Harbor One Capital doubled policy conversions in 6 weeks with automated follow-ups.
Before
Leads were coming in, and disappearing.
Agents at Harbor One were juggling quotes, callbacks, renewals, and new inquiries all at once, manually. Promising leads weren't hearing back fast enough. Callbacks were missed. Renewals slipped through. The team was busy but the conversion rate told a different story: too many people in the pipeline, not enough closing.
Slow Follow-Up
New leads waited hours, sometimes days, for a response. In insurance, that delay costs deals.
Missed Callbacks
Agents tracked callbacks in their heads and in scattered notes. Things fell off the list.
No Pipeline Visibility
There was no central view of where each lead stood. Renewals were happening (or not happening) in someone's inbox.
What We Built
Instant automated follow-up via SMS and email on every inbound lead
Automatic reminders for outstanding quotes and upcoming renewals
Centralized CRM with full lead status tracking and history
Agent activity routing, no lead sits unassigned
After
Every lead gets a response within minutes. Every time.
The moment a lead comes in, the system responds. SMS, email, or both. It schedules reminders for quotes and renewals automatically. Every lead lands in a centralized CRM with status tracking. Agents see exactly where every prospect is. They don't chase anymore, they just sell.
How It Works
Step by step
Lead Comes In
A new inquiry hits via website, phone, or referral.
Instant Response
Automated SMS and email goes out within 2 minutes, every time, even at midnight.
CRM Entry
Lead is logged automatically with source, status, and assigned agent.
Reminder Sequences
Follow-up reminders trigger based on no-response windows. Nothing falls off.
Renewal Tracking
Upcoming renewals are flagged and agents are prompted to re-engage before expiry.
Measured outcomes
The Results within 6 weeks
It's like we finally have a digital assistant that never forgets. Obliq Path made our entire process smoother. Our conversion rate speaks for itself.
Samuel Leye-Ige
Managing Director, Harbor One Capital
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