Leads Intelligence
Turn Opportunities Into Real Business
Give your team the insights to identify the right prospects, understand their needs, and prioritize the opportunities most likely to convert — all in one intelligent workspace.
Capture
Centralize and track all leads in one place
Enrich
Use AI to Research, Identify and Qualify opportunities
Prioritize
Focus on the right leads with AI Scoring
Convert
Move from prospect to customer with guided “next best action”.
Leads Intelligence
Turn Opportunities Into Real Business
Leads Intelligence helps teams identify, research and prioritize the right opportunities faster. Powered by AI and build on Microsoft, it gives your team the insights and workflows that enable them to focus on what matters.
 | AI Powered Insights Automatically research companies, uncover pain points, establish product fit and establish sales approach |
 | Centralized Lead Management Maintain a single centralized view of all lead data and activity |
 | Prioritization & Scoring Use AI scoring to focus on the highest value prospects and action the most efficient sales strategy |
 | Built for Insurance Teams Designed for MGA’s, Insurers and Brokerages with practical, real-world workflows |
A Smarter Way to Manage Your Pipeline
Get complete view of each lead including AI Enriched summaries, fit rating, opportunity sizing, pain points, proposed solutions and recommended next steps – all in one place.
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AI Research and Enrichment
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Automated Outreach Support
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Lead Scoring & Prioritization
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Activity Tracking & Notes
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Integrated WorkflowsIntegrated Workflows