Active Funnel — Software for insurance marketing and sales
Active Funnel
Active Funnel
Software for insurance marketing & sales

From the ad click to the call to the sale.

Know which calls are worth the spend.

Active Funnel builds software that helps insurance businesses understand what happens between an ad click, a phone call, and a potential sale, so they can make better marketing and sales decisions.

The questions we start with

Call counts and duration don't tell you what happened on the call.

Which calls are valuable?
Which advertising investments are paying off?
How can the team handle each inquiry more effectively?
CallROAS

Understand what happens on your calls.

CallROAS helps you understand what happens on your calls. It identifies outcomes such as quote requests and follow-ups, so you can see which sources bring useful conversations and where your sales process needs attention.

Transcribes calls and classifies the outcome, with the reasoning behind each classification.
Pulls out sales signals like callback requests and reactions to a quoted price.
Ties each conversation back to the marketing source that produced it.
Call analysis
Illustrative example
{{ active.meta }}
{{ active.outcome }}
Confidence
{{ active.confidence }}
{{ l.who }} {{ l.text }}
{{ s }}
Source
{{ active.source }}
Call path
{{ active.path }}
Why: {{ active.reason }}
How it works

From recorded call to a decision you can act on.

01
Transcribe

Each call is transcribed so the conversation can be reviewed and analyzed.

02
Classify

AI identifies what happened, such as a quote request or a follow-up, with supporting reasoning and a confidence score.

03
Connect

Outcomes are linked to the campaign, source, and path the call took to reach an agent.

04
Feed back

Outcome information can be sent back to advertising platforms to inform optimization.

Why the conversation matters

A poor lead and a missed sale can look the same in a call log.

Duration alone can't separate them. The conversation shows where to look next.

1
The campaign attracted the wrong audience
Review targeting, keywords, and placements for that source.
2
An agent needs support
A qualified caller didn't get a quote or a follow-up.
3
The handoff needs work
Something was lost between marketing and sales.
The product family

Marketing, conversations, and follow-up, connected.

CallROAS

Helps you understand your calls: outcomes, sales signals, and which sources bring useful conversations.

Digital ROAS

Brings your advertising spend and call revenue into one view. See which campaigns and locations are paying off, make updates across accounts, and set rules to pause campaigns that fall below your performance thresholds.

Ringyr

We’re developing Ringyr to bring customer history, call routing, and AI-assisted intake into one place, helping your team spend less time gathering information and more time helping customers.

Work with us

See the software

Walk through CallROAS with our team using an anonymized call analysis. We'll start with the question that matters most to your business.

Request a demo
Talk about leads and calls

Looking for help generating insurance opportunities? Tell us what you need and we'll follow up.

Discuss leads and calls
Why we built it

We generated leads and calls. We needed to see the results.

Active Funnel started with our own experience running lead generation campaigns. Call counts and platform reports didn't tell us which conversations mattered, so we built software that does. We're starting in insurance and building technology that can serve other industries over time.

Let's look at your calls together.

What's hardest today: knowing whether your leads are good, knowing whether your advertising pays off, or managing what happens after someone calls?

Thanks. We'll be in touch.

Someone from Active Funnel will reply to arrange a time.