Close more policies with intelligent SMS qualification

Leads flow in via CSV upload, webhook from your lead vendor, or manual entry. Athena normalizes and deduplicates instantly.

Within seconds, Athena sends a personalized SMS. The AI engages leads in natural two-way conversations about their coverage needs.

Claude AI collects key data: current coverage, household size, income range, preferred plan type. It determines if the lead is ready to talk.

Qualified leads trigger an instant notification with all collected data. Your agent calls within minutes while interest is at its peak.

Claude AI handles the back-and-forth SMS conversation naturally. It asks the right qualifying questions, handles objections, and identifies purchase intent in real time.

The moment a lead qualifies, your agents get a notification with the lead's name, phone, coverage needs, and full conversation history. Call while the lead is still engaged.

Agents can take over any AI conversation at any point. Switch from automated to human-driven messaging seamlessly, with full context preserved.

Real-time visibility into every lead's status. See new leads, active conversations, qualified prospects, and enrolled clients at a glance from a single dashboard.

AI automatically extracts and structures lead data during conversations: coverage type, household size, income bracket, current insurer, and preferred callback times.

Upload lead lists of any size. Athena processes, deduplicates, checks opt-outs, and begins outreach automatically with compliant rate limiting.