Leads and the pipeline

The lead pipeline keeps each prospect’s contact details, requested coverage, status, notes, and next follow-up together. Use the board to see movement at a glance or the list to scan and update many records.

Open lead pipeline Import leads Open follow-ups

InsuranceAI lead pipeline board with lead cards and stage columns — The pipeline has a board and a list view with search and filters.

Keep going

Choose another guide or return to the help center.

All guides Next: Inbox, chat, and follow-ups