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Partly live · the conversation layer is being built

Lead conversion

The lead came in. What happens next decides everything.

Evrment takes responsibility for everything between a lead arriving and a producer sitting in a prepared conversation. Every part of it carries its real status on this page, because in this category that is the rarest thing you will read.

  1. 01Intake

    Lead arrives

    Lands with its source, campaign and consent attached, not as a row in someone's inbox.

  2. 02Campaign engine

    Enrolled

    Matched to the campaign for its lead type and checked against your do-not-call list before anything goes out.

  3. 03Dila, or you today

    First touch

    A text and a call on your copy, inside the lead's own 9am to 8pm.

  4. 04System

    Appointment Booked

    Booking moves the pipeline and starts the reminders by itself.

  5. 05Campaign engine

    Reminders

    Timed back from the appointment, not forward from the booking, on text and on voice.

  6. 06Producer

    Showed / No Show

    The producer marks what happened. The system acts on it.

  7. 07Campaign engine

    Recovery or Needs Follow-Up

    A missed appointment starts recovery within the hour, inside your rules.

  8. 08The organization

    Nurture

    Parked with a wake-up date the whole agency remembers, not one producer.

Join the waitlistSee the journey

The journey

From the form fill to a prepared conversation.

One record carries the lead from the second it lands to the conversation it was bought for, and back around when the answer is "not yet."

  1. 01Intake

    Lead arrives

    Lands with its source, campaign and consent attached, not as a row in someone's inbox.

    • Lead intake endpoint
      In daily use
    • Source, campaign and UTM capture on every lead
      In daily use

  2. 02Campaign engine

    Enrolled

    Matched to the campaign for its lead type and checked against your do-not-call list before anything goes out.

    • Campaigns with lifecycle mapping
      In daily use
    • Your internal do-not-call list
      In daily use

  3. 03Dila, or you today

    First touch

    A text and a call on your copy, inside the lead's own 9am to 8pm.

    • Conversational AI voice
      In development
    • TCPA quiet hours, lead-local
      In daily use

  4. 04Dialer

    Picked Up / Called – No Pickup

    Every dial counted on the record, three deep and three laps around.

    • Multi-dial with laps and permanent dial history
      In daily use

  5. 05Producer or Dila

    Interested

    The reason they said yes gets written down while it is still true.

    • One conversation store
      In daily use

  6. 06Dila, on your playbook

    Questions and objections

    Answered from your script and your rebuttals, not from a generic prompt.

    • Qualifying questions asked by the AI
      Planned
    • Script-first dial session and the compliance linter
      In daily use

  7. 07System

    Appointment Booked

    Booking moves the pipeline and starts the reminders by itself.

    • Appointments on the lead's record
      In daily use
    • Stage-driven follow-up
      In daily use

  8. 08Campaign engine

    Reminders

    Timed back from the appointment, not forward from the booking, on text and on voice.

    • Reminders timed before the appointment
      In daily use

  9. 09The prospect

    Confirmed

    A real person saying they will be there.

    • Meet your agent, after booking
      Planned

  10. 10Producer

    Showed / No Show

    The producer marks what happened. The system acts on it.

    • Appointments on the lead's record
      In daily use

  11. 11Campaign engine

    Recovery or Needs Follow-Up

    A missed appointment starts recovery within the hour, inside your rules.

    • No-show recovery
      In daily use

  12. 12The organization

    Nurture

    Parked with a wake-up date the whole agency remembers, not one producer.

    • Needs-human flags, park and wake-up
      In daily use

Where a step is marked in development, a producer does that part today.

Infrastructure is not intelligence

Any CRM can send the message. What happens after they reply?

Everyone has these.

  • A phone number.
  • A calendar link.
  • A text gateway.
  • A workflow builder.
  • A general-purpose AI model.

This decides the outcome.

  • What the system knows about this lead before the first word.
  • What it remembers across every call, text and email.
  • Which rules it will not break, even when someone asks it to.
  • What the producer has in hand when the call starts.

A logo on generic automation does not make it an insurance sales system.

You should be paying for what it knows, not for the skin on top.

Built for insurance

A five-minute-old lead and an eighteen-month-old list are not the same conversation.

A mortgage protection lead who filled out a form during your last presentation expects a call about that form. Someone on an aged list from last year does not remember you, and should not be spoken to as if they do. Evrment treats them as different conversations, because they are.

  • Mortgage Protection
  • Final Expense
  • IUL
  • Veteran Benefits
  • Trucker
  • General Life

The words are yours. Your opener, your rebuttals, your roadmap, all editable, with a linter that flags phrasing that can cost a licence. Evrment ships none of anyone else's script. It is built to carry the playbook of the people who taught you to sell, not to replace it.

What travels on the record

  • Source and lead group
  • Campaign and UTM
  • Lead age and upload date
  • State and the lead's local time
  • Every dial, lap and disposition
  • Appointment history
  • Owner
  • Source, campaign and UTM capture on every lead
    In daily use
  • Leads and lead groups
    In daily use
  • CSV importer with saved vendor mappings
    In daily use
  • TCPA quiet hours, lead-local
    In daily use

Quality over volume

A full calendar can still be empty.

Booked is not a result. It is a hypothesis.

A calendar screenshot counts boxes. It does not count the person who never confirmed, the spouse who was not on the call, or the prospect who asked why you were calling. Six bookings can produce one real conversation, and a booking count will still call it a good week.

Six booked appointments · sample data

What Evrment does about it

  • Booking moves the pipeline and enrolls reminders by itself.
  • Reminders are timed back from the appointment, on text and on voice.
  • A no-show enrolls recovery within the hour, checked against your do-not-call list first.
  • A reschedule keeps the history instead of starting over.
  • Appointments on the lead's record
    In daily use
  • Stage-driven follow-up
    In daily use
  • Reminders timed before the appointment
    In daily use
  • No-show recovery
    In daily use

A booked slot only counts if a real person intends to be in it.

