Five things, built in the order an agency actually needed them.
Calling runs on Twilio inside the tab — nothing to install, no desk phone, no second telecom vendor. The power dialer rings three lines at once and the first pickup wins the agent's attention; the rest drop off quietly. Outcomes are logged as fast as an agent can say them.
Texts leave from the agent's own number and email from the agent's own connected mailbox. A client hears from the person they already know rather than from a platform — which is a decision about how the business sounds, not a technical detail.
Sequences keep working a lead after the first call: rule-based automations, AI text follow-ups in the agent's voice, and AI voice calling to keep the list moving. Every send is logged, quiet hours are checked before each one, and a reply that reads as an opt-out is honored whether or not it uses the word STOP.
Lead, client, policy and every call, text and email against them sit on one record. Pipelines are drag-and-drop, and the lead vault dedupes an import against the whole agency before a single lead goes out to an agent.
Spend, leads, policies and written premium roll up per lead source, so the question stops being which source felt good and becomes which one returned the money. Telephony cost is metered per event rather than estimated.
