Hot Transfers · Exclusive Leads · AI Outreach

Insurance leads, delivered hot.

Cleons Insurance Lead Capture Systems is the exclusive lead‑capture, Hot Transfer, and AI Smart Outreach platform built for agencies that sell renewals, liability, personal, and group insurance.

3–5 days
Average setup
100%
Exclusive leads
<60s
Hot transfer time
30–90 day
Renewal window

Trusted by insurance & broker companies nationwide

Insurance agency client logosBroker partner logos: Sterling, Helix, Coastline, Pinegrove, Summit, Ironbridge

Most agencies drown in leads that never convert. Cleons flips the script.

Hot Transfers connect you to a prospect on the line in under a minute. Exclusive Leads are sold to you and only you. AI Smart Outreach keeps the conversation going across email and LinkedIn.

AI‑driven Smart Outreach

Personalized email + LinkedIn sequences that adapt to policy type, renewal window, and prospect behavior — fully automated.

Email LinkedIn SMS

Hot Transfers

Live, qualified prospects routed to your agents in <60 seconds.

Exclusive Leads

Sold to you only — never shared with three other agencies down the street.

Renewal‑intent scoring

Surfaces 30–90 day renewal windows automatically so reps focus on ready‑to‑close conversations.

Unified pipeline

Native sync to your CRM/AMS — web, ads, WhatsApp, SMS, and calls in one clean view.

Product tour · Pipeline

Every renewal, on one screen.

A live pipeline tuned for insurance: renewal‑intent score, days to renewal, coverage type, and the next AI‑suggested touch — all ranked so your team works the right lead first.

  • Renewal‑intent score 0–100
  • 30 / 60 / 90 day windows auto‑flagged
  • Native CRM + AMS sync
  • Compliance‑aware capture (TCPA, opt‑in)
Cleons Insurance pipeline dashboard showing renewal-intent scores and charts

Hot Transfer

Real prospects. On the line. Right now.

We pre‑qualify the lead, confirm intent, and warm‑transfer the call to an available agent — usually in under a minute. No dialing, no chasing, no cold opens.

<60s

Transfer time

3‑pt

Pre‑qualification

24/7

Coverage

Get live transfers
Cleons Hot Transfer live call dashboard UI
Glowing envelope representing an exclusive insurance lead

Exclusive Leads

Sold to you. Never resold.

Tired of racing four other agencies to the same lead? Every Cleons Exclusive Lead is delivered to one agency only — yours. Insurance line, geography, and policy filters are yours to set.

  • 1 lead = 1 agency
  • Filter by line & state
  • SLA‑backed delivery
  • Replace‑on‑invalid policy

Samples

What it looks like in production.

Real screens from the Cleons platform — capture pages, sequence builders, and live dashboards.

Sample insurance lead capture form with renewal date and coverage selectors

Sample · Capture page

Renewal‑aware capture form

Branded landing pages with policy, renewal, and coverage fields pre‑built for insurance.

Smart Outreach sequence builder with branching email and LinkedIn nodes

Sample · Sequence builder

Multi‑channel AI sequences

Email + LinkedIn + SMS nodes that adapt to prospect behavior in real time.

Insurance agents on calls in a modern office

Built for producers

Your agents will spend less time dialing — and more time closing.

"We replaced two lead vendors with Cleons. Hot transfers alone paid for the platform in the first month."
VP Sales, Independent Brokerage
"The renewal‑intent scoring is the difference between chasing and closing. Our agents focus on ready‑now conversations."
Director, Commercial Lines
"Exclusive leads + LinkedIn sequences = our highest‑converting group benefits pipeline ever."
Head of Growth, Benefits Group

The Cleons difference

Insurance‑specific intelligence, end to end.

Auto
Home
Liability
Cyber
Group benefits
Commercial
  • 01Pre‑built field library for policy type, renewal date, coverage, and risk profile.
  • 02Renewal‑intent scoring engine that surfaces 30–90 day windows automatically.
  • 03Hot Transfers and Exclusive Leads — never shared, always pre‑qualified.
  • 04Multi‑channel capture across web, ads, WhatsApp, and SMS — unified.
  • 05Native sync to your CRM/AMS and Smart Outreach sequences.

How it works

From click to closed — four steps.

01

Capture

Branded forms, ads, WhatsApp & SMS.

02

Qualify

Renewal & intent scoring engine.

03

Transfer

Hot, live‑agent call routing.

04

Nurture

AI email + LinkedIn sequences.

Insurance broker team reviewing policy with clients in sunset‑lit office

Who we work with

Cleons partners with insurance and broker companies hunting qualified leads.

From independent brokerages to multi‑carrier agencies and MGAs, Cleons is built for revenue teams that need real, renewal‑ready prospects — not recycled lists. Every lead is policy‑aware, compliance‑safe, and matched to your specialty.

Insurance carriers

Direct writers building qualified renewal pipelines and capturing cross‑sell opportunities.

Independent brokers

Multi‑carrier brokers who need exclusive, pre‑qualified leads — never resold.

Commercial agencies

Liability, cyber, and group benefits teams targeting SMB and mid‑market accounts.

MGAs & wholesalers

Wholesale partners who need clean intake forms and routing into producer networks.

Turn your website into a renewal‑first lead engine.

See Hot Transfers, Exclusive Leads, and AI outreach inside one cohesive insurance‑first system.

Book your 15‑minute demo