Campbell Insured: Insurance Automation Suite
Campbell Insured needed a reliable operating system for lead capture and follow-up. Manual steps were causing delays and missed opportunities across multiple funnels.
Challenge
The agency had disconnected intake paths, inconsistent follow-up, and no single source of truth for lead activity.
Solution
- Deployed webhook-driven lead intake and routing endpoints.
- Automated consultation booking with Calendar + Meet + invites.
- Synced lead events, transcripts, and status updates to Google tools.
- Added funnel-specific ConvertKit tagging and sequence enrollment.
Impact
- Production system now captures and processes leads continuously.
- Eliminated dropped leads through automated response handling.
- Reduced admin overhead and improved response consistency.