HeyLeo's insurance chatbot collects the information your brokers need before a call: type of coverage sought, current provider, driver profile or property details, claims history, and desired premium range. Prospects self-qualify through a friendly conversational flow — no cold calls, no long web forms. Every completed lead is pushed instantly to your CRM with all fields structured and ready for your team to act on. Set up in minutes, no developer required.
24/7
Lead capture
100%
Structured data per lead
0
Manual data entry
HeyLeo collects coverage type, number of drivers, vehicle details, property size, claims history, and current provider in a natural conversation. Your brokers receive structured leads instead of blank enquiry emails.
Use HeyLeo's condition blocks to score prospects by their desired premium range, risk profile, or coverage needs. Route high-value leads to senior brokers and pass simpler enquiries to junior staff automatically.
No manual data entry, no CSV uploads. HeyLeo sends every completed insurance lead to HubSpot, Google Sheets, or LeadByte in real time, with all fields pre-mapped to your CRM properties.
Insurance prospects often research via mobile. HeyLeo's three-channel approach means your qualification bot is reachable as a website embed, a shareable link, or a WhatsApp Business conversation.
Define the coverage types you sell and the qualifying questions for each — auto, home, health, or business. Set up branching logic so each prospect sees only relevant questions.
Link HubSpot, Google Sheets, or LeadByte. Define routing rules that send high-premium leads to senior brokers and standard leads to your general queue automatically.
Embed on your landing page, share the link in your ad campaigns, or activate WhatsApp. Every prospect is qualified and their data is in your CRM before a broker makes contact.
HeyLeo can capture any field you define: coverage type, driver age and history, vehicle details, property size, claims history, current provider, renewal date, and desired premium range. All data is pushed to your CRM as structured fields.
Yes. HeyLeo's condition and switch blocks let you define routing rules based on any collected field — for example, routing leads with a desired premium above a threshold to your senior broker team automatically.
Yes. HeyLeo has a native LeadByte integration that delivers leads in real time, making it easy to distribute insurance leads across your broker network or sell them to third-party buyers.
Yes. HeyLeo includes a built-in OTP phone verification block. You can require phone confirmation before a lead is submitted to your CRM, filtering out low-quality or fraudulent enquiries.
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