Features
Why Cleons's system is built for insurance
Insurance‑specific field library
Pre‑built fields for policy type, renewal date, coverage amount, employee count, and risk profile.
Renewal‑intent engine
Smart questions and scoring to surface prospects within 30–90 days of renewal.
Multi‑channel capture
Website, landing pages, ads, and direct messaging (WhatsApp/SMS) all flow into one system.
CRM/AMS & Smart Outreach sync
Sync lead scores, activities, and follow‑up actions into your existing stack.
Compliance‑ready capture & outreach
Consent language, opt‑in tracking, and TCPA‑style safeguards baked into every touchpoint.
No more unqualified leads. Just policy‑ready, renewal‑smart prospects moving through an intelligent funnel.
Pipeline
Renewal‑intent ranked pipeline
Hot Transfer
Live agent routing in <60s
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.