Hot Transfers · Exclusive Leads · AI Outreach

Insurance leads, delivered hot.

Cleons Insurance Lead Capture Systems is the exclusive lead‑capture, Hot Transfer, and AI Smart Outreach platform built for agencies that sell renewals, liability, personal, and group insurance.

3–5 days
Average setup
100%
Exclusive leads
<60s
Hot transfer time
30–90 day
Renewal window
Voice Explainer · 40 sec

Hear how Cleons fills your pipeline.

Tap play for a narrated walkthrough — synced captions for accessibility.

Click to playCleons Team · Narration

Live Transcript

  • Welcome to Cleons Insurance Lead Capture Systems.
  • We help insurance brokers and agencies capture qualified, renewal-ready leads — every single day.
  • With Hot Transfers, our team pre-qualifies prospects and connects them live to your agents within seconds.
  • Our Exclusive Leads are sold once — never recycled — so you compete on service, not speed.
  • AI-powered email and LinkedIn outreach keeps your pipeline warm across the US, ANZ, UK, and Singapore.
  • Ready to grow? Let's talk. Email hello@cleons.net or book a demo today.

Trusted by insurance & broker companies nationwide

Insurance agency client logosBroker partner logos: Sterling, Helix, Coastline, Pinegrove, Summit, Ironbridge

Most agencies drown in leads that never convert. Cleons flips the script.

Hot Transfers connect you to a prospect on the line in under a minute. Exclusive Leads are sold to you and only you. AI Smart Outreach keeps the conversation going across email and LinkedIn.

AI‑driven Smart Outreach

Personalized email + LinkedIn sequences that adapt to policy type, renewal window, and prospect behavior — fully automated.

Email LinkedIn SMS

Hot Transfers

Live, qualified prospects routed to your agents in <60 seconds.

Exclusive Leads

Sold to you only — never shared with three other agencies down the street.

Renewal‑intent scoring

Surfaces 30–90 day renewal windows automatically so reps focus on ready‑to‑close conversations.

Unified pipeline

Native sync to your CRM/AMS — web, ads, WhatsApp, SMS, and calls in one clean view.

Product tour · Pipeline

Every renewal, on one screen.

A live pipeline tuned for insurance: renewal‑intent score, days to renewal, coverage type, and the next AI‑suggested touch — all ranked so your team works the right lead first.

  • Renewal‑intent score 0–100
  • 30 / 60 / 90 day windows auto‑flagged
  • Native CRM + AMS sync
  • Compliance‑aware capture (TCPA, opt‑in)
Cleons Insurance pipeline dashboard showing renewal-intent scores and charts

Hot Transfer

Real prospects. On the line. Right now.

We pre‑qualify the lead, confirm intent, and warm‑transfer the call to an available agent — usually in under a minute. No dialing, no chasing, no cold opens.

<60s

Transfer time

3‑pt

Pre‑qualification

24/7

Coverage

Get live transfers
Cleons Hot Transfer live call dashboard UI
Glowing envelope representing an exclusive insurance lead

Exclusive Leads

Sold to you. Never resold.

Tired of racing four other agencies to the same lead? Every Cleons Exclusive Lead is delivered to one agency only — yours. Insurance line, geography, and policy filters are yours to set.

  • 1 lead = 1 agency
  • Filter by line & state
  • SLA‑backed delivery
  • Replace‑on‑invalid policy

Samples

What it looks like in production.

Real screens from the Cleons platform — capture pages, sequence builders, and live dashboards.

Sample insurance lead capture form with renewal date and coverage selectors

Sample · Capture page

Renewal‑aware capture form

Branded landing pages with policy, renewal, and coverage fields pre‑built for insurance.

Smart Outreach sequence builder with branching email and LinkedIn nodes

Sample · Sequence builder

Multi‑channel AI sequences

Email + LinkedIn + SMS nodes that adapt to prospect behavior in real time.

Insurance agents on calls in a modern office

Built for producers

Your agents will spend less time dialing — and more time closing.

"We replaced two lead vendors with Cleons. Hot transfers alone paid for the platform in the first month."
VP Sales, Independent Brokerage
"The renewal‑intent scoring is the difference between chasing and closing. Our agents focus on ready‑now conversations."
Director, Commercial Lines
"Exclusive leads + LinkedIn sequences = our highest‑converting group benefits pipeline ever."
Head of Growth, Benefits Group

The Cleons difference

Insurance‑specific intelligence, end to end.

Auto
Home
Liability
Cyber
Group benefits
Commercial
  • 01Pre‑built field library for policy type, renewal date, coverage, and risk profile.
  • 02Renewal‑intent scoring engine that surfaces 30–90 day windows automatically.
  • 03Hot Transfers and Exclusive Leads — never shared, always pre‑qualified.
  • 04Multi‑channel capture across web, ads, WhatsApp, and SMS — unified.
  • 05Native sync to your CRM/AMS and Smart Outreach sequences.

How it works

From click to closed — four steps.

01

Capture

Branded forms, ads, WhatsApp & SMS.

02

Qualify

Renewal & intent scoring engine.

03

Transfer

Hot, live‑agent call routing.

04

Nurture

AI email + LinkedIn sequences.

Insurance broker team reviewing policy with clients in sunset‑lit office

Who we work with

Cleons partners with insurance and broker companies hunting qualified leads.

From independent brokerages to multi‑carrier agencies and MGAs, Cleons is built for revenue teams that need real, renewal‑ready prospects — not recycled lists. Every lead is policy‑aware, compliance‑safe, and matched to your specialty.

