Intelligent Intake turns interest into appointments
Intelligent Intake captures annuity prospects, qualifies interest, and coordinates appointments so producers spend time with ready consumers — not chasing cold leads.
Capabilities
What Intelligent Intake does
Structured qualification
Smart intake forms are designed to capture the information producers need before a first call — assets, goals, timeline, and existing coverage.
Appointment coordination
Prospects are routed to scheduling workflows so producers can focus on booked appointments rather than manual coordination.
Speed-to-lead
Intake is designed to respond quickly to inbound interest, helping connect consumers with producers while intent is high.
Producer-ready handoff
Each booked appointment includes a structured summary so the producer walks into the call prepared and informed.
Workflow
From interest to booked appointment
Capture
A consumer expresses interest through an Annuity Leads or marketing touchpoint.
Qualify
Intelligent Intake gathers key details and confirms interest, timing, and basic fit.
Schedule
The prospect is offered available time slots with a qualified producer or organization.
Prepare
The producer receives a pre-call summary and can confirm the appointment.
See how Intelligent Intake fits your lead flow
Learn how intake and appointment coordination can support your Annuity Leads and producer programs.