Before the call

They should know who is calling before the phone rings.

Most no-shows are not a no. They are uncertainty: a name they do not recognise, about a form they barely remember. The fix is not a cleverer reminder. It is a real introduction.

Today

Your booking page already carries your name, title, licence line and photo, and stores the prospect's consent the moment they book. Reminders can carry your name, your number and the time.

  • Agent site, digital card and booking links
    In daily use
  • Booking with a consent record
    In daily use

Designed

Meet your agent: a confirmation page that introduces the person they are meeting, what the conversation is about and how long it takes, with one tap to confirm, reschedule or cancel.

  • Meet your agent, after booking
    Planned

Replace uncertainty with an introduction. Never with manufactured familiarity.

Planned

The handoff

Your producer should walk in prepared.

Nobody should have to read thirty-seven text messages before a ten o'clock.

Every appointment carries a brief: where they came from, what they asked, what they pushed back on, why they agreed to meet, and what has already been said. Today the brief is stored on the appointment and shown on the calendar, written by whoever booked it. Writing it from the conversation itself is in development.

  • A brief on the appointment
    In development
  • One conversation store
    In daily use

The system works the chase. The producer walks into the conversation.

Aged and existing leads

An old lead database is an asset, not a graveyard.

Most agencies are sitting on thousands of people they paid for and stopped calling. Bring them back in by the batch: map a vendor file once and reuse the mapping, see duplicates reported instead of silently dropped, and watch anyone on your do-not-call list stop at the door. Every batch stays its own lead group, with its own history.

  1. 01Upload
  2. 02Map
  3. 03Check
  4. 04Group
  5. 05Work
  • CSV importer with saved vendor mappings
    In daily use
  • Your internal do-not-call list
    In daily use
  • Multi-dial with laps and permanent dial history
    In daily use
  • Needs-human flags, park and wake-up
    In daily use

Surfacing who is worth working again, before you buy the next lead, is on the roadmap.

  • Use what you own, before the next dollar
    Planned

Long-term follow-up

Not today is not no.

"Call me after the refinance" is a date, not a dead lead. Park it with a wake-up at three, six, twelve, eighteen or twenty-four months, and the organization remembers it, not a producer who may have moved on by then.

Needs Follow-UpAppointment BookedNo ShowNot InterestedSold
NurtureWoken upAged lead
  • Campaigns with lifecycle mapping
    In daily use
  • Customer care, referral, birthday and policy-review automation
    In daily use
  • Needs-human flags, park and wake-up
    In daily use

The rules, the timing and the guardrails are built. Sending on schedule without anyone opening the app waits on messaging registration, and this page will not pretend otherwise.

  • Campaign steps that send on schedule
    In development

Closed loop

Marketing should learn what happened after the click.

Source and campaign travel with the lead from the ad to the appointment to the policy. That is how a cheap lead that never shows gets seen for what it actually costs.

  • Source, campaign and UTM capture on every lead
    In daily use
  • Closed-loop attribution
    Planned
  • Finance HQ: lead P/L, expenses, annual view
    In daily use
See the growth engine

Control

Autonomy you cannot see is not intelligence. It is risk.

Every enrollment, stage move, suppression and override is written to one audit log: who did it, what changed, and why. Nothing acts above the level you set, and anything the system is unsure about is flagged for a person.

You can

  • See every call, text and email on one record.
  • Pause any campaign.
  • Edit every step's words.
  • Set the level of autonomy.
  • Park a lead and set when it wakes.
  • Export the audit log.

It will not, without you

  • Text or call outside the lead's own hours.
  • Contact anyone on your do-not-call list.
  • Record a call without consent where the state requires it.
  • Approve its own exception.
  • The audit spine
    In daily use
  • Approvals and the staged autonomy ladder
    In daily use
  • Needs-human flags, park and wake-up
    In daily use
  • Notification rules: interrupt, digest, silent
    In daily use

Taking over a live AI conversation, transcripts and call review are in development.

  • Taking over a live AI conversation

    Stepping into a thread mid-conversation, with the handover written to the audit log.

    Planned

  • Recordings, transcripts and call summaries

    What was actually said, reviewable by a leader, inside the recording-consent rules.

    Planned

  • The conversion funnel, end to end

    Received, contacted, in conversation, set, confirmed, showed and recovered, by source and campaign.

    Planned

Compliance

The controls, named.

Evrment provides tooling that helps you operate your own compliance process. It does not provide legal advice and does not guarantee compliance with any federal or state law.

Every control, one by one
  • Your internal do-not-call list, on every outbound path and at import.
  • Opt-outs that survive deleting the lead.
  • Quiet hours on the lead's own clock: automation holds, a person gets a confirmation step.
  • Recording consent gated by state.
  • Consent stored at booking.
  • An audit entry for every action.
  • Your internal do-not-call list
    In daily use
  • TCPA quiet hours, lead-local
    In daily use
  • Recording consent gating
    In daily use
  • Booking with a consent record
    In daily use
  • The audit spine
    In daily use

The wider view

This is one department.

You came for someone to work your leads. That is one department of Evrment. The same record feeds the marketing that bought the lead, the coaching for the producer who takes the call, the book that holds the policy, and the ledger that knows whether any of it paid.

Above all of it sits Atlas, the layer that reads the whole business.

How Atlas works

You came for the appointments. The rest of the company was already connected to them.

Questions

What runs today, and what does not.

One record, every module

How it fits the rest of the system

Be first in line when it is ready.

Evrment is in private development. The waitlist is the founding cohort.

Join the waitlistSee how it works

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