Our Desks
Desks are governed AI workflows running quietly in the background on top of the client's existing tools (CRM/AMS, email, portals, calendars). They reduce NIGOs, shrink time-to-issue, save advisor admin hours, and prevent early lapses. Each desk is built on the same four-pillar operating model: understand inputs, apply the right rules, take action in systems, and leave an audit-ready trail.
Lead-Qualifier Desk
Delivers higher lead quality through intelligent screening and enrichment, matches prospects to the right producers based on fit and capacity, reduces no-show rates with proactive engagement sequences, and frees up more advisor time for qualified conversations instead of manual screening and lead churn.
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New-Business / NIGO Desk
Standardizes intake across all cases to ensure consistency, validates applications against carrier rules and internal requirements before submission, catches errors early to dramatically reduce NIGO events, minimizes back-and-forth emails with carriers and applicants, and shortens time-to-issue through proactive requirement tracking and portal monitoring.
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Lapse-Save / EFT Desk
Continuously monitors at-risk policies in real-time using predictive scoring, triggers proactive multi-channel outreach sequences before lapses occur, saves more EFTs through timely and personalized intervention, and stabilizes premium flow in the critical early policy years to reduce chargebacks and improve persistency.
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Evidence & Governance Layer
Provides correlation IDs for every automation action to enable full traceability, maintains audit-grade logging across all workflows for compliance and governance, and delivers weekly 'Impact Receipts' that transparently show what the automations executed and how they moved your KPIs over time.
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Frequently Asked Questions
This section explains what NeonGen does, how Desks differ from tools, and how our four-pillar operating model keeps AI governed and compliant.