Marble Insurance

Lead Flow

Know what needs attention. Act on the right lead next.

One operational view across new leads, Cover4You SLA, callbacks, renewals, reactivation, Folio exceptions and automation health — so the day's work is clear in seconds rather than spread across smart lists.

Open Marble Lead Flow Leadica HQ remains the operational source of truth. Folio remains the policy source of truth.

New leads & callbacks
Ranked by operational tier first, Marble Score second.
Cover4You SLA
Contractual first-attempt countdown per niche site.
Renewals & reactivation
60-day renewals and Ghost-to-Gold 4M/8M windows.
Folio exceptions
Read-only LHQ ↔ Folio differences that need a human.
Automation health
What each capability protects, and whether it is working.

Operational system. Leadica HQ is the operational source of truth for contacts, opportunities and activity. Folio remains the policy source of truth. Access is restricted to authorised Marble users, and production actions are permission-gated and verified before any write-back.