🤖
Bot 1 — AI Agent
Sons & Sanchez Capital Group · Personal Lines · Brea, CA
● Online
WhatsApp · GHL · Web
Total Contacts
127
All lines of business
Total Open Deals
91
Across all pipelines
Closed / Won
4
Policies closed
Active Pipelines
3
Health · SR Life · Rollover
Needs Attention
21
No answer / Not contacted
📊 Pipelines
🧓 Senior Life Leads
37 leads
Contacted - No Answer
21
Quote Given
8
Not Interested
4
No Answer
2
✅ Closed - Approved
2
💰 Rollover Ads
47 leads
Contacted
27
Not Interested
8
Contacted but No Answer
4
Interested
4
New Lead
3
✅ Starting Process
1
🏥 Health Insurance Ads
7 leads
Contacted
5
✅ Closed - Bought Policy
2
🏢 Companies
Sons & Sanchez Capital Group
Personal Lines
Nobleza Capital Group
Commercial
Territory
All of Southern California
HQ
Brea, CA
🤖 Agent Automations
GHL CRM Integration
Connected
WhatsApp Channel
Live
Lead Auto-Add
Active
Pipeline Automation
In Progress