Motor Trade Lead

Automation

Agentic AI lead intake and appointment automation for a UK motor trade insurance specialist handling DR10, IN10, banned driver, road risk, and combined premises enquiries.

Agentic AI lead automation workflow for UK motor trade insurance enquiries

Project Details

Motor Trade Insurance SRA helps UK motor traders find cover when the usual route is difficult. Many of their enquiries come from car dealers, mechanics, valeters, recovery operators, part-time traders, and drivers with complex histories such as DR10, IN10, recent bans, or declined insurance applications.

AgenticOpz built an agentic AI intake workflow that asks the right questions before a human has to step in. The system captures quote details, checks the trade type, understands whether the customer needs road risk insurance or combined premises cover, and prepares a clean lead summary for follow-up. It gives the team a faster way to spot serious enquiries, reduce back-and-forth, and move qualified leads toward a broker call or appointment.

DELIVERABLES

INDUSTRY

AI workflow for qualifying motor trade insurance quote requests

Project Research

The search market around motor trade insurance is competitive and very specific. Buyers are not searching for broad insurance advice. They search for terms like motor trade insurance with convictions, DR10 motor trade insurance, IN10 insurance, banned driver insurance, road risk insurance, combined motor trade insurance, part-time motor trader insurance, and cover after being declined elsewhere.

That shaped the workflow. The intake had to feel simple and confidential, not like a long corporate form. It also had to collect the details brokers actually need: business type, contact details, postcode, trade no claims bonus, conviction history, whether the trader works from home or a premises, and whether the enquiry is for road risk only or a combined premises policy.

Project Results

The finished workflow gives Motor Trade Insurance SRA a cleaner path from website visit to qualified conversation. Instead of treating every form fill the same, the agentic AI workflow reads the enquiry, identifies the likely insurance need, highlights missing information, and routes high-intent leads for faster human follow-up.

For the customer, the journey feels easier. A trader looking for DR10 cover, banned driver insurance, road risk insurance, or combined premises cover can share the important details without repeating the same story on every call. For the business, the team gets better context before they respond, which helps them prioritise serious quote requests and book the right next step.

Lead qualification dashboard for motor trade insurance enquiries

Appointment automation and broker handoff workflow

Client Review

How the Automation Helped

AgenticOpz helped us turn complex insurance enquiries into a clearer, faster lead intake process. The workflow captures the right details upfront, saves time for our team, and gives customers a smoother route to the right conversation.