Decisions streamlines what CRMs overlook, delivering faster, more accurate, and flexible lead management—reducing waste, increasing productivity, and driving more profitable outcomes for sales and marketing.
“Leads that aren’t contacted in the first hour can result in up to 80% loss in potential revenue.”
Harvard Business Review / Lead Response Management Study
Industry-wide, insurance teams are spending heavily on lead generation—but most of that value is lost at the top of the funnel.
40–55%
of inbound leads are never worked.
60–70%
of leads are contacted too late — often hours or days later.
That’s
$300K+/month
in wasted spend for teams generating 10,000 leads at $60 each.
And these losses multiply across CAC, conversion rates, and cross-sell potential. You’re not just losing leads—you’re losing revenue.
Respond to a lead within 1 minute > 400% higher conversion.
Wait over 5 minutes > 8x less likely to convert.
30 minutes > 100x decrease in lead contact rates.
Getting the right lead to the right person—fast—is the difference between a closed deal and a lost one. But most CRM lead management systems are slow, rigid, and buried in code.
Decisions shortens the path from capture to conversion and goes far beyond lead routing. Its enterprise low-code rules engine is built for high-volume, high-complexity insurance workflows—augmenting your CRM or lead ops tools with real-time control over enrichment, scoring, and routing logic.
Beat the clock: accurately qualify, suppress, and route leads
from intake to sales in mere seconds.
Do what no CRM-native tool can do. No heavy dev work needed. No multi-week deployment delays.
Instead of Apex (Salesforce) or custom scripts, use a drag-and-drop designer to build logic trees, giving you:
Qualify and prioritize leads instantly based on behavior, campaign context, or data changes; adapt rules in real time without developer support.
Route the highest priority leads to the right reps and escalate leads automatically if reps miss SLAs for follow-up.
Reduce delays between lead capture and first contact. Instantly deliver leads to the right place for immediate action.
Consolidate fragmented lead workflows, routing, and suppression rules into one transparent, easy-to-update platform.
Plug into Salesforce, HubSpot, AWS, call centers, and more—without rip-and-replace disruption.
Optimize performance with native AB testing and holdout logic. Test new strategies safely before deployment.
Most CRMs and marketing automation solutions were built for static processes and simple workflows—not for agility and the depth of enrichment, scoring, and routing required to keep leads moving at scale.
Decisions bridges the gap with a low-code rules engine that adapts in real time—empowering your team to design, A/B test, and deploy smarter lead logic without developer dependency. From first touch to follow-up, it ensures every lead is worked fast, scored right, and routed to the right rep—turning more pipeline into revenue.
Market and sales conditions change fast—and so should your lead logic. With Decisions, your team can adjust qualification rules, routing paths, and suppression strategies in minutes, not months.
Unify lead intake from forms, CRMs, marketing automation, and call centers. Decisions orchestrates data flow across all touchpoints for smarter,
faster processing.
Easily scale lead processing volume while maintaining full compliance through full audit trails and decision logs.
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