Leads get scattered
New prospects, warm opportunities, and old notes end up in too many places.
For individual agents
Run your personal insurance pipeline without losing the next action.
Audri helps individual agents track leads, follow-ups, goals, meetings, and daily activity from one workspace. Start free and upgrade when you need more capacity or automation.
Free for individual agents. Upgrade when your pipeline needs more capacity.
Agent workspace
Lead tracker
4 activeSarah Mitchell
Fact Find
David Chen
Proposal Sent
Priya Nair
Review
Today's follow-ups
3
Due
1
Overdue
2
Warm
AI goal plan
Call 8 warm leads and book 3 review meetings.
Meeting insight
Summary ready. Next step: send revised quote by Friday.
Good prospects slip when your work lives across chats, notes, and memory.
Follow-ups are easy to forget
A busy sales day makes it hard to remember every next conversation.
Goals feel disconnected
Monthly targets do not always turn into a practical plan for today.
Meetings lose momentum
Client conversations only matter if the next steps make it back into the pipeline.
Agent workspace
The daily tools solo producers need most.
Audri keeps the work close to the prospect, so every lead, goal, and meeting can turn into the next action.
Lead Tracker
Keep every prospect tied to a stage, owner, and next follow-up.
AI Goal Planner
Turn monthly targets into daily sales actions.
Meeting Insights
Summarize client conversations and extract next steps.
Daily workflow
A simple rhythm for staying current.
Audri helps you move from lead capture to daily review without rebuilding your plan in a spreadsheet.
- 1
Add lead
- 2
Set follow-up
- 3
Plan goal
- 4
Log meeting
- 5
Review today
Plans
Start free. Upgrade when your pipeline grows.
Personal plans stay focused on individual agent capacity, AI planning, transcripts, and automation.
Audri Free
$0/mo
Start with lead, goal, follow-up, and calendar basics.
Audri Solo
$15/mo
More lead capacity, tasks, and light AI planning.
Audri Pro
$49/mo
Advanced analytics, automations, transcripts, and exports.
Ready when the work needs one place
Start free with your own pipeline.
Set up your first lead, goal, and follow-up in Audri today.