Insurance Leads Automation CRM
Generate more insurance leads, Sell Insurance more policies from all your distribution channels, online sales, call center, agencies, brokers, and field sales.
- Prioritize leads to initiate relevant follow-up actions.
- Track prospect activities.
- Increase call center & field efficiency.
- Automate communication for new policy sales, renewals & retention.
Insurance Lead Marketing Automation Software
For Insurance Agents, lead generation is top priority. Insurance Agents who worked in the days before the internet realize that the web has given them new tools that have dramatically changed the way that they can generate new customers and relate to existing clients.
Welcome Nurturing Automation Flow for Insurance Lead
Sell more policies from all your distribution channels, online sales, call center, agencies, brokers, and field sales.
Insurance policy benefits workflow
A major challenge to most Insurance Agents is to convert leads into customers. Whether they are agents for life, home, boat or other types of Insurance, they have traditionally gained clients by using leads from a variety of sources, getting in touch with those potential customers, and persuading them to take out Insurance with them.
Today, gaining such leads is significantly harder because people can shop around easily online. The use of marketing automation software overcomes that problem by making it easier to gain potential leads online through social media, inquiries from your website and other traffic sources across the web. Those leads are automatically rated, enabling agents to use their best efforts on those prospects that are most likely to produce results.
Insurance Agent Meeting Reminder Automation.
Not only do Insurance Agents understand the importance of making initial contact with prospects, they also have learned the need to follow up on those prospective leads, knowing that many are persuaded to do business with them once they have got to know them over time. An understanding of the client’s situation and the need for specific types of Insurance tailored to their needs are important factors.
Automated Refferral System for Insurance Lead
All Products
- General Insurance
- Life Insurance
- Health Insurance
- Motor Insurance
- Group Insurance
All Channels
- Digital Sales
- Agencies/Brokers
- Captive Agents
All Processes
- New Policy Sales
- Renewals
- Upsell/Cross-sell
- Field Operations
- Verification
All Teams
- Marketing
- Call Center
- Verification
- Underwriting/Actuary
- Retention