Tara Okafor

Customer intelligence record with a unified activity timeline served from the database.

Vertical

insurance

Scores

Intent 56 ; Opp 78 ; Eng 54

Consent

Consent granted

Revenue impact

$467 attributed

Activity timeline5 of 28 events

Filter events

All Business Audit AI and review Workflow Revenue

Renewal approaching
May 29, 8:19 PM
Signal: An active policy renewal is due within two weeks.
Policy renewal
May 29, 8:19 PM
Opportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:19 PM
Detected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Service Revenue Opportunity
May 29, 8:19 PM
Detected opportunity: Vehicle service is due, indicating recurring service revenue (72% confidence)
Quote requested
May 29, 7:19 PM
Signal: Prospect requested an auto and home bundle quote.

Tara Okafor

insurance

Prefers sms

sms

Consent granted

voice

Consent granted

Recent signals

Renewal approaching
Quote requested

Active opportunity

Policy renewal

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent56

Opportunity78

Engagement54

Medium priority

Purchase Intent

Workflow runs

High intent purchase follow-up

3 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Prevented loss

$467

Routing to a human reduced the risk of losing the opportunity.

55%

Opportunities

Policy renewal

Tara Okafor

$1,555

Intent score58

Insurance desk145d ago

Contact Attempted