Insurance & Roofing

Stop losing leads to slow follow-up

Automated lead management built for insurance agents and roofing contractors — instant text-back, a 7-touch follow-up sequence, and appointment booking that runs while you're on a job or a call.

Dispatch / Live001
30 secAverage response time
7-touchAutomated sequence
14-dayFollow-up window
24/7Never miss a lead
The Problem

Missed calls are quietly costing you jobs

Case File / 01 — Response Time
Most

leads that hit voicemail never get a same-day callback while you're with clients or on a job site.

Case File / 02 — Callback Delay
Hours

go by before most missed calls get returned. By then the homeowner has already called other companies.

Bottom Line
Real jobs

walk away every month from leads that went cold while you were busy doing the work you were actually hired for.

The System

Automated follow-up that runs around the clock

While you're on calls, at appointments, or on a roof — the system is working the lead.

Module 01

30-second response time

When you miss a call, we send an instant text: "Sorry I missed you — want to grab 15 minutes this week?" with a booking link attached. Most leads book within two minutes.

Missed call · 3:41 PM
Sorry we missed you — grab 15 min this week? [book here]
SENT IN 0:28 · DELIVERED
Module 02

7-touch sequence over 14 days

Every lead gets text, email, text, email — fully automatic. You never have to remember to follow up, and the sequence keeps working the leads that would otherwise have gone cold.

D0SMS
D3EMAIL
D5SMS
D7EMAIL
D14EMAIL
Module 03

Calendar integration & reminders

Leads book directly on your calendar. Automated reminders 24 hours and 2 hours before the appointment cut no-shows nearly in half.

24 hr out Reminder sent
2 hr out Reminder sent
Show rate 85%
Module 04

Automatic quote follow-up

After you send a quote, the system follows up automatically three days later, then seven days later. No more deals quietly dying in the pipeline.

Quote sent
Day 3 follow-up
Day 7 follow-up
Closed won
Built For

Insurance agents & roofing contractors

Trade / Insurance

Insurance Lead Management

  • Auto, home, life, health, and business lines
  • Multi-carrier quote management
  • Consultation booking & reminders
  • Policy renewal automation
  • Review request workflows
Trade / Roofing

Roofing Lead Management

  • Inspection booking automation
  • Estimate follow-up sequences
  • Storm lead management
  • Job completion workflows
  • Review & referral automation

Also works for HVAC, plumbing, solar, and other home service businesses.

Rollout

From lead to client in three steps

We handle the setup, you handle the sales.

1

Setup — Week 1

  • We build your custom system
  • Import your existing leads
  • Customize all messaging
  • 30-minute training call
2

Go Live — Week 2

  • System activates
  • Leads start flowing
  • Automated follow-up begins
  • You see the real-time pipeline
3

Scale — Ongoing

  • Monthly optimization
  • Performance reports
  • Template updates
  • Continuous improvement
The System

What the system handles for you

Every lead, every follow-up, without you lifting a finger.

30 sec
Missed-Call Response

Every missed call gets a text back within 30 seconds, before the homeowner dials the next company on Google.

2x
Appointment Reminders

Reminders at 24 hours and 2 hours before every appointment, so fewer no-shows eat your schedule.

14 days
Automated Follow-Up

A 7-touch text and email sequence works every lead and quote, so nothing quietly goes cold.

Built on the same automation platform used by thousands of home-service businesses.

Pricing

Simple, transparent pricing

No hidden fees. No long-term contracts.

Rapid Response

$497 setup
+ $397 / month

The core missed-call recovery system.

  • Missed call text-back automation
  • Appointment booking & reminders
  • Lead pipeline & tracking
  • Monthly support
Book Your Demo
Questions

Frequently asked questions

5–7 days from contract signing to go-live. We build everything, customize it to your business, and train you on how to use it.

No. The system works with phone calls, referrals, any lead source. We can build you a simple landing page if needed.

This replaces your CRM. Everything in one place — leads, follow-up, pipeline, calendar. Much simpler than piecing together multiple tools.

Absolutely. We dial in the exact wording during setup, and you can tweak it anytime. It's your voice, automated.

The monthly service comes with a 30-day money-back guarantee. If it's not working for your business in the first month, that month is refunded. The setup fee covers real build work and is non-refundable.

Yes — HVAC, plumbing, solar, electricians, painters, any home service or professional service business. Book a demo to discuss your specific needs.

Ready to stop losing leads?

Book a free 15-minute demo. See the system in action — no pressure, no obligation.

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