Lead Management
Manage all your leads, track their online activities, your salespeople, their performance, sales automation, and revenue tracking.
Key features
Comprehensive Insurance Sales Tools
INTERACTIONS
RESPONSES
AUTOMATION
Lead Management
How it works?
Determine & Define Lead Sources
Lead sources are channels from where your customer heard about you. These are the examples of lead sources:
- Social media (Facebook, and other social channels)
- Email newsletters
- Corporate Website (Paid ads/ Organic search)
- Referrals from Digital Partner’s site
- Manual Upload by Admin
Assign & Distribute Lead
Lead distribution can be automated based on predefined criteria, for example:
- By specific round robin list
- By location/ radius
- By agent ranking/ review
- By agent specification/ expertise
- Exclusion rules
Or manual assignment by Admin in the back office.
Update & Monitor Lead
Leads captured will flow into Lead Management System similar to a CRM tool with Lead Tracking capability. This is to measure how many leads are coming from a source properly and how many of them are converted into customers.
This allows Insurance company to track lead source data by updating and monitoring.
- Lead interest (Hot, cold, warm)
- Lead segmentation (lead label, smart tagging and grouping to ease campaign blast)
- Interaction with Lead (call, email, etc)
- Campaign blast
- Aging leads without follow-up
- Converted Leads
Building Relationship with Lead
It encompasses activities, such as email newsletter, campaign blast, calls, emails, texts/WhatsApp, quotation generated and other various follow-ups by the Agent. The goals of lead nurturing is to convert leads into customers.
Email Campaign Tool and WhatsApp Campaign Tool can be a major part of lead nurturing process.
| Email Campaign Tool | WhatsApp Campaign Tool |
|---|---|
iMocha Email Campaign Tool is integrated with Lead Management System which serve as the source of contact database, also featuring
| iMocha WhatsApp Campaign Tool is integrated with Lead Management System which serve as the source of contact database, also featuring
|
