Surpless Dunn

Account Summary

Surpless Dunn is an insurance brokerage that kicked off with OneAI in January 2026 and progressed through one optimization session and a pre-live meeting before going quiet after February 18, 2026. With only 4 meetings on record and no contact in 3+ months, the account appears stalled at the pre-live stage — it is unclear whether they launched at all. This account requires immediate follow-up to determine status.

Use Case

The AI voice agent is likely configured to qualify inbound insurance leads — callers or form submissions expressing interest in a policy — screening for coverage type, budget, and eligibility before routing warm prospects to a human broker. Insurance brokerage is a common OneAI use case given high inbound call volume and the qualification-heavy nature of broker sales.

Relationship Health

🔴 At risk / stalled — Only 4 meetings, last contact was February 18, 2026 (3+ months ago), and the account appears to have halted before or shortly after go-live with no documented reason.

Key Contacts

• 3 contacts from surplessdunn.com (names and roles not documented)

What’s Working

• Engagement was on track through the pre-live phase — kickoff, optimization, and pre-live meetings all completed within 5 weeks
• Three contacts on file suggests reasonable stakeholder involvement for a small brokerage

Open Challenges

• No contact for 3+ months — the account went silent immediately after the “Agent Pre-Live” meeting on Feb 2 and a status update on Feb 18
• It is unknown whether the agent ever went live; the last two meetings are titled “pre-live” and “agent updates” — not a confirmed launch
• With only 4 meetings total, the relationship depth is shallow and the account is at high churn risk
• No performance data or success metrics exist because live operation may never have begun
• 3 contacts are unnamed, making it harder to identify who to re-engage

Open Action Items

• Reach out immediately to determine whether the agent went live after February 18
• If live: understand why check-ins stopped and re-establish a regular cadence
• If not live: identify the blocker (technical, internal approval, budget) and assess whether it can be resolved
• If churned or decided not to proceed: document the reason and formally close the account
• Name and role-document the 3 contacts before the next call

Recent Meeting Highlights

• 2026-02-18 — Agent Updates: Most recent meeting — a status update session that may have been the last touchpoint before the account went quiet
• 2026-02-02 — Agent Pre-Live Meeting: Pre-launch preparation meeting; suggests the agent was close to launch at this point
• 2026-01-26 — Agent Optimization Meeting 1: First optimization session, very early in the engagement — implies script or configuration work was started and iterated on
• 2026-01-13 — Kickoff: Initial kickoff; the engagement started actively and compressed four meetings into just over a month

Prep Tips for Next Meeting

• Lead with a direct, low-pressure check-in: “We haven’t connected since February — wanted to make sure everything is going okay on your end”
• Determine the agent’s current status in the first 2 minutes: live, paused, or abandoned
• If live and running quietly, ask what the experience has been and whether they need anything — they may just be a low-maintenance customer
• If stalled: identify the single blocking issue and address it specifically — do not walk through a full re-onboarding unless necessary
• If the account is at risk of churn, involve sales or a manager before the call to define a retention approach
• Come prepared with 1–2 concrete examples of value from similar insurance brokerage customers to reinforce why launching is worth it