Jordan Brooks

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

Vertical

insurance

Scores

Intent 29 ; Opp 70 ; Eng 62

Consent

Consent granted

Revenue impact

$242 attributed

Activity timeline4 of 28 events

Filter events

All Business Audit AI and review Workflow Revenue

Policy renewal
Jun 1, 1:31 AM
Opportunity: Stage: engaged
Coverage inquiry
May 29, 8:11 PM
Signal: Policyholder opened and clicked a coverage review prompt.
Customer reply
May 29, 8:11 PM
Communication: Customer engaged with the simulated outreach.
Missed agent call
May 29, 7:11 PM
Signal: Policyholder missed a scheduled agent call.

Jordan Brooks

insurance

Prefers sms

sms

Consent granted

voice

Consent granted

Recent signals

Coverage inquiry
Missed agent call

Active opportunity

Policy renewal

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent29

Opportunity70

Engagement62

Medium priority

Engaged

Workflow runs

Standard follow-up workflow

2 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Influenced

$242

The workflow moved the opportunity forward.

60%

Opportunities

Policy renewal

Jordan Brooks

$692

Intent score58

Insurance desk143d ago

Engaged