Insurance Advisors
Quote-ready policyholders who actually answer the phone.
Inkris funnels attract Canadian homeowners and business owners who are actively comparing coverage. We replace stale data lists with conversations booked on your calendar, complete with policy renewal dates, coverage gaps, and preferred communication channel. Advisors stay focused on advising, not chasing down basic information.
Lead delivery designed for insurance workflows
Every lead is verified by our QA team and matched to your brokerage’s licensing provinces. We capture existing carrier, renewal date, desired coverage, and any prior claim issues so you can quote faster. Prospects receive a branded pre-call briefing and SMS reminders to reduce no-shows, while your team receives instant CRM tasks and automation sequences to follow through.
If the prospect is unreachable or the details don’t align with your appetite, you can request an automated replacement directly inside Inkris—no support ticket, no wait.
Coverage categories we support
- Auto & Home Bundles: Cross-sell opportunities with vehicle details, renewal dates, and current premium ranges logged in the CRM.
- Life & Living Benefits: Capture intent signals for term, whole life, critical illness, and disability plans, including beneficiary and underwriting triggers.
- Commercial & Professional Liability: Reach business owners searching for refreshed coverage, with revenue, employee, and location data verified.
- Tenant & Condo Insurance: High-volume consumer programs with automated renewal reminders and referral sequences built in.
Retention and referrals built in
Beyond the first quote, Inkris automates renewal touchpoints and cross-sell campaigns. When a homeowner binds a policy, trigger review prompts that boost your Google visibility and feed the top of your funnel. Referral journeys invite satisfied clients to introduce their network, amplifying the impact of every lead you receive.