Live in 7 days Zero technical experience required Built for independent insurance agencies
Every shared lead called, qualified, and quoted first.
EverQuote, QuoteWizard and SmartFinancial sell the same lead to four agencies — and 78% of the time, the first caller wins the deal. Omni dials every vendor lead within minutes, 24/7, qualifies coverage and renewal date, and books the bind call before the next agent picks up.
Workflow cards, timing, ratings, revenue examples, and customer names on this page are illustrative unless a linked case study identifies the source. Actual launch timing and outcomes depend on scope and approvals.
Team AI Operations Platform
Your AI lead desk, not just an auto-dialer
Omni captures vendor leads, web forms and inbound calls, asks the qualifying questions — coverage, current carrier, renewal date — routes hot bundles to the right producer, kicks off follow-up and delivers a clean quote brief — Capture, Qualify, Route, Follow up. Want the AI lead desk mapped to your agency? Drop your number and hear it live.
"If you don’t have an AI strategy, you’re going to die in the world that’s coming."
Devin Wenig · Former CEO, eBay · public remarks
The hidden cost of a shared lead nobody calls without Omni
One evening and one morning at an independent agency — six leads, six leaks, and every one of them shared with four other agencies that might call first.
The quoting engine. Every lead. Centered on your book.
Automated lead calling and bind scheduling built for independent agencies — every vendor lead dialed within minutes, qualified against your carrier appetite, routed to the right producer. Working every minute of every day, not just when the office is staffed.
We’ll help you map the first workflow around your business.
Omni agents. Always dialing. Always quoting. Every night.
A typical week on Omni runs hundreds of small actions across your lead feeds, your web forms, your producers' calendars and your book. Here's what that looks like in plain English: leads called, quotes sent, policies bound.
01 · What we captured last week
Ten real leads. Ten first calls.
Live · 142 leads called in the last 7 days
Time
Component
What happened
What it meant
02 · Proof in the field
Revenue recovered for businesses like yours.
Different states, different carriers — the same three plays keep recovering premium. Below: how each one turns into bound policies on your book.
Case AWeek-one recovery
Recover the premium hiding in your lead feed.
The Speed-to-Lead Agent takes over the vendor feeds on day one. Every lead that used to age overnight — evening, weekend, mid-renewal-season — gets called, qualified and booked while the shopper is still on the comparison site.
Hargrove Insurance Group· Auto + Home
The problemEvening vendor leads aging until morning
What we installed24/7 speed-to-lead calling
Time to first bindWeek one
Contact rate sinceevery lead called
Premium recovered in week 1$11,200
Case BStable pipeline
Turn monoline quotes into multi-policy households.
The Scheduler stacks bind calls back-to-back on producer calendars, and the CRM keeps every household on a cross-sell rhythm — so one-line auto quotes settle into bundled, multi-policy households.
Lakeshore Insurance Partners· Bundles
The problemLeads quoting with whoever called first
What we installedSpeed-to-lead + bind scheduling
First week6 bundles bound
Running now9 cross-sell cadences
Pipeline statusFull & first
Case CZero-latency capture
Capture after-hours shoppers instantly.
Every evening and weekend lead is called the moment it arrives and logged on the dashboard — a 24/7 lead desk without hiring a single SDR.
Sterling Ridge Insurance· Commercial
The problemEvening leads stone cold by morning
What we installedZero-latency lead calling
Contact rate sinceevery lead inside 5 minutes
SDRs hiredZero
Premium pipeline added$400K+
03 · The learning curve
The longer Omni dials, the less each bound policy costs.
Every called lead teaches the system your carrier appetite, your zips and your qualifying rules. Cost per bound policy falls while household lifetime value climbs — rated 4.9/5 by 87 owners.
Cost per bound policy Average household lifetime value
Cost per booked engagement
$0
down from $84 in month one
Average client lifetime value
$0
up from $2,850 in month one
What this means in plain English
By month 12, every bound policy costs $19. It was costing $84 in month one. Your lead spend isn't shrinking — the system just got better at calling and qualifying the leads worth quoting.
Why this happens
Every called lead teaches the next one. Good weeks teach the system your carrier appetite, your zips and your qualifying rules — and it repeats the good weeks.
Your numbers move with you
Seamless data migration from the systems you already use.
04 · One real call
Marcus. 6:01 PM. An auto + home bundle lead, current carrier expiring at renewal. Called back in 38 seconds — then a bound household.
One shared lead's path through the platform, called while three other agencies let it sit. At every step: which agent made it work, and what would have happened without it.
What owners tell us.
Principals and producers across auto, home, life and commercial, talking about what changed when Omni took over their lead follow-up.
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Pricing
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