Insurance lead generation funnels that qualify, quote and follow up automatically
involve.me is the AI quiz funnel builder with built-in email automation, built for insurance businesses where every policyholder is worth thousands of dollars. Perfect for insurance agents, brokers & agencies.
🔒 SOC 2 Type II — 🇪🇺 GDPR compliant
Try a live insurance funnel on this page
Get inspired and make the template yours. Build quizzes, assessments, calculators, product recommendation flows, landing pages and forms from the same editor.
All you need to generate qualified insurance leads
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01 AI Agent
Describe your insurance business and the policies you sell. The AI Agent builds the branded lead gen funnel, the scoring logic and the outcome pages for you.
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02 Email automation
Trigger automated email sequences based on score, answers & more: hot leads get your calendar link, warm leads get nurtured until they book. No separate email tool needed.
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03 Built-in CRM
Every lead lands as a contact with their score, their answers, and the coverage they asked about. Filter by policy type or renewal date and hand the hot ones to a producer.
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04 Integrations
Push qualified leads into HubSpot, Salesforce or ActiveCampaign. 60+ integrations, plus Zapier and webhooks for your agency management system.
Stop losing visitors
Visitors read a page and leave. Give them a 60-second product finder and they'll hand over their details.
Turn leads into policies
Follow-up starts the second they finish and keeps going until they book. No lead sits waiting.
No more ghost calls
Wrong state, wrong risk or just browsing? Scoring catches it before anyone picks up the phone.
SOC 2® Type 2 audited and GDPR-compliant by design
6 ways insurance businesses use involve.me
Six funnels insurance businesses use to attract prospects, qualify opportunities, recommend coverage, and automate follow-up.
Insurance product finder
Guide prospects to the right coverage based on their needs. Show a personalized recommendation and send each lead into the appropriate follow-up sequence.
Insurance quote calculator
Collect the information needed to provide an estimated premium or coverage range. Gate the result with a contact form, then send the submission to your CRM.
Lead qualification funnel
Assess prospects' eligibility, urgency, coverage needs, and value. Route qualified leads to the right agent, and automatically nurture those who are not ready.
Pre-call insurance assessment
Gather policy details, coverage priorities, and relevant personal or business information before a consultation. Agents arrive prepared and can spend the call discussing the most suitable options.
Claims intake form
Let policyholders submit claim details, supporting documents, and contact information through a guided form. Send the completed submission to the appropriate team for faster processing.
Policy & renewal assessment
Help existing clients review whether their current coverage still matches their needs. Identify renewal opportunities, coverage gaps, and relevant cross-sell opportunities, then trigger personalized follow-up.
The insurance lead generation library
Insurance lead generation FAQ
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The highest-converting approach is a quiz funnel on your own website: a product finder or rate calculator that gives the visitor a useful answer in exchange for their contact details. It qualifies the lead while capturing it, so your first call already knows the prospect's needs.
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A short interactive quiz that asks about coverage needs, scores the answers, shows a personalized recommendation and starts an automated email follow-up. involve.me builds all four steps in one funnel.
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Yes. Formula fields calculate estimates from any combination of answers, so a visitor sees an instant number before they submit. The estimate page is where most calculators capture the lead.
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Email automation is built in, so you can run the whole follow-up journey without another tool. If you already pay for a separate CRM or email marketing tool, the Connect tab syncs every lead with its answers and score to HubSpot, Salesforce, ActiveCampaign and 60+ more integrations.
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Yes. involve.me is SOC 2 Type II audited and GDPR compliant, blocks junk submissions and collects zero-party data your prospects give you knowingly.