If you do not have a direct integration, you will need to perform manual list upload. From there you will use the data fields to build out your deployment segments AND your suppression segments (ie: status = bound/active, Policy Number, etc.). Once in a groove this is not as cumbersome as it seems -> the payoff is worth the time investment. Furthermore, practicing these paths will only position you better for when you decide to tackle the data sets with integration projects.
Quote and Bind Faster
with Intelligent Lead Management
Webinar: 30 Minutes
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Attention Insurance Brokers:
Lead management and nurturing is no easy task whether you’re a brokerage or any other organization. No matter the amount of leads you are generating whether it's from your pay-per-click, paid and social media or even organically from your website, you need to have the right lead management processes in place to properly and efficiently vet, route and convert quality leads.
In this webinar, we will walk you through how you can use marketing automation tools like Act-On to create efficiencies in your lead management. We will also show you how to utilize lead scoring, smart forms and landing pages to qualify and nurture leads, and finally develop automated programs to follow up, alert sales and abeyance leads upon their renewal with your competitors.
Key Takeaways:
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Create efficiencies in your lead management through marketing automation
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Utilize lead scoring, smart forms, and landing pages to qualify and nurture leads
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Share qualifying questions via email or landing page to further vet leads
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Develop automated programs to follow up with leads that didn’t convert the following year, ahead of their policy renewals
Q&A
No. You do not need a CRM or BMS integrated to get started with improving your lead management. However, what you do need is a solid way to capture the lead status. Many of the MAP's we work with have a built in CRM or some of the more advanced BMS' have capabilities that just need to be added. Focus on capturing the status of your leads and then move into analysing attributes of good quality leads and poor quality leads - from there you are going to leverage these attributes in all of your targeting.
Yes. This is actually a good idea. This is because you can utilize all of the similar features inside your MAP (landing, pages, emails, forms + scoring) to intercept at different stages of you funnel - without having to make costly dev changes to the tool itself. In a nutshell it will enable you to be hyper agile with optimization rounds and less expensive.
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Featured Speakers
Robyn Croll
VP, Customer Insights
Jennifer Pugsley
VP, Customer Success
Mark Finnegan
Manager, Marketing Programs & Partnerships
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