Capture
Turn call notes, forms, and CRM fields into clean lead records.
Flo Agents / Insurance
Broker Flo turns insurance follow-up into a system.
Independent agencies do not need another dashboard to babysit. They need intake, routing, nurture, booking, and pipeline visibility working together, with the sensitive judgment still handled by the licensed human.
brokerflo.floagents.com
Lead command center
T65 lead
Turn call notes, forms, and CRM fields into clean lead records.
AEP review
Classify each person by stage, timeline, and next best operational step.
Follow-up
Trigger nurture, booking, reminders, and review workflows without relying on memory.
Appointment booked
Turn call notes, forms, and CRM fields into clean lead records.
The problem
Insurance operations break when timing lives in someone's head.
Manual workflow
- Call notes live on paper or in scattered CRM fields.
- Follow-up depends on memory, calendar reminders, or manual tags.
- Appointments, consent, and review windows are easy to miss when volume spikes.
Broker Flo workflow
- Every lead enters one intake path and gets the right status immediately.
- Follow-up timing runs from the workflow, with human judgment kept where it belongs.
- Booked appointments, reminders, and review work stay visible in one operating layer.
How it works
Route
Classify each person by stage, timeline, and next best operational step.
Follow up
Trigger nurture, booking, reminders, and review workflows without relying on memory.
Proof
The first version ran inside a Medicare agency.
The Capstone workflow moved intake, tagging, nurture, booking, and review visibility into one coordinated system while it ran. That engagement has since ended, and the case study tells the story in the past tense, because that is what is true.
Case study
From paper intake to a searchable, trackable lead operation
An insurance workflow rebuilt around same-day digital entry, automated nurture, appointment handling, and better enrollment-season visibility, written up as it ran.
Open proof