Insurance Lead Management | Store, Assign, Respond and more
Below is the list of what the system will allow you to do (and more can be added as required)::
Import leads from various sources via API integration, email attachments, Web to Lead forms, and through CSV uploads
Lead assignment rules configuration to assign leads to the most appropriate agent based on lead location, product interested in, agent’s skill set, agent’s current lead count, lead priority, agent priority, and other factors
Creation of tasks, events, and reminders for agents (as well as leads if required)
Workflow rules to send automated emails based on lead source, lead status, lead response / no response with predefined templates and attachments for initial communication as well as follow up
Responsive HTML5 email templates, field mapping to pull data from your CRM/AMS to auto-populate the template, send within the email body, as PDF attachments, or share a weblink
Gather stats about the emails (like who opened emails, when and how many times), advanced analytics, and reports
e-Sign documents integrate with cloud systems like Amazon S3, DocuSign, HelloSign, Windows Azure, Google docs etc
Integration with mass mailing systems like MailChimp and Sendgrid
Marketing automation (club prospects into groups, send mass emails about your products and services)
Auto conversion of leads to accounts on successful purchase
