Felix Park

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

Vertical

insurance

Scores

Intent 55 ; Opp 78 ; Eng 52

Consent

Consent granted

Revenue impact

$538 attributed

Activity timeline4 of 31 events

Filter events

All Business Audit AI and review Workflow Revenue

Quote requested
May 29, 8:07 PM
Signal: Prospect requested an auto and home bundle quote.
New policy
May 29, 8:07 PM
Opportunity: Stage: contact-attempted
Sales Opportunity
May 29, 8:07 PM
Detected opportunity: Customer requested an estimate, a direct buying signal (88% confidence)
Missed agent call
May 29, 7:07 PM
Signal: Policyholder missed a scheduled agent call.

Felix Park

insurance

Prefers sms

sms

Consent granted

voice

Consent granted

Recent signals

Quote requested
Missed agent call

Active opportunity

New policy

Last action

Generated by simulation (145d ago)

IntelligenceFull profile

Intent55

Opportunity78

Engagement52

Medium priority

Purchase Intent

Workflow runs

High intent purchase follow-up

3 executed, 0 blocked

Completed

Revenue impactFull story

Attribution

Prevented loss

$538

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

55%

Opportunities

New policy

Felix Park

$1,794

Intent score58

Insurance desk145d ago

Contact Attempted