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Growth PredictionsRevenue & NAPSIG AI AdvisorTalent & AttritionFollow-up & RoutingTask Auto-AssignRisk & UnderwritingLapse Prevention
SIG AI Engine Ready

SIG AI Follow-up & Task Routing

SIG AI Advisor94.8% Match Accuracy

Prioritizes high-intent policyholders and prospective clients, automatically assigning follow-up tasks to the licensed advisor best qualified to close.

Pipeline Value at Stake
$86,150NAP

Across 8 prioritized client opportunities

Urgent Follow-upsSLA < 3h
2immediate actions

Expiring term privileges & inbound calls

Pending Auto-Assignment
4unrouted

Optimal advisor matches ready to dispatch

Avg Close ProbabilityAI Projected
70%+14% vs unguided

When scripted talking points are deployed

Advisor Task Routing Roster & Live Capacity

Auto-routing balances state license, product skill, and open queue load
William Jackson68% win
TX, FL, CA
Tasks:4/12
William Moore64% win
TX, IL, GA
Tasks:4/12
Thomas Gonzalez62% win
FL, NC, NY
Tasks:3/10
Margaret Sanchez58% win
IL, IN, WI
Tasks:5/12
William White71% win
GA, FL, SC
Tasks:2/10
Daniel Ramirez51% win
AZ, NV, CO
Tasks:3/10
Christopher Jackson65% win
OH, PA, MI
Tasks:6/15
98Urgent

Karen & Matthew Jones

Dallas, TXExisting Policyholder
Indexed Universal Life (IUL)·Lincoln Financial·$14,500 NAP·Win Prob: 84%

Signal: Term 10-Yr Conversion Privilege expires in 11 days. Client visited IUL retirement calculator 4x this week.

SLA: Within 2 hours
95Urgent

Jennifer Anderson

Miami, FLInbound Inquiry
Fixed Index Annuity (FIA)·Pacific Life·$18,750 NAP·Win Prob: 79%

Signal: Requested Annuity Illustration on portal ($250k IRA rollover). Viewed Pacific Life indexed floor comparison twice.

SLA: Within 3 hours
91High

Michael & Jennifer Williams

Chicago, ILProspective Lead
Term Life·Corebridge Financial·$6,800 NAP·Win Prob: 72%

Signal: Submitted quote form yesterday; newborn infant arrival 6 weeks ago. Opened digital email quotation 3 times in 24 hours.

SLA: Today before 4:00 PM
Margaret Sanchez(Auto-Assigned)
88High

Linda Rodriguez

Atlanta, GAOrphan Policyholder
Final Expense·Mutual of Omaha·$3,200 NAP·Win Prob: 88%

Signal: Policy premium check returned; address change filed. At risk of lapse if not re-engaged within 30-day carrier grace window.

SLA: Tomorrow before 12:00 PM
William White(In Progress)
86High

Matthew & Susan Lopez

Houston, TXExisting Policyholder
Key Person Life·Pacific Life·$22,400 NAP·Win Prob: 66%

Signal: Commercial logistics firm closed Series A funding ($4M). Corporate registry cross-check flagged urgent Key Person buy-sell coverage need.

SLA: Within 24 hours
78Medium

Daniel Robinson

Phoenix, AZProspective Lead
Indexed Universal Life (IUL)·Lincoln Financial·$5,100 NAP·Win Prob: 54%

Signal: Attended SIG online retirement estate webinar on Thursday. Downloaded estate taxes probate PDF guide.

SLA: Within 48 hours
Daniel Ramirez(Auto-Assigned)
74Medium

Margaret Johnson

Columbus, OHInbound Inquiry
Term Life·Corebridge Financial·$2,800 NAP·Win Prob: 61%

Signal: Purchased new single-family residence ($380k mortgage) 3 weeks ago; submitted mortgage protection postcard form.

SLA: Within 24 hours
69Low

Mark Hernandez

Charlotte, NCExisting Policyholder
Fixed Index Annuity (FIA)·Pacific Life·$12,600 NAP·Win Prob: 59%

Signal: Reached age 73 RMD threshold next month. Needs tax-efficient distribution strategy into an asset-based LTC rider.

SLA: Within 5 days
Thomas Gonzalez(Contacted)