AI Researches Every Insurance Lead in 3 Minutes

Here is my free AI lead research automation (n8n workflow, setup guide and rep profile template): https://handlagency.gumroad.com/l/lea... Someone fills in your website form. Three minutes later a researched briefing lands in your inbox: who they are, what their firm has been up to, how they like to be spoken to, and what you have in common with them. Free to download. Find out where AI would win your firm the most hours back (it's free and only takes 3 minutes): https://handlagency.scoreapp.com/?utm... Want all of my other free AI automations? Use the link here: https://handlagency.gumroad.com/ What's in this video: Every time a form came in, I'd stop what I was doing and spend hours researching the prospect before the call. When the business got busy, I stopped doing it, and that's when our close rate dropped. Now an AI does the research for me. It searches LinkedIn, Companies House, the prospect's website, news and directories, then emails me a prospect dossier before I've even picked up the phone. For insurance brokers this matters even more. Your account handlers are buried in renewals, so new leads get a quick call and a set of generic questions, and you end up compared on price. 84% of customers say being treated like a person, not a number, is key to winning their business (Salesforce). I show you how to build it step by step: the four tools you need, importing the free n8n workflow, writing a rep profile so it finds common ground, connecting your Anthropic, Google Docs and Gmail logins, and pointing your website form at the webhook. Then I run a real test lead through it. One tip before you start: write a rep profile for everyone who takes sales calls. That's what lets it find the icebreakers (same football team, same career path, same town). More free guides for firms starting out with AI: How I Saved a Bookkeeper 20+ Hours a Month Writing Emails (the free prompt pack): https://handlagency.gumroad.com/l/cli... How I'd Book 50+ LinkedIn Meetings as an Accountant (the free LinkedIn post ideas tool): https://handlagency.gumroad.com/l/unl... I Built an Accountant's Slide Deck in 5 Minutes (the free prompt pack): https://handlagency.gumroad.com/l/bra... Your First 7 AI Prompts: Client Emails, Explainers and Proposals: https://handlagency.gumroad.com/l/7-f... 25 AI Prompts Your Firm Will Actually Use: https://handlagency.gumroad.com/l/25-... How to Run a £2,500 AI Audit Yourself: https://handlagency.gumroad.com/l/run... Chapters 0:00 What if every lead was researched in 3 minutes? 0:46 Who's showing you this? 1:04 Why did I build it? 2:29 Why do brokers get compared on price? 3:36 Step 1: What tools do you need? 4:01 Step 2: How do you import the workflow? 5:19 Step 3: How do you write a rep profile? 6:58 Step 4: How do you connect your logins? 7:57 Step 5: How do you point your form at the webhook? 9:02 Step 6: What does the dossier look like? 11:05 Where do you get it for free? Disclaimer The workflow is free. To run it you need an n8n account (paid cloud plan, or free if you self-host) and Anthropic API credit (pay as you go). Each lead uses a small amount of credit. The AI can get things wrong. Check anything important in the dossier before you rely on it on a call. You are researching people who contact you, so add it to your privacy policy, and in n8n set it not to save successful runs if you don't want lead data stored there. Paul Cain is a real HandL Agency client. His phone number and email are blurred. The haulage firm at the start is an illustration, not a real lead. The £2,500 is what we typically charge brokers to build and set this up for them. Sources: Salesforce, State of the Connected Customer report (84%). Mission survey of 92 brokers at the BIBA Conference, May 2026, reported by Insurance Times (40%). Dale Carnegie, How to Win Friends and Influence People (1936).