Sales & Marketing — Growth Engine

Manage new-business and renewal pipelines, run lifecycle outreach and find the right prospects. The header shows Pipeline, Weighted pipeline and Win Rate.

Used most by: Head of sales, producers, marketing and growth operations

Deal Pipeline

Deal Pipeline — Commercial Lines new business.

#	Area	What you see	What you can do
1	Pipeline Funnel	Deals by stage, active deal count, Avg Cycle, Win Rate, SLA Health	See where deals are piling up
2	Pipeline type	CL NEW, PL NEW, CL RENEWAL, PL RENEWAL	Switch between commercial / personal and new / renewal pipelines
3	Owner filters	ALL, ASSIGNED, producer initials, UNASSIGNED, RESET FILTERS	Show one producer's deals or find unassigned ones
4	Stage columns	Stage name, deal count, stage total and + ARI	Ask ARI about all deals in a stage
5	Deal cards	Deal name, line (CL / PL), owner and state, amount, score ring, days open, lead source, ASK ARI	Open a card's ARI chip for next-step advice

Pipeline	Stages
New business (CL / PL)	Prospecting → Quoting → Proposal → Final Stage → Binding → Certs Issued
Renewal (CL / PL)	Survey → Preparing Quote → Waiting on Decision → Final Stage

Review a producer's pipeline

1. Open Sales & Marketing › Deal Pipeline.
2. Choose the pipeline type, e.g. CL NEW.
3. Click the producer's initials in the owner filter.
4. Scan each stage for old deals (days open) and low scores; click ASK ARI on a card for suggested next steps.
5. Click RESET FILTERS when done.

Find deals without an owner

1. Click UNASSIGNED in the owner filter.
2. Assign each deal to a producer in HubSpot; the change appears in INSURAiLABS after the next sync.

Good to know

Deal stages, owners and amounts come from HubSpot. Move deals and update owners in HubSpot for now; INSURAiLABS reflects the change after sync.

Marketing Hub

Marketing Hub — lifecycle programs and renewal streams.

#	Area	What you see	What you can do
1	Program cards	T-60 Renewal Nudge, T-30 Review Req, Cross-Sell Play, Referral Nurture — accounts, open and reply rates	See how each program is performing
2	Auto-Renew Stream	Renewals suited to a Lightweight Nudge ("send them an auto renew quote if they have no changes") with expiry and premium	Track status; Load 5 more to see further accounts
3	Review-Required Stream	Renewals that need a Producer Touch ("let's set a call, here are the options")	Use Indication or Call on each account; Bulk-Review Next 10 to work through a batch
4	Producer Attention Needed	Bounced outreach and stalled drafts	Click Open List to fix them

Work the review-required renewals

1. Open Sales & Marketing › Marketing Hub.
2. In Review-Required Stream, start at the top (soonest expiry).
3. Click Indication to prepare a quote indication, or Call to schedule a conversation.
4. Use Bulk-Review Next 10 to review a batch in one sitting.

Fix bounced or stalled outreach

1. In the Producer Attention Needed banner, click Open List.
2. Correct contact details for bounced emails in the source system, and finish or discard stalled drafts.

TIP

Judge programs on reply rate and conversions rather than open rate; email privacy features can make open rates look higher than they are.

Prospect Intelligence

Prospect Intelligence — an expanded prospect card.

#	Area	What you see	What you can do
1	KPI cards	Scored Prospects, Hot List (≥85), Prospect Value, Referral Match	Size of the opportunity
2	Intelligent Prospecting Cards	Prospect, state and line, source, NAICS, fit summary, Expected Premium, score	Sort by Score or Premium
3	Expanded card	Growth Signals, Peer Comparison, ARI Recommendation	Read why the prospect is a fit
4	Draft Intro	Button on an expanded card	Create a first outreach draft

Prepare outreach to a hot prospect

1. Open Sales & Marketing › Prospect Intelligence and sort by Score.
2. Click a prospect to expand it and read the growth signals, peer comparison and ARI recommendation.
3. Click Draft Intro.
4. Edit the draft so it is accurate and in your voice, then send it from your usual email.

Good to know

Check that the prospect is not already a client or a do-not-contact record before reaching out, and verify signals that look surprising.

Coming soon

• Native pipelines, contacts, tasks, notes and outreach inside INSURAiLABS (HubSpot becomes optional).
• Creating and updating deals directly from INSURAiLABS and from agent suggestions, with an audit trail.
• Consent and suppression controls for automated outreach.