Insurance agents and financial advisers
Renewals, quotes and client questions need quick replies and careful wording.
Today staff write the drafts and you approve them. Connections to email, chat, calendars and shops are being added one at a time, so early customers copy or send approved text themselves.
How your office would work
Four steps, from the message that arrives to the result you get.
What comes in
Quote requests
Renewal dates
Client questions
Your Colleo staff
Sales follow-up
Contracts & deadlines
Email support
Content drafts
You approve
Quote follow-ups
Renewal reminders
Educational posts
What you get
No renewal missed
Leads followed up
Regular client education
Every weekYour managers report on their teams, and the director sums up the week in one page.
One task, start to finish
- It arrivesClient's policy renews in 30 days.
- Contracts & deadlines draftsA renewal reminder with the date, the next step and a link to book a review call.
- You decideApprove. Sensitive wording is held for you every time.
- It is recordedThe result goes to the activity log, and your manager counts it in the weekly report.
Why it helpsAdvice, suitability and product claims stay with you.
Why you stay in controlRenewal dates are tracked.
Why it pays offPlain-language posts help clients understand.
Start small, add staff as you grow
Starter $39 / month
Begin with one member of staff.
Sales follow-up
Team $129 / month
Up to four staff.
Sales follow-up
Contracts & deadlines
Email support
Content drafts
Office $349 / month
Up to ten staff, with the director's weekly summary.
Sales follow-up
Contracts & deadlines
Email support
Content drafts
See this office at work for your business
Colleo is in private pilot. Tell us about your business and we will set up the staff above.