to the correct licensed agent/team and pipeline automatically
Result: faster service, fewer handoff mistakes

The metrics that matter

  • time-to-first-response
  • contact rate / connect rate
  • lead → scheduled call rate
  • quote initiation rate
  • follow-up completion rate
  • conversion rate by source and by agent

Powered by Run Wild

Core product:

Implementation (what to expect)

  • Define intake questions per product line and state
  • Configure routing by agent/team and business hours
  • Connect calendars for scheduled calls
  • Set follow-up timing rules and escalation triggers

Next step

Solar & Home Improvement