Insurance carriers

Direct writers building qualified renewal pipelines and capturing cross‑sell opportunities.

Independent brokers

Multi‑carrier brokers who need exclusive, pre‑qualified leads — never resold.

Commercial agencies

Liability, cyber, and group benefits teams targeting SMB and mid‑market accounts.

MGAs & wholesalers

Wholesale partners who need clean intake forms and routing into producer networks.

LinkedIn lead profile

The exact business insurance prospect your team is hunting.

Cleons surfaces decision‑makers actively reviewing commercial auto, GL, cyber, and group benefits — enriched from LinkedIn, web, and renewal‑signal data. Here's a sample profile and the live response they sent back to our sequence.

Renewing in 45 daysCommercial AutoGeneral LiabilityDecision maker120 employeesFreight & Logistics
Prospect response · Inbound reply

Marcus Reyna · COO, Westline Logistics

"Honestly, your timing's perfect. Our broker hasn't called us since we added the new fleet. I'd take a 15 min on Thursday — send a calendar link and bring the commercial auto + GL bundle you mentioned."

Auto‑routed to producer · Hot Transfer scheduled
Sample LinkedIn‑style profile of Marcus Reyna, COO at Westline Logistics, with insurance qualification tags

Sample email sequence

What a Smart Outreach cadence looks like in your CRM.

Real, insurance‑aware copy generated for a freight prospect named Marcus Reyna (COO, Westline Logistics) — renewing in 45 days. Cleons writes, schedules, and personalizes every touch in your voice.

  1. Touch 1 · Day 0Auto‑send

    Quick question about your June renewal, Marcus

    Saw Westline Logistics is up for renewal in 45 days. We've helped 3 freight carriers your size cut commercial auto premiums 18–22% — open to a 10‑min look?

  2. Touch 2 · Day 3Auto‑send

    Westline added 12 trucks — coverage check?

    Noticed you've grown the fleet 11% YoY. Most policies don't auto‑scale, which can leave gaps on cargo + GL. Want me to send a quick coverage audit?

  3. Touch 3 · Day 7Auto‑send

    3 carriers your size are switching this quarter

    Here's why: bundled GL + auto, fleet‑telematics discounts, and a 24/7 claims line. Worth a quick call before your June quote freezes?

  4. Touch 4 · Day 12Auto‑send

    Re: June renewal — last touch

    Closing the loop. If timing's off I'll circle back in Q3. If it's still on your radar, here's a calendar link — 10 minutes, zero pitch.

Cleons email sequence builder showing four numbered email cards

Sample call audio

Listen to a Hot Transfer in real time.

A 30‑second sample of how Cleons qualifies, confirms intent, and live‑transfers a renewal‑ready prospect to your producer — under 60 seconds.

Hot Transfer · Westline Logistics

Tap play · 00:30 sample

Live routing00:00 / 00:30

Call transcript

  • 00:00

    Cleons SDR

    Hey Marcus — quick one. Your fleet just added 12 trucks. Are your commercial auto limits still right?

  • 00:08

    Marcus (Westline)

    Honestly, no. Our broker hasn't called us since March.

  • 00:14

    Cleons SDR

    Got it. I have a producer on the line who specializes in freight — can I transfer you live for 5 minutes?

  • 00:21

    Marcus (Westline)

    Yeah, transfer me.

  • 00:23

    System

    🔥 Hot Transfer routed to: Producer #4 — Commercial Lines · ATL

Case studies

Insurance & broker teams winning with Cleons.

View all case studies →
Westline Logistics — Freight & Logistics case study
Freight & LogisticsUnited States

Westline Logistics

"Cleons replaced a stale broker pipeline with 42 renewal‑ready freight prospects in 60 days."

Commercial Auto · General Liability · Cargo. Hot Transfers averaged 47 seconds.+38% bound premium
Harbor Health Partners — Healthcare Group case study
Healthcare GroupANZ · Sydney

Harbor Health Partners

"Group benefits enrollment leads doubled — every lead was exclusive, not resold."

Group health · Workers' comp · Cyber. LinkedIn + email sequence handled 312 HR contacts.2.1× lead volume
Stonebridge Build Co. — Construction case study
ConstructionUnited Kingdom · London

Stonebridge Build Co.

"Cleons profiled GCs renewing in Q3 and transferred them live to our liability desk."

Builders risk · GL · Umbrella. Smart Outreach booked 18 producer meetings in 4 weeks.−27% CPL
Axis Cyber Insurance — Tech & SaaS case study
Tech & SaaSSingapore

Axis Cyber Insurance

"Our cyber line went from cold lists to a real pipeline — exclusive, qualified, ours."

Cyber liability · E&O · D&O. AI sequences personalized to founder + CTO contacts.5.3× reply rate

Global coverage

Cleons works around the clock.

Producers and agencies in four regions — your leads get answered in‑timezone, every business day.

US · ANZ · UK · SG

United States

Atlanta · New York

Mon–Fri · 9–6 ET

ANZ

Sydney · Auckland

Mon–Fri · 9–6 AEST

United Kingdom

London

Mon–Fri · 9–6 GMT

Singapore

Singapore

Mon–Fri · 9–6 SGT

Turn your website into a renewal‑first lead engine.

See Hot Transfers, Exclusive Leads, and AI outreach inside one cohesive insurance‑first system.

Book your 15‑minute demo