Sheva Insurance Services · Admin

Lead detail

Everything a broker needs to act without re-contacting for basics. Two variants below — try the status control, the note composer, and Send to EZLynx (both are fully live).

Desktop — Web lead
Sheva Sheva Admin
DJ Diana Jimenez
Leads
Reports
Settings

Maria Alvarez

Web {{ webStatus }}
Received 2h ago · Jul 9, 2026, 10:14 AM
Send to EZLynx Sending… In EZLynx
Quote request
Auto Personal Auto
Vehicles on policy
2
Primary driver age
34
Prior claims (3 yrs)
None reported
Home & auto bundle interest
Yes
Shopping reason
Premium increase at renewal
Current insurance status
Currently insured — renews Aug 3
Contact
Preferred contact method
Phone
Preferred time
Afternoons
ZIP / location
93301 · Bakersfield, CA
Notes
"Please call after 3pm, I work mornings. Also curious if bundling with renters insurance would save more."
Status
New Contacted Quoted Sold Lost
Activity
Log
{{ item.actor }} {{ item.action }}
"{{ item.note }}"
{{ item.time }}
Send to EZLynx?
We'll send Maria Alvarez's Auto quote request (Personal Auto) — situational answers, contact info, and ZIP 93301 — to EZLynx as a new client record.
Cancel Send quote request
{{ webTerminalTitle }}
This moves the lead to a final pipeline stage. You can still reopen it later from the status control.
Cancel {{ webTerminalTitle }}
{{ webToast }}
Desktop — Voice lead
Sheva Sheva Admin
DJ Diana Jimenez
Leads
Reports
Settings

Robert Chen

Voice {{ voiceStatus }}
Received 40m ago · Jul 9, 2026, 11:34 AM
Send to EZLynx Sending… In EZLynx
Voice intake
Parsed by AI · verify before quoting
Description of interest, captured Jul 9, 2026 at 11:34 AM
"Caller runs a small contracting business, four employees, wants general liability coverage. Needs proof of insurance for a new commercial client by end of month."
Coverage (parsed)
Business (BOP/GL) General Liability
Employees (parsed)
4
Contact
Email
Not captured on call
Preferred contact method
Phone
Preferred time
Not captured on call
ZIP / location (parsed)
93309 · Bakersfield, CA
Notes
AI summary: prospect wants GL coverage for a 4-employee contracting business, needs a certificate of insurance within the month — timeline-sensitive.
Status
New Contacted Quoted Sold Lost
Activity
Log
{{ item.actor }} {{ item.action }}
"{{ item.note }}"
{{ item.time }}
Send to EZLynx?
We'll send Robert Chen's parsed Business (BOP/GL) request — General Liability, contact info, and ZIP 93309 — to EZLynx as a new client record. Parsed fields haven't been verified yet.
Cancel Send quote request
{{ voiceTerminalTitle }}
This moves the lead to a final pipeline stage. You can still reopen it later from the status control.
Cancel {{ voiceTerminalTitle }}
{{ voiceToast }}
Mobile — stacked (Web lead shown; same live state as above)
Leads
Maria Alvarez
In EZLynx
Web {{ webStatus }} 2h ago
Send to EZLynx Sending…
Quote request
Auto Personal Auto
Vehicles: 2
Shopping reason: Premium increase at renewal
Insurance status: Currently insured — renews Aug 3
Contact
(661) 555-0142 maria.alvarez@example.com
Prefers phone · afternoons · ZIP 93301
Notes
"Please call after 3pm, I work mornings."
Status
New Contacted Quoted Sold Lost
Activity
{{ item.actor }} {{ item.action }}
{{ item.time }}
Send to EZLynx?
We'll send Maria Alvarez's Auto quote request to EZLynx as a new client record.
Cancel Send
{{ webToast }}
Additional states
Loading — cards & rail skeletons
EZLynx push — duplicate detected
A client matching this phone number already exists in EZLynx. Review the existing record before sending a new one to avoid duplicate entries.
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Lead not found
It may have been removed, or the link is out of date.
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