Life & Health Insurance

You approve the marketing.You own the system.

We agree on the scope, build around your products and rules, train you to use the system, then hand it over for your business to run.

From approved campaign to the next conversation.

You approve each campaign and message. Automation captures each enquiry, checks it against your product and service-area rules, routes it to the right person, then sends the follow-up and booking link you approved. Interested people choose whether and when to book.

Your insurance business

Pick the business you run.

Independent Advisor

You work for yourself.

The problem

Requests for products you do not offer, or areas you do not serve, still reach your inbox.

With Poimen

The system checks each request against your products and areas, sends it to you, follows up, and offers a booking link so people can choose a time in your calendar.

Example

Products and areas you chooseLife · selected service area
Checked against your rulesProduct · area · readiness
Sent to youOwner: you
Follow-up sentYour approved message
Booking link offeredChoose a time

Let’s plan your system.

Tell us which products you offer, where you work and who should receive requests.