Capture a lead for an insurance product Libertas doesn't quote inline (renters, life, commercial, motorcycle, boat, RV, umbrella, condo, landlord, etc.) — OR any home/auto customer who asks to be contacted later instead of finishing the quote in chat. Creates a row in the CRM Leads bucket so a licensed agent can follow up.
CALL THIS WHEN:
- The customer asks about an insurance type other than home/auto/bundle, AND has shared a name + email or phone. Confirm with the customer that you're going to have someone reach out, then call this tool.
- The customer says "have someone call me later" or similar even on a home/auto inquiry.
- The customer mentions an unusual circumstance and wants a human follow-up.
DO NOT CALL WHEN:
- The customer is still actively answering questions in the home/auto intake flow — keep going through the regular intake.
- You don't have any contact info yet — ask for name + email/phone first.
What it does: writes a Leads row tagged with the line of interest, contact info, preferred follow-up time, and any notes you supply. A licensed Libertas agent will reach out within one business day. Returns a confirmation message you can paraphrase to the customer ("you're on our list — someone from the team will reach out about [interest]").