How we capture
Inside Cleons's insurance lead capture flow
Every lead enters through a policy‑aware, insurance‑smart funnel that automatically qualifies them before they ever talk to an agent.
- 01
Entry point
Landing pages for 'Renew my policy,' 'Get liability insurance,' 'Employee benefits,' or 'Personal insurance.' Dynamic forms shift based on insurance type and buyer intent.
- 02
Smart qualification
Questions like 'Are you due for renewal in the next 1–3 months?', 'What coverage are you buying/renewing?' (liability, personal, group, umbrella, cyber), and 'Number of employees / business size.'
- 03
AI‑driven scoring & routing
Each lead is scored High‑intent, Warm‑look‑later, or Not‑right‑now. High‑priority leads are routed to the right agent or team and synced to your CRM/AMS.
- 04
Compliance‑ready capture
Consent language, opt‑in tracking, and data‑privacy safeguards built into every field.
Sample · Desktop capture
Renewal‑aware forms, policy‑first design.
Every field is mapped to an insurance attribute — coverage line, renewal date, business size, prior carrier — so segmentation starts the moment a prospect hits submit.
Sample · Mobile capture
Built mobile‑first for paid ad funnels.
80% of insurance shoppers click in from a phone. Cleons capture pages load in <1s, autofill where allowed, and tag UTM, ad, and creative for full attribution.
Trusted by insurance & broker companies nationwide
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.