Customer signals

Inbound events that indicate revenue intent or risk. Each signal carries a recommended next action and a consent status.

new lead43estimate request39service due32recall opportunity31missed call25email engagement25appointment cancellation15consultation request10

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Most recent Priority

Signal type

All New lead Missed call Service due Recall Estimate Consultation Appointment cancel Email

Priority

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Showing 15 of 27 signalsClear filters

Renewal approaching

Bianca Carter via web-form

High

An active policy renewal is due within two weeks.

Recommended next action

Quote follow-up

Suggested channel: Email

Consent granted

145d ago

Renewal approaching

Tara Okafor via web-form

High

An active policy renewal is due within two weeks.

Recommended next action

Quote follow-up

Suggested channel: Email

Consent granted

145d ago

Quote requested

Renee Petrov via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Quote requested

Renee Espinoza via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Quote requested

Hannah Hale via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Quote requested

Diego Espinoza via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Coverage inquiry

Priya Chen via web-form

High

Policyholder opened and clicked a coverage review prompt.

Recommended next action

Quote follow-up

Suggested channel: Email

Consent granted

145d ago

Quote requested

Sofia Ramirez via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Renewal approaching

Linda Park via web-form

High

An active policy renewal is due within two weeks.

Recommended next action

Quote follow-up

Suggested channel: Email

Consent granted

145d ago

Coverage inquiry

Jordan Brooks via web-form

High

Policyholder opened and clicked a coverage review prompt.

Recommended next action

Quote follow-up

Suggested channel: Email

Consent granted

145d ago

Renewal approaching

Paloma Nair via web-form

High

An active policy renewal is due within two weeks.

Recommended next action

Quote follow-up

Suggested channel: Email

Consent granted

145d ago

Coverage inquiry

Maya Holloway via web-form

High

Policyholder opened and clicked a coverage review prompt.

Recommended next action

Quote follow-up

Suggested channel: Email

Consent granted

145d ago

Renewal approaching

Russell Reyes via web-form

High

An active policy renewal is due within two weeks.

Recommended next action

Quote follow-up

Suggested channel: Email

Consent granted

145d ago

Quote requested

Felix Park via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago

Quote requested

Paloma Silva via web-form

High

Prospect requested an auto and home bundle quote.

Recommended next action

Quote follow-up

Suggested channel: SMS

Consent granted

145d ago