Iris Setter
Iris Setter establishes intent and eligibility details without quoting, binding, or giving licensed advice.
INDEPENDENT AGENCIES · CAPTIVE AGENTS · CALL-IN QUOTES
A quote request is only worth the minute it arrives in.
Insurance leads are rarely exclusive. Whoever reaches the prospect while they are still holding the phone gets the conversation.
LEAD RESPONSE WINDOW00:00
Every minute after arrival is a decision your competitor can make first.
Your producers are licensed and finite. Iris handles the unlicensed front end—line of business, state, current carrier, renewal timing—then gets the appointment on the calendar.
THE PRODUCT FIT
Use the piece that closes your gap. Skip the one that does not.
Iris Dialer
Iris Dialer helps producers work renewal books and aged lists in focused conversation blocks.
A REALISTIC WALKTHROUGH
Mechanism—not a case study.
This shows how the system behaves. It is not a customer result, and the times are illustrative.
01
20:12 · An auto quote request arrives from an aggregator.
02
20:12 · Iris confirms state, carrier, and renewal timing.
03
20:15 · The prospect asks for price; Iris defers to a licensed producer.
04
20:16 · A quote appointment is booked with full context.
05
09:20 · The producer spends the call quoting, not interviewing.
YOUR SIDE OF THE LINE
The obligations that stay with you.
- Licensing, quoting, binding, and regulated advice.
- What your script may say about coverage and price.
- Consent and lawful basis for any lead you call.
THE PRICE IS ALREADY PUBLISHED
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