MB
AI summary · generated in 1.2s
Strong buying intent, wants 40-claim pricing, decision with partner this week.
7:42·Bennett & Cole Restoration +14 score
82
lead score
AI Synthesis Model
Key takeaways
- Currently loses ~⅓ of storm-claim supplements to manual spreadsheet tracking.
- Time-pressured through hurricane season; values fast onboarding over a long pilot.
- Asked for the 40-claim tier and committed to looping in his business partner this week.
Objections handled
Worried about ramp time mid-season
→ Clovix imports first 10 claims pre-training; ~1 week to live.
Team lives in spreadsheets today
→ CSV + email-scrape import; no manual re-entry.
Next best action
Send pricing within the hour, intent peaks same-day. Reps who follow up <1h close 2.3× more.
Action items