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Automation · Concept project
ClearPath Insurance Agency
An automated flow that captures web leads, assigns them to agents and triggers timely follow-up.
The challenge
Leads arrived from several sources and were followed up manually, often hours later.
Our approach
- Unified form and ad lead capture into one CRM pipeline
- Round-robin assignment with instant agent notifications
- Automated email and SMS follow-up sequence
- AI chat assistant for after-hours questions with human handoff
Outcome
Outcome field reserved — to be completed with verified client results.
Next project
E-commerce storefront concept