Life agency book expansion
An existing policyholder with a coverage gap, primed for a cross-sell review and a referral follow-up.
Step 1: Signal
Referral received
A current client referred a family member or colleague.
Step 2: Intelligence
Intent 57, opportunity 70, engagement 74
Priority medium. Intent level Engaged. Scoring is deterministic from a centralized configuration.
Step 3: Recommendation
Schedule Call
Maintain momentum with a timely follow-up.
Step 4: Policy and consent
Policy cleared every action
Every planned action passed consent, quiet hours, and vertical sensitivity checks.
Step 5: Workflow
Now2 executed, 0 blocked, 0 escalated
Place Voice Call executed in simulation.
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Scenario story
Signal created
Referral received from web form.
Signal classified
Intent classified as Engaged with an intent score of 57.
Opportunity identified
New life policy with an opportunity score of 70.
Workflow generated
Standard follow-up workflow. 2 actions planned.
Actions executed
2 executed, 0 blocked, 0 escalated. Nothing was sent.
Outcome generated
Email Opened: Email was delivered and engagement is inferred from intent.
Revenue attributed
INFLUENCED attribution of 567 gross influence.
Scores
Recommended actions
Schedule Call
Maintain momentum with a timely follow-up.
Detected opportunities
Service Revenue Opportunity
Vehicle service is due, indicating recurring service revenue
Offer a service appointment with a reminder
Sales Opportunity
A new lead entered the system
Respond quickly to qualify the lead
Risk indicators
No active risk indicators.
Workflow simulation
Standard follow-up workflow
Trigger: EMAIL_CLICK (intent 57, opportunity 70)
Action graph
Place Voice Call
Open the conversation on the customer preferred channel.
Send Email
Fall back to email if there is no reply.
Policy decisions
Place Voice Call
Consent present, action allowed.
Send Email
Consent present, action allowed.