Figuro

Figuro captures customer data quickly and accurately with smart, customizable forms. It transforms lengthy insurance conversations into structured information in just minutes. Optimized questions use clear language to reduce abandonment, while built-in validation prevents typos and ensures correct email and phone formats, giving agents reliable data for precise quotes.

The platform leverages artificial intelligence to understand which clients are ready for new policies or likely to cancel. It analyzes portfolio patterns, compares behavioral data, and generates actionable recommendations, helping agents prioritize cross-selling opportunities and prevent churn.

All prospects are organized in one dashboard with a complete view of relevant details. It enables the use of filters by state, industry, date, or referrer to segment leads efficiently. Users can also receive instant notifications via email, automatically update your dashboard, and export data to Excel or connect directly to your CRM with filters pre-applied.

It transforms quotes into mobile-optimized, branded pages that impress clients and accelerate deal closures. Agents can include their logo, colors, and contact information to maintain a professional image across devices. Being designed as ‘mobile-first’, Figuro ensures quotes are easy to read on any screen, replacing outdated Excel spreadsheets with a polished client-facing experience.