Smart Outreach
Intelligent, insurance‑first lead nurturing.
Turn captured leads into qualified opportunities with AI‑driven data mapping, profiling, automated sequences, and targeted LinkedIn outreach.
Once leads are captured, Cleons's Smart Outreach system takes over with data‑smart, multi‑channel nurturing that feels human but scales like a machine.
Data mapping & profiling
We map captured lead data against policy type (renewal, liability, personal, group), business size, industry, renewal timing, and past engagement — building a rich profile so you don't treat everyone the same.
AI automation
Auto‑route leads to the right agent or team. Trigger follow‑up actions on behavior (opened 2 emails + clicked 'Get Quote'). Adjust cadence and channel based on response patterns.
Personalized email sequences
Dynamic templates referencing policy type ('renewing your general liability') and timeframe ('in the next 45–60 days'). Multi‑touch sequences (3–5 emails) tuned for insurance decision cycles.
LinkedIn marketing integration
Identify decision‑makers and HR contacts via LinkedIn‑aligned data. Coordinate email + LinkedIn so outreach feels like a cohesive conversation. Track engagement across channels to double down on hot leads.
Sequence builder
Visual sequences your producers actually use.
Drag, drop, branch on behavior, A/B test subject lines, and let the AI rewrite cold openers in your agency's voice — all without leaving the lead record.
LinkedIn + Email
One conversation, across every channel.
Decision‑makers, HR contacts, and CFOs live on LinkedIn — and they check email. Cleons coordinates both into a single cadence so reps never double‑touch or contradict.
From outreach to Hot Transfer
When a prospect raises their hand, we transfer them live — not days later.
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.
Book a Smart Outreach strategy session.
See how AI automation + LinkedIn‑aware sequences can lift your insurance conversion rate.
Book strategy session