Forward Deployed Agency

Insurance Priority Routing

Real-time call routing system integrated into website for instant high-value lead conversion.

Insurance · 2 weeks

The problem

High-value leads visiting the brokerage's website were slipping through the cracks. Existing forms required follow-up days later, creating lost opportunities.

What we built

We built a real-time call routing system directly integrated into the website. When a visitor met high-value criteria, they were instantly prompted to request a call, connecting them with an agent within seconds.

Results

Increased conversion rates on priority leads, improved customer satisfaction through instant response, and gave brokers actionable insights into lead quality.

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← All work

Email hello@fordea.io and we'll talk it through.