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Lead Pipeline

Saintellus Health Advisory

Polish a message

Write it how you would say it. Three versions come back, with the thinking behind each.

About which client Picking a lead sends their stage, dates and your notes along, so the reply fits where the conversation already is.

What is going on Optional. One line of context beats a long draft.

Your message

Saved responses

Texts worth sending again. Copy one, or drop it into the box above and work from there.

New lead

Client name *

Phone

Email

ZIP code

City

State

Date of birth

Sex

Coverage for

Lead source

How many kids

Other agent on this dealLeave blank if it's just you.

Stage

Follow up

Last contact

Appointment timeThe date comes from Follow up.

In which time zone

Premium / month

Estimated premium

Add date of birth and state.

Reason *

Notes