Independent agencies · Captive agents · Call-in quotes
Insurance leads are rarely exclusive. The same person filled in the same form on an aggregator and it went to you and to several other agencies at the same second. Whoever reaches them while they are still holding the phone gets the conversation.
You cannot put a licensed producer on every inbound ping at every hour, and you should not want to — most of what arrives is not yet a quotable risk. Producers spend the first minutes of every lead establishing things a script could have established: line of business, state, current carrier, renewal date, whether the person on the form is the named insured.
Meanwhile the leads that came in at 8pm sit until morning, by which time another agency has already quoted them.
There is a hard line here we do not cross: Iris qualifies and books. It does not quote, it does not bind, and it does not give advice that requires a licence. It gathers what your producer needs and gets the appointment on the calendar.
Answers the aggregator lead within seconds by text and answers the inbound call by AI voice. Establishes line of business, state, renewal timing and whether they are the named insured, then books a licensed producer. The transcript goes on the record so the producer opens the call already briefed.
Iris Setter detailsFor the renewal book and for aged lead lists your producers work in blocks. Parallel dialing means a producer spends their hour talking rather than listening to ringtone — and calling windows are enforced against each number's own timezone, which matters when your book crosses state lines.
Iris Dialer detailsThis is an illustration of how the system behaves, written from what the product does. It is not a customer story and the times are not measurements.